Tax Planning & Preparation
Reduce Taxes While Strengthening Financial Decisions
Tax planning should guide decisions all year, not just at filing time. This service integrates proactive tax strategy with your income, investments, and business structure so taxes support long-term goals, improve cash flow, and eliminate uncertainty before deadlines arrive.
Get in Touch with Hal
Certified Public Accountant
Professional Accounting Expertise
Chartered Financial Analyst
Advanced Investment Insight
20+ Years in Finance & Tax
CFO and Co-Founder Expertise
Top 1% CPA/CFA
Recognized Professional Excellence
CFO Experience
Executive Leadership Background
Our Tax Services
Strategic planning designed to work across your full financial picture.
Strategic Tax Planning
Proactive, year-round strategies designed to shape outcomes before filing deadlines.
Tax Preparation
Accurate, compliant returns reflecting thoughtful planning decisions.
Entity Structuring
Optimizing business structures to improve efficiency and long-term tax outcomes.
Multi-State Tax Planning
Navigating state-specific rules for individuals and businesses with multi-state exposure.
IRS Compliance & Support
Ensuring compliance and guidance when dealing with notices or inquiries.
Quarterly & Ongoing Planning
Regular reviews to adjust strategy as income, laws, or goals change.
Are your tax decisions proactive, or driven by filing deadlines?
Get in Touch with HalA Partnership That Works
A structured, year-round approach built for clarity, confidence, and continuity.
Discovery
We review your complete financial picture, personal, business, and investment, so decisions aren’t made in isolation.
Planning
We forecast your tax position, identify planning opportunities early, and align strategy with long-term objectives.
Execution
Strategies are implemented throughout the year, allowing thoughtful timing instead of last-minute reactions.
Ongoing Review & Maintenance
Plans are refined as circumstances or tax laws change to keep your strategy relevant and defensible.
Hal Jolley
Licensed CPA & CFA
20+ Years of Experience
Start with a Complimentary Conversation
A no-cost discussion to understand your goals, evaluate your current strategy, and outline next steps.
Schedule a Complimentary Call