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Hale & Doerr CPA - Tax Accountants for Individuals and Small Businesses

Our office is located in Gulf Breeze, FL and is staffed with CPA's, EA's and experts in individual and business taxes. We keep current on the ever-changing landscape of Tax Credits, Tax Deductions, and Self-employment Taxes. We also provide Bookkeeping, Payroll and IRS Resolution Services. 

We take our time and get to know our clients, so we can maximize their tax savings. We strive to always provide excellent service and savings when we meet with every client.

Hale and Doerr Wealth Management, LLC 

We understand that everyone has different needs when it comes to wealth management.  Our expertise in both accounting and financial services, gives our advisors a unique view into our clients' financial lives. The tax return provides a powerful lens that brings our advisors clarity to our clients individual financial strengths and weakness. Having worked with thousands of clients over the years, we have seen it all and we can help you implement the strategies that work best.

We will be happy to sit down and listen to your needs and discuss all of the options to invest in Stocks, Money Markets, Real Estate and Alternative Investments.

Helpful Content

What You Should Do About Insurance Following a Divorce

What You Should Do About Insurance Following a Divorce

In the face of divorce, making changes to insurance coverage may be overlooked.

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

It Was the Best of Times, It Was the Worst of Times

It Was the Best of Times, It Was the Worst of Times

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Fixed or Variable Mortgage, Which Should You Pick?

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

Crowdfunding—Capital for the 21st Century

Crowdfunding continues to gain momentum as more people search the Internet for financing and fundraising alternatives.

A Brief Guide To Condo Insurance

Important items to consider when purchasing condo insurance.

Making Sense Of A Home Warranty

Understanding the value of a home warranty.

How Stocks Work

Understanding how a stock works is key to understanding your investments.

Fallen Tree Damage—Who Pays?

Your liability for damages that occur when a tree on your property falls on your neighbor’s property is not clear cut.

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What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Impact of Taxes and Inflation

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

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

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

Annuity Comparison

This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.

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Your Cash Flow Statement

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

An Inside Look at Retirement Living

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

Investment Strategies for Retirement

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

Long-Term-Care Protection Strategies

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

The Business Cycle

How will you weather the ups and downs of the business cycle?

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

A New Way to Look at Your Bucket List

That big list of dreams and goals isn't the only way to look at your bucket list.

Once Upon a Goal

Do you know how to set up your financial goals for success? This knight does.

Saving for College 101

Here’s a crash course on saving for college.

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