Hall Tax & Planning Services

Absolutely phenomenal office personnel!! Roger,Vickie,Haven and Shelly are always knowledgeable,professional,courteous and friendly. The Hall Group maintains high standards for their financial planning and tax preparation. I have been their client for many years and have referred them to family and colleagues. I have trusted Hall Group with all of my financial planning for retirement and will continue to seek their advice.
Mar 12th, 2023

Haven and her team did us a great help! We are a 501c3 and we had some tax issues and Vicki got us back on track and gave us all the guidance we needed to be able to figure out last year and next year's tax issues. We are extremely grateful and will be using them the future!! Thanks you guys!!!
Feb 19th, 2023

I would refer the Hall Group to anyone that is looking to exceed their financial expectations. My husband and I moved our annuities and financial planning to their firm over a year ago and we could not be happier. Roger, Vicki, Haven and Shelly are professional kind and they treat you like family. Roger is very knowledgeable about the stock market and annuities and have done great things for us in just one year. Vicky will be handling our taxes both personally and business this year and I could not recommend them more!
Feb 17th, 2023

The Hall Group is a professional and respectful group of folks who really listen and take the time to know what is important to you. Financial planning and expectations are important in this economy and Roger understands that.
Feb 15th, 2023

Hall Tax & Planning has been doing my taxes for about 10 years now! They are welcoming, professional, timely, and treat you like family! Phenomenal, trustworthy group of people! 10/10 recommend!
Feb 14th, 2023