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The Year-Round Approach to Taxes

HIPPO Tax Services began January 1, 2017 when Founder Thomas Curran re-evaluated the idea of “tax season”. With over 50 years in the investment business, Tom knew taxes had always been considered a separate challenge from wealth management, but wanted to create a hybrid service encompassing tax planning with a service similar to wealth management where clients had one one one time with a relationship manager to guide them through their financial decisions. If you are interested in HIPPO Tax Services, click the "learn more" button below. 

High Net Worth Individuals

Integrated Tax Strategies

Personalized Approach

Professional Expertise

Optimal Client Experience