Hubert & Hubert, Inc. provides the following services:

Accounting Services / Financial Statements

At Hubert & Hubert, Inc., we understand that different companies require different levels of assurance when it comes to their financials. We offer all levels of assurance with the highest level being an audit. When a comprehensive financial statement audit is not necessary but financial assurance is needed, we can assist with a review examination or compilation. Whether you’re preparing financial statements for internal purposes or to lend credibility to third-party sources, our services are designed to help you make informed decisions based off reliable information.

Our audit, review, compilation, and agreed-upon procedures engagements are performed in accordance with the attestation standards put forth by the American Institute of Certified Public Accountants (AICPA).


The purpose of an audit is for an independent third party to examine the financial statements of an entity. This examination is an objective evaluation of the statements, which results in an audit opinion regarding whether the statements have been presented fairly and in accordance with the applicable financial reporting framework (such as GAAP or IFRS). This opinion greatly enhances the credibility of the financial statements with users, such as lenders, creditors, and investors. Based on this opinion, users of the financial statements are more likely to provide credit and funding to a business, possibly resulting in a reduced cost of capital for the entity.


A review provides limited assurance regarding an organization’s financial statements. Less extensive than an audit but more involved than a compilation, a review is typically performed to ensure third parties that no material modifications need to be made on the financials in order for the financial statements to conform to the Generally Accepted Accounting Principles. A review typically includes analytical procedures applied to financial statements and inquires to the company’s personnel.

Compilation Examinations

A compilation provides no assurance regarding the company’s financial statements. During a compilation, McConnell & Jones will put the financial data provided to us into a financial statement format that conforms to the Generally Accepted Accounting Principles. Compilations do not require personnel inquiries, analytical testing, or procedures, and we make no comments and give no opinions on the outcome of compilations.

Agreed-Upon Procedures

An Agreed-Upon Procedures engagement is often performed when a company needs reporting outside of the scope of a review or compilation, without incurring the costs of an audit. In an AUP engagement, specified parties agree on the specific procedures to be performed by McConnell & Jones, which we then report back to the client and/or the third party. Agreed-upon procedure engagements are performed in accordance with the attestation standards set for by the AICPA, and opinions regarding findings are not given.

Tax Planning

We understand that one of our client’s top priorities is paying less in taxes. This is best achieved through comprehensive tax planning. Throughout the year, we will work with you to plan tax-saving strategies by developing a customized plan tailored to your unique situation. Our philosophy of maintaining close client relations allows us to use a proactive “early-warning” approach to tax planning. By consistently focusing on the details of a client’s individual situation, we gain a much better understanding of their needs. This allows us to provide the kind of forward-thinking services that help our clients succeed.

Tax Preparation

At Hubert & Hubert, Inc., we take pride in providing our clients with expertise and a peace of mind. We view our relationship with each of our clients as an ongoing partnership and strive to provide you with quality, up-to-date tax return preparation, and advice. With our one-on-one tax preparation service, you know that your tax return is in capable hands.

Our team understands the importance of remaining up-to-date with the changing tax laws and monitors throughout the year all of the tax-saving opportunities available to you to minimize your tax liabilities and maximize your future opportunities. We stay abreast of current legislative changes, proposals, rules, regulations and other developments in all aspects of federal, state and local taxation. We maintain an extensive up-to-date reference library and have online access to the most current tax information available to assist us with interpreting any changes that may impact the diverse clientele we serve, including individuals, businesses, and professional organizations.

Consulting Services / Business Advisory

Hubert & Hubert, Inc. supports clients on a full-service basis. From the launch of your business and as you move forward, our business consulting services ensure that you are successful. We know that there are many aspects of running a successful operation, and that is why we cover all of the bases – offering everything from entity selection and initial setup of your accounting records to accounting software conversion and QuickBooks training. Take a moment to review some of our consulting services, and consider the items that meet your needs:

Estate Planning

The aim of trust and estate planning is to develop a practical financial plan that will preserve wealth and transfer it to future generations with minimal tax consequences. Hubert & Hubert, Inc. has solid experience in estate planning techniques and is a valuable resource in developing a practical estate plan tailored to your desires, time frame, and financial situation. As experienced financial professionals, we play a crucial role in effective trust and estate planning for individuals and business owners. We are deeply invested in protecting the interests of our clients and their families and we employ a number of proven tax planning strategies to ensure that your beneficiaries are minimally taxed on your assets, and that the funds will be transferred to them in an organized and timely manner.

We firmly believe that the most important step in developing an estate plan is listening, because your plan should match your personal goals and priorities. That's why we take the time to learn all we can about each of our clients and then outline a plan that meets their particular needs, while protecting assets for their beneficiaries.

Litigation Support

Significant experience in analyzing commercial property losses such as business income, lost wages, product liability, business personal property, inventory, extra expense, boiler and machinery, employee fidelity, theft, accounts receivable and valuable papers. We also perform financial analysis in arson related situations, plus experience acting as an appraiser or umpire on various commercial property losses. We have provided expert witness testimony on numerous occasions relating to commercial property loss cases. Contact Jeff for specific questions, or for more information.