TAX • PLANNING • CLARITY • LEGACY
Clarity in a complicated financial world.
As strategic tax advisors, we not only help you prepare accurate tax returns but help align your tax strategy with your long‑term goals. Smart tax planning isn’t just about filing correctly – it’s about giving you the space and confidence to make better financial decisions.
We prepare your returns with care and precision and we stay with you year-round to assist you in navigating choices as they arise. Clear advice. Strategic planning. Peace of mind.
Use the Best of AI.
Remain Fully Human.
Tax and financial planning have never been more complex - or had better tools. We combine modern software and AI with over two decades of tax expertise to give you a clearer picture of your financial future.
Technology handles the heavy lifting: data analysis; scenario modeling; and, compliance tracking. That frees us to focus on what matters most - understanding your goals and building strategies that work for your life.
You get the efficiency of modern tools and the judgment of experienced advisors. The best of both worlds.
We automate where it helps.
We slow down where it matters.
We use technology to serve humanity, not replace it.
“Clarity is the true return on investment.
Once you can see, you can steward.”
Who We Serve
We prepare tax returns - and we don’t stop there.
We help people build systems that make life lighter.
Wage Earners
You work hard, and your financial life is getting more complex. We help you understand your tax picture, make informed decisions, and avoid surprises.
Common Wins
- Optimizing W‑2, HSA, and retirement contributions
- Planning for equity compensation
- Reducing tax surprises from bonuses or job changes
- Identifying deductions and credits you may be missing
Business Owners
Running a business is demanding. We help you simplify taxes, compensation, and cash flow so you can focus on growth.
Common Wins
- Choosing the right entity structure
- Planning owner compensation and distributions
- Managing quarterly taxes with confidence
- Coordinating business and personal tax strategy
Families Building Wealth
Your financial life is expanding - investments, real estate, education planning, and long‑term goals. We help you make decisions that support the future you’re building.
Common Wins
- Tax‑efficient investing and retirement planning
- Real estate and rental property strategy
- Education savings and family planning
- Coordinating tax, financial, and estate considerations
Retirees
Your working years may be behind you, but your planning isn’t. We help you manage withdrawals, taxes, and income so you can enjoy retirement with clarity.
Common Wins
- Social Security and Medicare timing
- Tax‑efficient withdrawal strategies
- Required minimum distribution planning
- Managing taxes across multiple income sources
How We Work
Our process is simple, structured, and designed to give you clarity from the start.
We learn about your goals, your financial picture, and what you want to accomplish.
We review your tax returns, income, deductions, and opportunities. We identify risks, gaps, and planning options.
You receive a clear, written roadmap with 3–5 prioritized actions - practical steps that move you forward.
We stay with you throughout the year. As life changes, we help you adjust your plan and make confident decisions.
What We Do
Accurate, timely tax returns prepared with care - and with an eye toward future planning, not just compliance.
Forward‑looking strategy that helps you understand your options before decisions are made. No surprises. No guesswork.
Clear guidance on entity structure, compensation, cash flow, and tax strategy - so your business supports your long‑term goals.
We help you connect the dots between taxes, investments, retirement, and estate planning, ensuring everything works together.
Your First Step:
A Strategic Tax Meeting
Every engagement begins with a Strategic Tax Meeting - a focused, structured review of your tax picture and your best opportunities.
You'll Walk Away With
✅ A clearer understanding of your current tax situation
✅ A prioritized list of planning opportunities
✅ Answers to your most important questions
✅ A roadmap for next steps
It’s the simplest way to get clarity - and to see whether we’re the right fit for your needs.
Our Tiers of Stewardship
Awareness & Clarity
For those ready to understand and organize. We clarify, streamline, and build your financial rhythm. Rhythm & Growth
For those who want ongoing guidance, forecasting, and proactive strategy. Legacy & Impact
For those ready to align wealth with purpose, and build systems that last beyond them.Your First Step:
A Strategic Tax Meeting
Whether you’re a wage earner, a business owner, both or somewhere in between, the first step is always the same:
See clearly. Then act confidently.
You'll Walk Away With
✅ A multi-year tax projection
✅ A list of your top 3 -5 opportunities
✅ A written roadmap for next steps
Tax Return Preparation
(Form 1040)
(Forms 1120S and 1065)
(Forms 1041, 709 and 706)
Book Your Discovery Call
Let’s start with a simple 15-minute conversation.
No pressure. No jargon. Just clarity.
About Jason Hedlund
JD, LL.M. (Tax), MBA, CFP®
Jason Hedlund founded Hedlund Tax & Accounting, PLLC to create something “different” in finance - a calm, clear space for people to understand and steward their money with purpose. With more than two decades of experience in tax law, planning, and business advisory, Jason blends technical precision with a deeply human approach. His philosophy is simple: clarity creates peace. He uses the best of modern tools - from AI to scenario modeling - to illuminate what matters most, helping clients move from uncertainty to intentional action.
