Hallwell Financial
Welcome to Hallwell Financial, where your financial success is our mission. Thank you for considering us as your trusted tax and financial consulting partner. We are a virtual financial firm dedicated to helping real estate professionals and individuals maximize profitability, increase cash flow, and lower or eliminate tax liability. We take pride in our specialization in serving real estate agents, a dynamic group with unique financial needs. Our CEO is a licensed realtor with over fifteen years of experience, and we understand the intricacies of your industry. But our commitment doesn't stop there. At Hallwell Financial, we believe in a client-centric approach. We'll take the time to understand your unique financial situation and work diligently to find the best solution for your tax needs.
“MONEY, LIKE EMOTIONS, IS SOMETHING YOU MUST CONTROL TO KEEP YOUR LIFE ON THE RIGHT TRACK.” – Natasha Munson
Secure Your Financial Future with Hallwell
Looking for expert financial guidance? Look no further than Hallwell Financial. Our virtual model ensures accessibility no matter where you are, and we leverage cutting-edge technology to streamline processes and safeguard your data. Let's work together to reach your financial goals today!
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Our Mission
Our mission is to proactively empower our clients with the knowledge and confidence to make efficient and effective financial decisions. We strive to help you understand and gain control of your finances and create strategic plans to maintain sustainability. We are on a mission to help build positive financial habits that could achieve financial freedom and generational wealth while maintaining integrity and honesty. We provide current, accurate, and professional advice in correspondence with the changing laws to be spoken in an easily understandable way.
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Do you file taxes all year?We offer tax preparation and filing services from February to November when the IRS e-file system is available.
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Do you offer e-filing?Absolutely! Generally, e-filing allows for fewer mistakes and faster refunds. Our firm operates virtually, making submitting your information from anywhere convenient.
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What payment methods do you accept?We accept all major credit and debit cards.
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Do you give estimates?No. Please only submit your tax information to us if you want us to prepare your return. By submitting your tax information, you agree to our Terms and Conditions and acknowledge that we do not give estimates by signing the engagement letter. You are responsible for any work performed; unpaid invoices will be forwarded to collections and reported to all three major credit bureaus. Even if you use another preparer, you must still compensate us for the completed work.
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Can I e-file if I owe money to the IRS?Of course! When you owe money to the IRS, you can e-file your return without sending in payment at the time you submit your return. The IRS is OK with waiting as long as you pay by the tax filing deadline, which is normally April 15.
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How will I know that the IRS has received my tax return?You can check the status of their refund easily and conveniently with the IRS Where's My Refund tool (conveniently located at the top of our website). Your refund status is available within 24 hours of e-filing your current year's return. The tool also gives you a personalized refund date after the IRS processes and approves the return.
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What kind of support do you offer?We provide email and phone support throughout the tax season. For an additional fee, we also offer audit protection.
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When to pay estimated taxes?For estimated tax purposes, a year has four payment periods. Taxpayers must make a payment each quarter. For most people, the due date for the first quarterly payment is April 15. The next payments are due June 15 and Sept. 15, with the last quarter’s payment due on Jan. 15 of the following year. The deadline is the next business day if these dates fall on a weekend or holiday.
Schedule A Consultation
Ready to take control of your financial future? Contact us today to schedule a consultation. Let's work together to secure your financial success.
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