Tax Services

Here at Halo CFO & Tax we provide more than just the basic tax preparation and filing.​

One of the many things that sets us apart from the rest is that we work with you to maximize your return (within the legal limits, of course) throughout the entire tax preparation process.  


We also provide PDF copies and neatly compiled copies of your returns (upon request).

Furthermore, we offer a complimentary review meeting. In this meeting we provide a detailed analysis of your return and advise you with essential tax strategies for the next year.


Above you will find links and downloadable forms to get you started with our tax preparation services. Once you complete any document, you may submit it it via our secure tax document upload links below.


You can find additional helpful links on our RESOURCE PAGE for more tax resources.


Business Tax Returns

*Starting at $695

*Additional schedules and forms may be subject to extra fees. 

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We will gladly Email or send any document securely via DocuSign upon request.

Thank you for your service!

We offer 10% Military discount

Personal Tax Returns

*Starting at $195