HBI, Inc.

Experts in U.S. and Foreign
Tax Compliance and Planning

WHO ARE WE

HBI is a CPA firm, who working with its team of advisors, has provided worldwide tax return preparation services and business support services from its offices in central Florida since 2000. We originally formed our business through a collaboration of tax and investment experts specializing in real estate investment in and around the Orlando area. From these humble beginnings, we now operate from 6 offices across central Florida looking after more than 9,000 clients, in 22 states and over 170 countries.

Mission Statement

Our mission is to help our clients solve their problems and create value by consistently providing high quality tax, accounting, FIRPTA, and related financial services. Responsiveness and personal attention are important to us and we work hard to provide industry specific services to all our clients. We continually invest in people and technology and maintain a work environment that gives opportunities for employees to achieve personal and professional success whilst encouraging them to give back to the community.

OWNERS

Matthew L. Bell, CPA

Partner

Matt has been in public accounting since 1997, after graduating magna cum laude from Warner University with an additional fifth year of accounting from Florida Southern College. He qualified as a Certified Public Accountant in March 2002. Over the years, Matt has gained extensive experience in U.S. and international tax planning for US businesses and foreign investors. He is a member of the American Institute of Certified Public Accountants and the Florida Institute of Certified Public Accountants. In his free time, Matt enjoys spending time with his family at church activities, traveling the US with his nationally recognized Motocross Team (HBI Racing, LLC), and exploring the outdoors.

Stephen H. Bell, Jr.

Partner

A native Floridian, Steve’s been in public accounting since 2004. He has considerable experience working with individuals, corporations, and small businesses, as well as nonresident individuals and foreign corporations investing in US property and businesses. Prior to this, he worked in management for more than 12 years at several large corporations. Steve earned a BS in Accounting from Webber International University, in addition to a BA in Biblical Studies from Toccoa Falls College. He spends his free time with his two sons, enjoying the outdoors, cheering on his boys at their sporting events, and being involved in his local church.

WHAT WE DO

With more than 50 staff including Certified Public Accountants (CPA), Enrolled Agents (EA), Certified Financial Planners (CFP), and advisors, we consult with small business owners and individual tax clients. Beyond offering typical tax services (return preparation, resolution, representation and consultation) and business support services (payroll and accounting), we offer competency in several niche areas:

Rental properties and strategies for investment in U.S. real estate.
Small business owner support, including S Corporation elections and tax planning.
Expatriate and foreign investor U.S tax compliance including filings of FinCEN 114 FBAR, Form 8938, Form 5471, Form 5472 and GILTI Form 8992
FIRPTA compliance in accordance with the 1980 Foreign Investment in Real Property Tax Act

HOW ARE WE DIFFERENT

We take a consultative approach to helping our clients acting as their advocate and take pride in solving their problems. Whilst we understand that government and IRS compliance is important, we also recognize that taking a proactive approach using tax planning and business strategies is equally important. Helping our clients to make informed decisions and see beyond the accounting and tax return is what we do best.

Even though our focus is on providing tax return preparation and support services for small businesses we make the time and have the resources available for individual tax clients. Very often these clients do not own a business but have tax issues that require our expertise in tax planning.

WHY CHOOSE US

We offer the experience of a larger CPA firm combined with the personal touch of providing our clients with an additional business partner (HBI) to work with. Behind the scenes we use client portals and the latest technology and software to provide a secure virtual relationship with our clients to help them save both time and money.

Of course, in person appointments and consultations are available (at no extra cost) but emails, phone-calls, and conferencing facilities allow great communication in a secure environment saving time and resources. Approximately 60% of our clients are outside Florida.

OUR CLIENTS

In return for our services we ask our clients to do two things. Firstly, sign a letter of engagement which sets out the services we will provide including the fees associated with those services.

Secondly, we expect our clients to be responsive and honest at all times in communications they have with us. Our experience in working with clients from many different countries and backgrounds over the years has been that a collaborative approach based on open communication allows us to solve most of our clients problems and share in their successes.

WE OFFER MULTI-LINGUAL CONSULTATION SERVICES

We are honored to have the opportunity to work with individuals and businesses from all over the world. To ensure the best experience for our international clients, we proudly offer multi-lingual consultationn services in:

Spanish
Portuguese
Mandarin
Hindi

CHARITABLE ORGANIZATIONS

HBI, Inc. strives to make a positive impact through its active involvement in charitable initiatives and participation in various community events and activities.