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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
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
A few strategies that may help you prepare for the cost of higher education.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Protect yourself against the damage that your homeowners policy doesn’t cover.
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.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Understanding the economy's cycles can help put current business conditions in better perspective.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
There are a few things to consider when buying or leasing your next vehicle.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you have causes that you want to support with donations? Here are three tips.
Do you know these three personal finance sayings?