TAX SEASON CENTRAL
Halo Wealth Management continues to provide personal income tax preparation services for many of our clients. Our expertise in the financial industry goes hand-in-hand with our tax preparation knowledge, helping us to provide our clients with a more holistic solution than many firms can offer. Our clients have also expressed how they’ve valued our “one-stop-shop” approach to their finances throughout the years, which means a lot to us!
Going forward, our primary goals are to continue providing exemplary service to our clients and to expand the "Halo Wealth" brand in the area. Simply put, we want Halo Wealth Management to be "THE" company that Middle American families come to for wealth management, retirement planning and investment advice in the Lorain, western Cuyahoga and Medina County area. Our tax preparation services are secondary to achieving these goals.
Because of this, we are no longer accepting new income tax preparation-only clients. (By “tax preparation-only", we mean clients that wish to use us for tax prep services, but don’t currently have a need for the rest of our services.)
For prospective clients that are looking for a holistic, "one-stop-shop" approach to all their financial planning, wealth management & tax preparation needs, we’d love to discuss our entire suite of services with you to see if there might be a “fit” between us!
In effort to continue meeting the ongoing demand for tax preparation services, we began a partnership with an experienced local CPA firm in 2018. All new tax-prep referrals will continue to be serviced through our CPA partnership in the coming filing season. Our joint efforts will now be able to fully serve the financial planning, wealth management, tax preparation and bookkeeping needs of individuals, families, LLCs, partnerships, trusts and corporations.
Additional information and other tax-related resources can be found by clicking the links below.
Please review our office's latest COVID-19 update HERE!
CLICK HERE for information on our TAX PREPARATION DISCOUNTS!
CLICK HERE for downloadable TAX ORGANIZERS and other TAX RESOURCES!