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913 Gulf Breeze Parkway #4
Gulf Breeze, FL 32561

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Give Hale & Doerr (the Mr. Tax Team) a Call Today!

(850) 934-4288

 
Team Trick or Treating Team Training Hale and Doerr Wealth Management

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.  

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Helpful Content

What the New Tax Bill Means for You

What the New Tax Bill Means for You

What does the Tax Reform and Jobs Act mean for you?

Understanding the Alternate Valuation Date

Understanding the Alternate Valuation Date

Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."

Getting a Head Start on College Savings

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

 

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

When Heirs are Imperfect

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

Protecting Your Home Against Flood Loss

Protect yourself against the damage that your homeowners policy doesn’t cover.

How to Make the Tax Code Work for You

When you take the time to learn more about how it works, you may be able to put the tax code to work for you.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

The Business Cycle

Understanding the economy's cycles can help put current business conditions in better perspective.

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Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

Contributing to an IRA?

Determine if you are eligible to contribute to a traditional or Roth IRA.

Bi-Weekly Payments

This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

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Consider These 3 Things Before Driving Off the Lot

There are a few things to consider when buying or leasing your next vehicle.

How to Retire Early

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

Where Is the Market Headed?

We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”

What to Do When You Lose Your Wallet

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

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