HLM Financial Group

Hours

Friday:
9:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM

Chamber Rating

4.8 - (16 reviews)
15
0
0
0
1
Read Our 16 Reviews

Chamber Rating

4.8 - (16 reviews)
15
0
0
0
1
  • Matt Denius

    My wife and I have been using HLM for years. Taxes are such a pain and can be so complex. It's good to know you have trusted professionals that keep your financial house in order. Mercedes and her team are awesome at doing that and wonderful to work with. We highly recommend.
    Feb 18th, 2024

  • Julie Newman

    HLM has been my accountant for personal and business taxes for almost 20 years! They are amazing and I would not work with anyone else.
    Feb 17th, 2024

  • Matthew Whitaker

    I am a fairly new small-business owner, and HLM was referred to me by a fellow entrepreneur. Mercedes and her team have been instrumental from the very start in helping me forge this new path and navigate each twist and turn along the way. Her advice has been tailored to my specific needs and is always based on informed and current financial statistics. My business has thrived as a result, and I would heartily recommend HLM as a sound financial partner in mapping out and building a successful long-term business plan. MW
    Feb 14th, 2024

  • Jamie Butler

    This is my second year with HLM and the customer care dropped drastically. My business returns were overlooked and HLM did not file an extension. I was charged $2640 in penalties from IRS because of their mistake. I had requested through email, phone and messages and assured all was good until it was not. If you are not a self advocator when it comes to filing taxes, or someone knowledgeable about different deadlines and what needs to be filed, I would not suggest HLM. In hindsight, they say they cannot file my taxes until the bill is paid in full for their services, but I did not receive any billing statement from them until September which was over 6 months after I turned my corporate statements in. Here I was thinking they were behind on their billing when really, they had not filed my taxes. They did not communicate to me that there was an outstanding bill, nor did they say anything about penalties.
    Oct 13th, 2023

  • Abby Higgins

    I have been a client of HLM for about 12 years. I love this group. As a very small business owner they have helped me so much through the years. Any question, any disaster, they are THERE. I will never leave! I rarely post reviews, but especially during this awful Covid-19 crisis, I think it's important to point out the people who help and care. Thank you HLM.
    Dec 2nd, 2020

Read Our 16 Reviews

About
HLM Financial Group

HLM Financial Group is located at 160 Clairemont Ave Suite 630 in Decatur, Georgia 30030. HLM Financial Group can be contacted via phone at 404-836-1120 for pricing, hours and directions.

Contact Info

  •   404-836-1120

Questions & Answers

Q What is the phone number for HLM Financial Group?

A The phone number for HLM Financial Group is: 404-836-1120.


Q Where is HLM Financial Group located?

A HLM Financial Group is located at 160 Clairemont Ave Suite 630, Decatur, GA 30030


Q What is the internet address for HLM Financial Group?

A The website (URL) for HLM Financial Group is: http://www.hlmfinancialgroup.com/


Q What days are HLM Financial Group open?

A HLM Financial Group is open:
Friday: 9:00 AM - 3:00 PM
Saturday: Closed
Sunday: Closed
Monday: 9:00 AM - 5:00 PM
Tuesday: 9:00 AM - 5:00 PM
Wednesday: 9:00 AM - 5:00 PM
Thursday: 9:00 AM - 5:00 PM


Q How is HLM Financial Group rated?

A HLM Financial Group has a 4.8 Star Rating from 16 reviewers.

Hours

Friday:
9:00 AM - 3:00 PM
Saturday:
Closed
Sunday:
Closed
Monday:
9:00 AM - 5:00 PM
Tuesday:
9:00 AM - 5:00 PM
Wednesday:
9:00 AM - 5:00 PM
Thursday:
9:00 AM - 5:00 PM

Ratings and Reviews
HLM Financial Group

Overall Rating

Overall Rating
( 16 Reviews )
15
0
0
0
1
Write a Review

Matt Denius on Google

image My wife and I have been using HLM for years. Taxes are such a pain and can be so complex. It's good to know you have trusted professionals that keep your financial house in order. Mercedes and her team are awesome at doing that and wonderful to work with. We highly recommend.

Business Response on Google Feb 9th, 2024
We appreciate you!Mercedes Pasqualetti

Julie Newman on Google

image HLM has been my accountant for personal and business taxes for almost 20 years! They are amazing and I would not work with anyone else.

Business Response on Google Feb 25th, 2024
Thank you Julie! We appreciate you.

Matthew Whitaker on Google

image I am a fairly new small-business owner, and HLM was referred to me by a fellow entrepreneur. Mercedes and her team have been instrumental from the very start in helping me forge this new path and navigate each twist and turn along the way. Her advice has been tailored to my specific needs and is always based on informed and current financial statistics. My business has thrived as a result, and I would heartily recommend HLM as a sound financial partner in mapping out and building a successful long-term business plan. MW

Business Response on Google Feb 16th, 2024
Thank you Matthew! I am so proud of your growth over the past 18 months.Mercedes Pasqualetti,EA

Jamie Butler on Google

image This is my second year with HLM and the customer care dropped drastically. My business returns were overlooked and HLM did not file an extension. I was charged $2640 in penalties from IRS because of their mistake. I had requested through email, phone and messages and assured all was good until it was not. If you are not a self advocator when it comes to filing taxes, or someone knowledgeable about different deadlines and what needs to be filed, I would not suggest HLM.
In hindsight, they say they cannot file my taxes until the bill is paid in full for their services, but I did not receive any billing statement from them until September which was over 6 months after I turned my corporate statements in. Here I was thinking they were behind on their billing when really, they had not filed my taxes. They did not communicate to me that there was an outstanding bill, nor did they say anything about penalties.

Business Response on Google Nov 4th, 2023
Jamie,I am terribly sorry to hear that this was your experience. This was a transition year from the purchase of the other firm and we sent multiple communications for information to clients via our portal and Constant Contact. Your returns, both personal and business were both extended timely. If for some reason IRS did not post the extensions we filed, then please send us the notice and we will dispute this with IRS. This is the first I am hearing about the amounts charged in this Google review.The corporate deadline was March 15th and we received your tax information for the corporate return from your bookkeeper on Sunday, March 12th. Our firm communicated multiple times that we needed corporate information no later than March 1st in order to complete the corporate return timely.Our front office sends multiple reminders about missing information along with detailed information about filing deadlines and deadlines that we need met in order to file timely as well as the invoice along with all filing instructions and amounts due at the time the return is finished. Since we filed the corporate extension timely, we were not aware IRS was going to make a mistake and not post the extension and send you a bill. Again, I am happy to dispute this for you with IRS as I have a delivery confirmation of the extension being received by IRS.I am happy to forward to you the emails sent with the invoice and the filing instructions. We do collect before filing the return as this is our only product that we sell and we find it hard to collect once the returns are filed. We work very hard to over communicate with our clients about all deadlines, document needs and amounts due. I am truly sorry this was not your experience. I am happy to work through any IRS oversight on the amount they billed you if they billed you for failure to file an extension as we filed all extensions timely for you. Feel free to call me to discuss your issues personally as I would like to work though any issues with you on a personal level.Mercedes Pasqualetti- Managing Partner

Abby Higgins on Google

image I have been a client of HLM for about 12 years. I love this group. As a very small business owner they have helped me so much through the years. Any question, any disaster, they are THERE. I will never leave! I rarely post reviews, but especially during this awful Covid-19 crisis, I think it's important to point out the people who help and care. Thank you HLM.

Business Response on Google Jul 20th, 2020
Thanks Abby! We appreciate you! Stay safe out there.

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Overall Rating

Overall Rating
( 16 Reviews )
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1

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