FAQ
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Frequently Asked Questions
Here are some of our most commonly asked questions.
- Where is Hibard Financial based?
- Is Hibard Financial a CPA firm or a Financial Advisor?
- Will you come to my home or office to work?
- Can you start our Private Foundation for us?
- Can you start and manage our Private Foundation?
Where is Hibard Financial based?
Los Angeles
Is Hibard Financial a CPA firm or a Financial Advisor?
No. We work with your team of Financial Advisors, CPAs, and Attorneys.
Will you come to my home or office to work?
Not usually. We provide our services from our office. However, we can arrange a site visit or attend a board meeting in special circumstances.
Can you start our Private Foundation for us?
Yes. We have been starting tax-exempt organizations since 2012.
Can you start and manage our Private Foundation?
Yes. We can start and manage your Private Foundation (non-operating). We can work with your CPA to file the Foundation’s tax return, or we can file it for you.
IMPORTANT NOTE
Onboarding
When you’re ready, we’ll provide our easy-to-follow Onboarding Packet to help ensure a smooth onboarding experience.
Secure Portal
We’ll create an account for you in our secure portal and grant you the access you need.
Power of Attorney
We’ll coordinate with you and your bank to obtain Power of Attorney access.
Speak with Humans. No AI
We’ll never make you talk to an AI robot. We’re all humans at Hibard Financial.