CHB Group was established with a vision to act as a bridge connecting businesses and individuals with expert financial and tax resources. Unlike traditional accounting or tax services, our primary focus is on outsourcing these needs to licensed professionals who have a demonstrated record of expertise and diligence. We serve a broad demographic, specifically catering to those 55 and older, and have a deep understanding of the unique financial concerns that impact this community.
We are proud to foster connections that have been recognized for their excellence and effectiveness. What sets CHB Group apart from the rest of the industry is not only our commitment to quality but our emphasis on creating a friendly, caring connection with our clients. We work with you on a personal level, ensuring that you feel at ease as we guide you towards the right financial or tax professional for your needs. We pledge to create an environment that will cause each of our clients to view us as a trusted advisor.
Our approach does not involve direct handling of any financial or tax services that require licensing. Instead, we ensure you have access to top-notch, vetted professionals without the need to navigate the complexities yourself. We are committed to equal opportunity and maintain high standards in our operations.
At CHB Group, our mission is to be the go-to source for those seeking financial and tax guidance without the direct handling of these intricate matters. We're committed to your financial well-being and strive to provide a seamless experience that aligns with your individual needs and goals. Our core values emphasize respect, professionalism, and a client-centric approach. Connect with us today, and let CHB Group be your bridge to financial security and peace of mind.
We invest time to comprehend your individual or business tax situation, ensuring we offer the best service possible. Our commitment to staying updated on the latest developments in IRS and state taxation authorities' policies and processes is of utmost importance to us, saving you from the burden of continuous self-education on these changes.
We understand the landscape of modern brokerage firms, including how they can offer options for holding long-term investment assets and managing other financial assets. This insight, previously confined to traditional banking services, is invaluable in today's dynamic financial environment. By leveraging our years of experience and comprehensive understanding of finance, we strive to ensure you benefit from the best strategies and solutions to optimize your financial health and tax outcomes.
Mon - Fri: 11 AM - 7 PM EST
Sat: Closed
Sun: Closed
*CHB Group LLC is closed on national holidays. Emails received after business hours or on holidays will be responded to the following business day.
Copyright © 2023 CHB Group LLC - All Rights Reserved.
We use cookies to analyze website traffic and optimize your website experience. By accepting our use of cookies, your data will be aggregated with all other user data.