Hartley Tax & Accounting

Hartley Tax & Accounting, LLC is a trusted partner for individuals, churches, non-profits, and small businesses in tax planning, compliance, and bookkeeping. Founded by Jean Hartley, an experienced tax accountant and Enrolled Agent with the IRS, the firm offers personalized solutions tailored to meet each client's unique needs.

Our Vision

Our vision is to empower our clients through personalized tax planning, ensuring they achieve financial stability while maximizing their potential. We believe in building trusting relationships with our clients, offering guidance and support throughout the process.

Our Services

We offer a comprehensive range of services, including:

Individual Tax Services

• Tax preparation and filing
• Tax planning and consulting
• Tax resolution and dispute assistance
• Retirement planning and investment guidance

Business & Non-Profit Services

• Tax compliance & government reporting
• Financial planning and forecasting
• Bookkeeping services
• Payroll services
• Consulting services for housing allowance, estimated payments, and new business setup

Our Team

Our team of experienced professionals includes:

• Jean Hartley, CEO & Founder: With 35 years in accounting and 33 years specializing in ministry tax, Jean provides expert guidance and leadership to the firm.
• Dan: An AFSP-credentialed tax preparer, ensuring accurate and efficient tax filing for our clients.
• Robin: Skilled in scheduling and communication, handling client inquiries and ensuring smooth operations.
• Tom: Efficient and tech-savvy, managing our secure online portal for client convenience.
• Shelly: Certified QuickBooks expert, providing expert bookkeeping services for clients.
• Alyssa: Highly skilled in bookkeeping, supporting clients with efficient financial management.

Why Choose Hartley Tax & Accounting, LLC?

• Personalized and customized service
• Experienced and qualified professionals
• Strong commitment to client communication and transparency
• Secure and efficient online filing and secure file storage
• Competitive fees and payment plans

We look forward to partnering with you and helping you achieve financial success!