Mr Tax

Hale & Doerr is a trusted accounting and wealth management firm serving individuals and small businesses in the Gulf Breeze area. We combine expertise in tax preparation and planning, bookkeeping, payroll, and wealth management to empower our clients to achieve their financial goals.

Tax Services for Individuals and Businesses

We understand the complex landscape of tax law and leverage our deep knowledge to maximize your tax savings. Our services include:

• Individual Tax Planning & Preparation: Comprehensive planning and filing of federal and state tax returns
• Small Business Tax Planning & Compliance: Specialized guidance on minimizing your business taxes and maximizing deductions
• Tax Credits & Deductions: Staying current on the ever-changing landscape of tax credits and deductions to ensure you get every deduction and credit available
• Self-Employment Taxes: Expertise in navigating the unique tax challenges faced by freelancers and independent contractors

Accounting and Bookkeeping Services

We provide accurate and efficient bookkeeping services to ease the burden of financial tracking and reporting. Our services include:

• Bookkeeping & Financial Reporting: Efficient and reliable bookkeeping services to keep your financial data organized and up-to-date
• Payroll Services: Streamlining and simplifying payroll processing to ensure accuracy and compliance with tax regulations
• Quickbooks Consulting: Comprehensive assistance with setting up, managing, and maximizing the potential of QuickBooks for your business

Wealth Management & Planning

We offer personalized wealth management solutions to help you achieve your financial and retirement goals. Our services include:

• Financial Planning & Analysis: Comprehensive analysis of your financial situation and development of a personalized plan
• Investment Planning: Tailored strategies for investing your assets to achieve your specific financial goals
• Retirement Planning: Guidance on maximizing your retirement contributions and planning for your later years
• Estate Planning: Creating and implementing estate plans to secure your financial future

Our Team & Values

At Hale & Doerr, we are driven by the desire to establish strong relationships with our clients and provide exceptional service. We are committed to:

• Client-Focused Approach: We take the time to understand your unique needs and goals to develop tailored solutions.
• Integrity & Transparency: We operate with the highest ethical standards and maintain open communication.
• Knowledge & Expertise: Our team stays current with the latest tax laws and financial planning strategies.