What We Do
We provide a wide range of services designed to meet your financial needs. These include tax planning and preparation, business consulting, new incorporations, S-Corporation elections, as well as payroll and bookkeeping services. In addition, we offer comprehensive financial planning and wealth management to help you grow and protect your assets. Our dedicated team is here to help you optimize your tax strategy, reduce burdens, and maximize your savings.
Tax and IRS Problem Resolution
Individual Tax Planning & Preparation
Business Tax Planning & Preparation
Estate & Gift Tax Planning & Preparation
IRS Representation
Financial Planning
Investment Advisory Services
Equity, Debt, Alternative, & Real Estate
Comprehensive Retirement Planning
Personalized, Tax Efficient Wealth Management
Guidance on Preparing for, Transitioning Into, and Making the Most of Retirement
Committed to Help you Achieve your Goals Across all Financial Areas
Business Incorporations
LLC and Inc. Formation with State & Federal Authorities
Ongoing Compliance Filings with State & Federal Authorities
Federal & State Business Structure Management
Sales Tax Filings & Remittance
Required FinCEN BOI Filings
Bookkeeping and Business Analytics
Maintenance of Bookkeeping
Reconciliation of Bank Accounts
Chart of Accounts
Financial Planning & Analysis
Business Strategy
Cash Flow Management
Payroll Services
Live & After-the-Fact Payroll Service
941, 940, W-2s, 1099 Reporting
Tax Planning
Retirement Plan Contributions
Employee/Employer Benefit Programs
Worker’s Compensation Insurance
Single Member Owner & Live Employee Payroll
Cost Segregation
As your CPA, I can help you unlock major tax savings through a Cost Segregation Study—a proven way to accelerate depreciation and take advantage of the 100% bonus depreciation opportunity.
By reclassifying certain building components into shorter lives, we can often deduct a large portion of your property’s cost in the first year—lowering your taxable income and improving cash flow.
If you’ve recently purchased, built, or renovated property, now is the time to maximize your deductions.
Let’s review your property for cost segregation benefits today.
Hale & Doerr Client Reviews
“Professional patient and always ready to help. They not only respond quickly to questions and concerns, but also send timely reminders.”
“Tripp has been filing our business and personal taxes for years. They are always willing to go the extra mile. He is super knowledgeable and explains things that a “non-accountant” person can easily understand.”
“Tripp Hale and his office staff are always a pleasure to work with. My interactions with them are consistently pleasant. They are courteous, prompt and professional.”
Schedule An Appointment.
Conveniently located in Gulf Breeze, Florida—just minutes from downtown Pensacola, Navarre, and the Fort Walton Beach area—we proudly serve clients locally and across the nation. Contact us today to schedule an appointment and let us help you achieve your financial goals, wherever you are.