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We offer work-glove commitment to white-glove service.©
Welcome and thank you for visiting our Website. HLM Financial Group is a group of companies who have formed a strategic alliance to bring you accounting, tax, mortgages, and financial planning under one roof. It is our goal to provide you with our "one-stop white-glove" service. In addition to providing you with a profile of our firm and the services we provide, this Website has been designed to become a helpful resource tool to you, our valued clients and visitors. Our dedication to superior client service has brought us to the Internet as we endeavor to continue to provide the highest quality of professional service and guidance. HLM Financial Group offers a variety of services to the high income/high net worth individual and business owner. It has been our goal to create a "one-stop white glove" financial services center so the busy professional only has to make one stop to take care of his or her tax and financial matters. We can file your taxes, handle your bookkeeping and create your financial statements, prepare your payroll and payroll reports, provide valuable business consulting services, find the right financial plan to suit your needs and even find you the right first or second mortgage for your home or investment property. We have aligned ourselves with many other professionals, who must meet our high standards, to offer the variety of services we offer. Our site was developed to assist you in a variety of ways. Our Newsletter section and interactive financial calculators in our Financial Tools section are available 24/7 for your use. In addition, we have taken the time to gather many links to external Websites that we felt would be of interest to our clients and visitors in our Internet Links section. While browsing through our Website, please feel free to contact us with any questions or comments you may have - we'd love to hear from you. We pride ourselves on being proactive and responsive to our clients' inquiries and suggestions. -- Lynn Pasqualetti, President and Managing Partner
OUR COMPANIES HLM Accounting & Tax, Inc., HLM Mortgage Company, Income Tax School, Inc. and HLM Financial Services, Inc. are all here under one roof. HLM Accounting & Tax, Inc. offers full service accounting, tax preparation, consultation, representation and business advisory services for the high income, high net-worth individual and mid-sized business. HLM's Income Tax School, Inc. HLM/ITSI presents various workshops throughout the year. These workshops are typically for the tax professional, providing valuable CPE credits necessary to maintain active license status. HLM/ITSI will not be presenting 1040 Update workshops this fall, however we are revamping the education side of the business to encompass more practice management and specialty classes. Check back and we will update you periodically on our progress and changes. When we add workshops and classes we will update the website. Go to the INFO CENTER page, view the calendar and click on the RED dots. You will see a description of the workshop offered on that day. You can also go to CLIENT SERVICES and click on the Tax Workshops through ITSI for more information. HLM Mortgage Company is a Licensed Georgia Mortgage Broker (#17140) offering competitive rates for first and second mortgages on all types of real estate. For more information visit www.hlmmortgage.com or you can call Mercedes at 404-836-1120 ext. 110. HLM Financial Services, Inc. is a registered investment advisor company offering insurance products, stocks, bonds, mutual funds, annuities and other investment vehicles. If you are interested ask for Lawrence (Larry) Waller, at extension 121.
HLM Clients should upgrade to QuickBooks 2008 as soon as possible. Our firm will be working with QB 2007 and 2008. Any versions older than 2007 will be upgraded to 2008 and you will not be able to download your file back to your system. If you have any questions about what version you need, please do not hesitate to call our office.
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