Our Services

  Your Financial Partner for Life

 

We offer the following services to our clients:

 

Tax Planning and Preparation - Tax planning should take place throughout the entire year.  Decisions you make every day may affect your tax situation.  At Hall Financial Services, we encourage our clients to call us with any questions or concerns prior to making a financial decision.  With ever-changing and complex tax laws, it is important to look at your tax situation more often than just on April 15th.  We take tax planning very seriously, as it is your money that we want to save.  When the time comes to file your tax return, we do not want any unpleasant surprises.  Please contact our office for more information on these services. 

 

Financial Services - The term "Financial Services" covers a broad spectrum and addresses many aspects of your life.  That is why time and dedication are required by both the advisor and the client.  We begin by listening to you.  Then we decide if your current strategy is working to meet your needs.  The next step is to determine what products and services will best help you reach your goals.  We meet with our clients periodically to review financial progress and to ensure situations and goals have not changed.  Please contact our office for more information on these services.

 

Other Services - As an accounting firm, Hall Financial Services is pleased to provide businesses and individuals a variety of traditional services.  Examples include assistance with bookkeeping, stock options, business advisory, and forming a new business.  Please contact our office for information on the additional accounting and consulting services we offer.