Tax Strategy · Business Advisory · Wealth Management
Precision in every financial decision.
Hale & Company Advisors is a holistic advisory firm — guiding businesses, individuals, and trusts through entity formation, tax planning, payroll, and estate strategy, with wealth management available through our affiliation with Hale Wealth Management.
What We Do
Holistic advisory. Every stage of your financial life.
Tax & Business Advisory
From entity formation to annual filing — we handle it all.
As an IRS Enrolled Agent, Hale & Company Advisors brings federally licensed tax expertise to every engagement. We work with businesses, individuals, and trusts — not just at tax time, but year-round as a true advisory partner.
From the moment you form your entity through payroll, estimated payments, and annual returns, we keep your tax position optimized and your obligations on track.
- Individual Tax Preparation
- Business Tax Preparation
- Trust & Estate Tax Preparation
- Tax Planning & Strategy
- Entity Creation & Structure
- Business Advisory
- Payroll & Estimated Tax Payments
- Outsourced Bookkeeping
Wealth Management
Building and preserving wealth across generations.
Wealth management services are provided through our affiliation with Hale Wealth Management — bringing CFP®-credentialed financial planning and investment advisory together with the tax expertise of our Enrolled Agent practice.
Your investment strategy, estate plan, and tax position are coordinated from a single advisory relationship — so every decision supports the full picture.
- Financial Planning
- Investment Portfolio Management
- Retirement & Income Planning
- Estate Planning
- Risk Management & Insurance Analysis
The Hale & Company Difference
One firm. Every layer of your financial life.
From forming your business entity and managing payroll, to filing business, personal, and trust returns, planning your estate, and growing your wealth — Hale & Company Advisors brings it all together. Tax advisory in-house, wealth management through our affiliation with Hale Wealth Management, and outsourced bookkeeping so nothing falls through the cracks.
What Our Clients Say
Ann Busbee
August 29, 2026
Trip Hale is the best! The only thing better than the price was the service! Great people, customer for life!
Adam Schweigert
August 18, 2026
I have been a client of Hale & Company for many years and have always received exceptional service. They offer much more than traditional accounting and tax preparation—their business guidance and tax advice have been invaluable to me over the years. They are knowledgeable, responsive, professional, and genuinely committed to helping their clients succeed. I highly recommend Hale & Company to anyone looking for a trusted, full-service accounting firm and business advisory practice.
Dylan Oberhausen
August 16, 2026
Can't say enough good things. Tripp is one of the nicest guys you'll ever meet, and he actually makes talking about taxes and money easy. Super down-to-earth and dependable. You're in great hands with him—highly recommend!
MP3
August 14, 2026
If I could give 10 stars I would. Professional service with a family feel.
ray Krupka
December 21, 2024
Elizabeth Cyr
January 17, 2024
The right advisor changes everything.
Whether you're navigating a business transition, planning for retirement, or simply looking for a more integrated approach to your finances — we'd like to meet you.
Get Started
Schedule a complimentary consultation.
A 30-minute conversation to understand your situation and explore how Hale & Company Advisors can serve you. No obligation, no pressure.
Schedule a ConsultationOr call us directly to speak with an advisor