Business Details
Your Trusted Partner for Accounting Solutions
H M & M, a Springline company, has been dedicated to achieving total client satisfaction through trusted, relationship-based accounting and consulting services since its founding. Our team of experienced professionals provides specialized tax planning, audit and assurance, business valuation, and litigation support services tailored to diverse industries including healthcare, construction, real estate, and high-net-worth families.With over 40 years of combined experience in complex financial environments, we prioritize innovation, integrity, and personalized solutions while maintaining rigorous quality control standards through memberships in professional organizations like the AICPA Employee Benefit Plan Audit Quality Center. Our commitment to continuous improvement is demonstrated through technology integration, staff development, and community engagement across the DFW Metroplex.
Services
Tax Planning
Audit Services
ERISA Audits
Accounting Services
Business Valuation
Payroll Processing
Financial Forecasts
Litigation Support
Sales Tax Compliance
Estate Planning
Highlights and features
- We have over 40 years of experience in accounting and tax services.
- Our team includes CPAs with specialized credentials like ABV and CFF.
- We offer industry-specific expertise for healthcare, construction, and real estate.
- We maintain rigorous audit quality control standards through professional memberships.
- We provide personalized service with technology-driven efficiency.
Associations and certifications
- AICPA Private Companies Practice Section
- AICPA Governmental Audit Quality Center
- AICPA Employee Benefit Plan Audit Quality Center
- BDO Alliance USA
What people say
Best CPA audit firm
Streamlined audit processes
Professional expertise
Personalized service
Exceptional 401K audit support
Services
Tax Services
H M & M provides comprehensive tax planning and compliance services tailored to individual and business needs. Our specialists help minimize tax liabilities through strategic planning for income, estate, and business transactions while ensuring compliance with federal, state, and international regulations. With access to global resources through the BDO Alliance USA, we deliver sophisticated solutions for complex tax situations.
Audit and Assurance
Our independent audit services include financial statement audits, reviews, and compilations for private companies and nonprofit organizations. As members of AICPA quality centers, we maintain rigorous standards for construction, healthcare, and real estate industry audits. Technology integration streamlines processes while maintaining transparency and regulatory compliance throughout the engagement.
ERISA Audit Services
Specializing in employee benefit plan audits since 1994, we help organizations meet ERISA compliance requirements for 401(k), pension, and healthcare plans. Our team handles engagements from small businesses to plans with 6,500 participants, using Suralink technology for efficient document management while maintaining AICPA Employee Benefit Plan Audit Quality Center standards.
Accounting Services
We offer full-cycle accounting solutions including bookkeeping, payroll processing, and financial reporting. Our professionals use QuickBooks, Xero, and specialized software for construction and oil & gas industries while implementing internal controls to prevent fraud. Services range from monthly close assistance to complete back-office support for growing businesses.
Business Valuation
Our credentialed valuators (CPA/ABV/CFF) provide litigation support and business valuation services for mergers, shareholder disputes, and tax planning. With over 700 completed valuations, we combine forensic accounting expertise and legal knowledge to deliver defensible opinions that meet court requirements while identifying value-enhancement opportunities for business owners.
People
Amy Landry
Partner
Amy Landry combines technical accounting expertise with industry-specific knowledge to deliver strategic solutions for H M & M clients. Her experience spans financial reporting, tax compliance, and business advisory services for mid-sized companies.
Anat Borodyansky
Partner
Anat Borodyansky specializes in audit and assurance services with particular expertise in construction and real estate sectors. She focuses on delivering quality engagements while maintaining compliance with professional standards and regulatory requirements.
Pearl Balsara
Senior Manager
Pearl Balsara leads tax advisory engagements with emphasis on strategic planning for high-net-worth individuals. Recognized for her presentation skills, she frequently speaks at industry conferences on financial planning topics.
Jorge Martinez
Audit Partner
Jorge Martinez oversees audit engagements for healthcare and nonprofit organizations. With extensive experience in ERISA audits, he helps clients navigate complex regulatory requirements while maintaining operational efficiency.
Michelle Boozer
Partner
Michelle Boozer provides audit and business valuation services with focus on litigation support. Her credentials include CPA, ABV, and CFF designations, combining accounting expertise with legal knowledge for dispute resolution.
Questions
What industries does HM&M specialize in?
We specialize in construction, healthcare, real estate, high-net-worth family offices, nonprofits, and energy sectors with tailored accounting solutions.
Do you handle ERISA compliance for employee benefit plans?
Yes, we perform ERISA audits for 401(k), pension, and healthcare plans with over 60 annual engagements and 40+ years of experience.
What tax planning services do you offer?
We provide comprehensive tax planning for individuals and businesses, including estate tax reduction strategies and international tax compliance.
Can you assist with business valuations for mergers?
Our credentialed valuators offer business valuation services for mergers, shareholder disputes, and tax planning with 700+ completed valuations.
Do you offer payroll processing services?
Yes, we handle payroll tax filings, W-2 processing, and system implementation using platforms like ADP and Gusto for businesses of all sizes.
Reviews (1)
Alan Free
Jan 22, 2022
Report
Positive:Professionalism,Responsiveness,Value
Extremely pleased as a new client with HMM... professional, very responsive, easy to work with and client-relationship focused.
Extremely pleased as a new client with HMM... professional, very responsive, easy to work with and client-relationship focused.
