Tax Accounting for individuals and Small Businesses
Our office is staffed with individuals that are proficient in Taxes, Tax Credits, Tax Deductions, and Self-employment Taxes. We also provide Bookkeeping, Payroll, Wealth Management, and IRS Resolution Services.
We take our time and get to know our clients, so we are able to maximize their tax savings. We strive to always provide excellent service and savings when we meet with every client.
Hale and Doerr Wealth Management
We understand that each individual has different needs when it comes to wealth management. This is why Hale and Doerr Wealth Management started. We are helping individuals with HSA's, 529 College Tuition Plan's, IRA Rollovers, 401k's, Check Book IRA's, Brokerage Investments. We are helping individuals make the most of their assets by investing in smart investments that will yield income. We want to invest in what our clients feel comfortable with. By doing this we will invest in Stocks, Money Markets, Real Estate and many Alternative Investments.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Keeping Up with the Joneses
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Many Americans are operating their personal finances with only the barest minimum of knowledge.
Ascertaining the value of your business is important for a variety of reasons.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
This worksheet can help you estimate the costs of a four-year college program.
Understanding how a stock works is key to understanding your investments.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator shows how inflation over the years has impacted purchasing power.
Investment tools and strategies that can enable you to pursue your retirement goals.
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
Learn more about taxes, tax-favored investing, and tax strategies.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
How do the markets usually react to elections? Was the 2016 election any different?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Women must be ready to spend, on average, more years in retirement than men.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
There are a few things to consider when buying or leasing your next vehicle.
What is your plan for health care during retirement?