Superior financial advice & guidance from experts who actually invest

Hall CPA measures success in results earned for our
clients, not billable hours. Results are what matter to us because,
like you, we’re serious investors ourselves.

HallMark_LogoAnimation_v2 (1)
OUR MISSION

We build engagements on trust, not transactions.

We help reduce our clients’ tax burdens, provide financial clarity, and serve as trusted partners in their growth.

OUR VISION

We're building an innovative, people-first firm that makes better investors and raving fans out of everyone we meet.

OUR VALUES

We believe in integrity, forward-thinking, continuous improvement, teamwork, ownership, humility, and grace & kindness.

SERVICES

A CPA firm that understands and anticipates your needs

It’s uncommon in the CPA industry, but it’s our guiding principle: people who issue financial advice to serious investors for a living should understand the specific issues they face. That requires knowledge that only comes with experience.

Hall advisors have put their own money on the line in the verticals they serve, providing advisory, accountancy, and tax services with peerless industry expertise.

Advisory

Advisory

Get strategic insights, wealth optimization and personalized solutions for your long-term financial objectives.

Advisory

Accounting

Achieve clarity and maximize your investment potential with precision accounting services from industry experts.

Tax Preparation

Tax Preparation

From optimizing deductions to navigating tax codes, we ensure every opportunity for savings is seized.

Tax Smart Investors

Tax Smart Investors

Get practical tips for reducing your tax burden and staying compliant with the IRS and state tax authorities.

INDUSTRIES WE SERVE

For serious investors, syndication firms, fund managers, and others looking to scale their growth.

Real Estate
REAL ESTATE

Trusted partners in your success.

Benefit from ‘always-on’ service, technology-driven workflows, and operational insights from experts who are real estate investors, themselves. Hall CPA partners with you in critical ways, including:

  • Email Support
  • Real Estate Tax Research
  • On-Demand Calls
  • Calls with 3rd Parties
  • Document Review
  • IRS Letter Support
  • Quarterly Tax Estimates
  • Tax Projections
  • Tax & Legal Summit Recordings
  • Flat-fee Structure and more

THE REAL ESTATE CPA

Meet our leadership team

Over the years, we’ve grown from a one-man shop to a 20+ person firm servicing hundreds of clients nationwide. We hire the best talent all over the U.S. allowing us to compete with the largest firms but offer a boutique client experience.