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Helping Businesses Thrive Through Financial Expertise

Haefele Flanagan is a full-service accounting and consulting firm with more than 50 years of experience providing a wide range of services to clients in various industries. With a team of certified public accountants, financial advisors, and business consultants, Haefele Flanagan is committed to delivering exceptional financial solutions tailored to each client's unique needs. From start-ups to seasoned organizations, Haefele Flanagan's goal is to help clients achieve financial success through expert guidance and unparalleled service.

Services Offered

Haefele Flanagan's services are rooted in deep industry knowledge and an unwavering commitment to clients' financial well-being. The firm goes beyond traditional accounting and strives for results that exceed clients' expectations. Here are some of the services Haefele Flanagan offers:

  • Business Advisory Services: Haefele Flanagan provides value-added, cost-effective solutions that improve the financial position and operations of businesses. The firm's advisors work closely with clients to identify opportunities for growth and improvement and develop strategies to achieve them.
  • Accounting & Assurance: Haefele Flanagan offers top-shelf accounting, auditing, and attest services that buoy and bolster a wide variety of businesses and organizations. The firm's accounting services include bookkeeping, financial reporting, and tax compliance. Its assurance services include audits, reviews, and compilations.
  • Business Valuations: Haefele Flanagan's recognized team of professionals can assign the accurate value to a business enterprise. Whether for estate and gift tax planning, mergers and acquisitions, or shareholder disputes, Haefele Flanagan can provide a well-supported and defensible valuation.
  • Client Accounting Services: Haefele Flanagan's ClarityCounts service offers customizable guidance and resources to small and medium-sized clients. The firm's accounting professionals can provide on- and off-site support, including bookkeeping, financial statement preparation, payroll, and sales tax compliance.
  • Cost Segregation: Haefele Flanagan's cost segregation service can help clients uncover potential savings opportunities. The firm's experts can assist in tax deferral auditing, assessment, and organization.
  • Employee Benefit Plans: Haefele Flanagan's audits and expertise meet compliance requirements and maximize internal control. The firm can help clients design and implement quality retirement plans that are essential to any serious business.
  • Exit Planning: Haefele Flanagan's exit planning services aim to protect clients' interests and get the most value for their business. The firm's advisors work with business owners to develop a succession plan that meets their goals and objectives.
  • Financial & Estate Planning: Haefele Flanagan's financial and estate planning services help clients prepare for and meet immediate and future financial needs. The firm's advisors work with clients to develop a customized plan that considers their unique circumstances, goals, and risk tolerance.
  • Litigation Support: Haefele Flanagan's litigation support services provide clients with the financial expertise they need to navigate complex legal issues. The firm's experts can provide damage calculations, forensic accounting, and expert testimony.
  • Mergers & Acquisitions: Haefele Flanagan's mergers and acquisitions services help clients navigate the complexities of buying or selling a business. The firm's advisors work with clients to identify opportunities, evaluate options, and structure deals that meet their goals and objectives.
  • Tax Planning: Haefele Flanagan's tax planning services help clients minimize their tax liability and maximize their after-tax income. The firm's tax advisors work with clients to develop a tax strategy that considers their unique circumstances, goals, and risk tolerance.
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