Hale & Doerr
Heather Doerr, CPA
Tripp Hale, CFP
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.
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.
If you'd like to make and appointment for a financial advising consultation, please visit the "Financial Services & Advising" page of our website and use our online scheduling tool.
Professional patient and always ready to help. They not only respond quickly to questions and concerns, but also send timely reminders. - Robert C.
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