Tax Services

Tax Preparation & Filing

Whether an individual or business, don’t miss out on tax deductions and credits you could be eligible for. We prepare returns and discuss tax savings strategies with our clients. All returns are electronically filed. Every household and business is different, but you don’t have to do it alone.

Tax Planning Services

Lets develop a tax saving strategy that works with your financial plan. At Halle & Associates, we do our best to share opportunities that legally reduces your tax bill throughout our tax preparation process. We are here to discuss tax exemptions, deductions, and benefits offered by the IRS to optimize your tax efficiency. We work with our clients year round to help them understand the tax implications of potential financial decisions in order to help them make educated decisions. Being proactive about your tax situation can potentially save you a lot of money.

Tax Compliance & Relief

It can be confusing and scary receiving a notice from the IRS. We help clients respond and stay on track. Services included but not limited to the handling of IRS notices and non-filed or amended tax returns.

Accounting Services

Bookkeeping Services

Includes the recording and classifying of business transactions for financial management and reporting purposes. Having up-to-date and organized records is essential for businesses to have a clear view on their finances.

Accounting Services

The next level of bookkeeping services which includes verifying and analyzing financial data, generating and reviewing financial reports, recording of adjusting entries, and assisting business owners to understand the impact of their financial decisions.

Payroll Processing & Filing

From processing payroll to filing payroll tax returns, we got you covered. At Halle & Associates, we customize our payroll service to fit your business needs. Whether your requiring comprehensive services that takes care of everything payroll related or after the fact payroll services that simply makes tax deposits and/or files payroll returns.

QuickBooks

The leading accounting software for small businesses. Great news, we specialize in it! Although this software was developed for the business owners, there are complexities to the application if you don’t understand what your doing. We offer services in setup, bookkeeping or accounting, and training.