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

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, we are just minutes away from downtown Pensacola, Navarre, and the Fort Walton Beach area. Contact us today to schedule an appointment and let us help you achieve your financial goals.