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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

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

Keeping Up with the Joneses

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

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

 

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

What is the Value of Your Business?

Ascertaining the value of your business is important for a variety of reasons.

What Is a Stretch IRA?

If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.

Estimating the Cost of College

This worksheet can help you estimate the costs of a four-year college program.

How Stocks Work

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

Will Power

Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.

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Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

Annuity Comparison

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

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

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Investment Strategies for Retirement

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

Your Cash Flow Statement

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

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Tax Management Strategies

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Principles

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

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Can Election Results Predict the Market?

How do the markets usually react to elections? Was the 2016 election any different?

Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Women and Retirement

Women must be ready to spend, on average, more years in retirement than men.

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

Consider These 3 Things Before Driving Off the Lot

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

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

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