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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

Keep Your Umbrella Handy

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

The Latte Lie and Other Myths

The Latte Lie and Other Myths

Do you know these three personal finance sayings?

Tips for Finding Care for Your Special-Needs Child

Tips for Finding Care for Your Special-Needs Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

 

Volunteering in Retirement

For many, retirement includes contributing their time and talents to an organization in need.

When to Self-Insure

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

5 Things That Seasoned Travelers Are Doing (That You're Not)

A collection of tips from professional travelers.

Test Your Estate Strategy Knowledge

Estate management can help ensure that your assets are transferred according to your wishes while managing tax issues.

The Business Cycle

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

Understanding the Basics of Medigap Policies

Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Lifetime of Earnings

Estimate how much you have the potential to earn during your working years.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Long-Term-Care Needs

Determine your potential long-term care needs and how long your current assets might last.

Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

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Investment Strategies for Retirement

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

Protecting Those Who Matter Most

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

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

An Inside Look at Retirement Living

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

Your Cash Flow Statement

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

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Preparing For the Ultimate Vacation

Make your retirement as exciting as your next vacation.

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

2017 Year in Review

Take a look at this 2017 Market Recap.

A Bucket Plan to Go with Your Bucket List

A bucket plan can help you be better prepared for a comfortable retirement.

Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

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