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Hale & Company Advisors

Tax & Business Advisory

Precision tax strategy. Every entity. Every year.

As IRS Enrolled Agents, we bring federally licensed tax expertise to businesses, individuals, and trusts — delivering accurate filings, proactive planning, and year-round advisory that keeps your tax position optimized.

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IRS Enrolled Agent

Federally licensed tax practitioner

Business Returns

Corp, S-Corp, Partnership, LLC

Individual & Trust

Personal and fiduciary returns

Year-Round Advisory

Not just at filing time

Our Services

Comprehensive tax and advisory services under one roof.

From entity formation through annual filings, payroll, and bookkeeping — we handle every layer of your tax and business advisory needs with the same precision and care.

Business Tax Returns

Accurate, strategic preparation of federal and state returns for corporations, S-corps, partnerships, and LLCs — filed on time and structured to minimize your tax burden.

  • C-Corp & S-Corp Returns (Form 1120 / 1120-S)
  • Partnership Returns (Form 1065)
  • LLC Tax Filings
  • Multi-state Business Returns

Personal Tax Returns

Comprehensive individual tax preparation that goes beyond data entry — we review your full financial picture to identify every deduction and credit available to you.

  • Federal & State Individual Returns (Form 1040)
  • Self-Employed & Freelancer Returns
  • Investment & Capital Gains Reporting
  • Multi-state Individual Filings

Trust & Estate Tax Returns

Specialized preparation for trusts and estates, ensuring compliance while preserving wealth for beneficiaries across generations.

  • Trust Income Tax Returns (Form 1041)
  • Estate Tax Returns (Form 706)
  • Grantor & Non-Grantor Trust Filings
  • Beneficiary K-1 Preparation

Tax Planning & Strategy

Year-round proactive planning that keeps your tax position optimized — not just at filing time. We model scenarios, time income and deductions, and build strategies aligned with your goals.

  • Year-Round Tax Planning
  • Estimated Tax Projections
  • Entity Structure Optimization
  • Tax-Efficient Exit & Succession Planning

Entity Creation & Structure

From day one, the right entity structure can save you thousands annually. We advise on formation, election, and restructuring to align your business with your tax and liability goals.

  • Business Entity Formation Advisory
  • S-Corp Election & Timing
  • LLC Operating Agreement Review
  • Entity Conversion & Restructuring

Payroll & Estimated Tax Payments

Stay compliant and avoid penalties with properly managed payroll tax filings and estimated payment schedules — coordinated with your overall tax strategy.

  • Payroll Tax Filings (941, 940)
  • Quarterly Estimated Tax Payments
  • W-2 & 1099 Preparation
  • Payroll Compliance Review

Business Advisory

Beyond tax compliance, we serve as a trusted advisor on the financial decisions that shape your business — from cash flow and profitability to growth and transition planning.

  • Cash Flow & Profitability Analysis
  • Business Performance Review
  • Buy/Sell & Transition Advisory
  • Owner Compensation Strategy

Outsourced Bookkeeping

Clean, accurate books are the foundation of good tax strategy. Our outsourced bookkeeping keeps your records current and tax-ready throughout the year.

  • Monthly Bookkeeping & Reconciliation
  • Chart of Accounts Setup
  • Financial Statement Preparation
  • Year-End Tax Readiness Review

Why an Enrolled Agent

The highest credential the IRS grants — working for you.

An Enrolled Agent (EA) is a federally licensed tax practitioner credentialed directly by the IRS — the only tax professional with that distinction. EAs have demonstrated expertise across all areas of federal taxation and hold unlimited rights to represent clients before the IRS.

At Hale & Company Advisors, that credential means you get proactive, year-round tax strategy from someone who knows the tax code at the deepest level — not just at filing time.

Work with us

Federally Licensed

Credentialed directly by the IRS — not a state board — with demonstrated expertise across all areas of federal taxation.

Unlimited Representation Rights

EAs can represent any taxpayer before any IRS office for any tax matter — audits, collections, appeals, and more.

Year-Round Expertise

We stay current through mandatory continuing education, keeping your strategy aligned with the latest tax law changes.

Holistic Advisory Mindset

Tax strategy doesn't exist in isolation. We coordinate with your business goals, estate plan, and wealth management to optimize the full picture.

Get Started

Schedule a complimentary consultation.

A 30-minute conversation to understand your tax situation and explore how Hale & Company Advisors can serve you. No obligation, no pressure.