Yaw A.
I’ve worked with several tax advisors over the years, but this experience stood out for all the right reasons. From the start, he was incredibly thorough, digging into areas I hadn’t even considered and offering insights that brought real value to my financial planning. He took the time to explain complex topics in a way that was easy to understand, and his advice was both strategic and tailored to my specific situation. Compared to others I’ve worked with, he was far more engaged and proactive, and I left our meeting feeling confident and well-informed. I highly recommend him to anyone looking for more than just basic tax prep, he brings a level of care and expertise that’s hard to find.
Rosie M.
Working with our Advisor has been an incredible experience so far! After just three sessions, we already feel we've received more than our money’s worth. He’s kind, knowledgeable, and explains everything in a way that’s easy to understand.
Peter J.
My Advisor has been fantastic to work with so far. He's very knowledgeable on the tax code. I love his creativity and partnership. I feel like he really cares about getting to know our family and business situation.
Krishnan I.
My advisor was clear and transparent in all our discussions. He demonstrated patience and took the time to explain complex nuances with practical examples, ensuring I fully understood the concepts. His follow-up and follow-through were excellent and consistently timely. I truly appreciate his efforts, and I feel much better equipped to perform effectively with my real estate investments as a result of his support. Thank you.
Ian S.
If I could have rated my advisor as a 15 I would have. He delivered great insight, and research along with crystal clear next steps. The notes and recap are amazing and I really appreaciate his tailoring the delivery to my circumstances and also offering insight into what could be in the coming years. I have received a plethora of value from our calls and I look forward to working with him in the coming tax years.
Brittany P.
My Advisor is really good at explaining the basics and diving into the specifics for his clients. I feel confident that the money we're spending - which is a stretch for our small business at the moment - is going to be well spent. I'm looking forward to continuing our relationship.
Louisa X.
My Advisor is extremely professional, super knowledgeable, patient, and very helpful. I am impressed by how much he knows about complicated tax issues and how friendly he's been in helping us think through our situation. Thank you for all your help!!
Zlatko D.
Excellent advisors so far. Really enjoy working with our Advisor as he is smart, professional, and very easy to communicate with. Always gets back to me in a timely fashion. They also have very helpful videos posted online to supplement learning. My Advisor is extremely detailed and knowledgeable and I trust him with my taxes. Looking forward to continuing as their client.
Travis P.
Our Advisor did a fantastic job. Would highly recommend him to anyone. He was quick to respond and extremely knowledgable.
Matt S.
This has been a great, eye-opening experience for me so far. I was worried if it would be worth the cost but so far it definitely has. Looking forward to maximizing tax savings in the years to come!
Zachary M.
My advisor has become one of my favorite people. His extreme competence and professionalism are very rare in 2023. He's done an amazing job guiding me and maximizing the efficiency of my family's tax strategies. I own and operate a financial advisory business and have a luxury rental that now runs like a business and employs my 3 kids. I look forward to working with my advisor for many years to come.
Cesar D.
I was initially uncertain about the advisory plan's value, but my outstanding Advisor completely transformed my outlook. He charted a path to success and security, providing in-depth guidance on reducing liabilities and enhancing my financial situation. I wholeheartedly recommend him to anyone seeking top-tier financial expertise.
Jennifer C.
I love my Advisor's approach. He is so organized and structured. He starts every meeting with the agenda. He keeps me on track! He is kind, thorough, honest, and just such a pleasure to work with. I'm so thankful for him!
Ashley G.
My Advisor was great. I appreciated his follow-up emails and the emails he sent before our calls to ask about topics. I feel so much more informed a year later! I think he is superb, and I appreciated working with him tremendously. I would definitely recommend him and Hall CPA to my friends. I have really been more than happy with my service at Hall CPA. Thank you so much.
Lindsay B.
My Advisor was fantastic. Incredibly informative, professional, and helpful. It's an amazing feeling to have a trusted advisor who I know has my best interest in mind. 10/10 recommend!
Chris N.
My Advisor went above and beyond to assist us. He provided us with wonderful customer service and tax benefits broken down in simple words. Super easy to communicate and always keep in touch.
We would definitely recommend anyone to Hall CPA!
Lynda F.
My Advisor was very informative!! I learned so much during our strategy meetings.
Nathan W.
My Advisor has been very beneficial for me as I am just getting started on my journey. His knowledge and expertise has helped a tremendous amount as I now have a good vision of where to go. I look foward to continue working with him in the futrue.
Brandon B.
My Advisor has been extremely helpful thus far and very informative in answering any of my questions. Definitely looking forward to working with him to reduce my taxes and grow generational wealth.
Dan H.
My Advisor has been incredible. He's an amazing consultant and has provided me significant value over the last 12 months. I would highly recommend him to others!
Luke H.
We loved working with our Advisor. He was extremely knowledgeable and patient with us. We certainly feel like we have a better understanding and footing for our business to move forward. We have recommended the Real Estate CPA to multiple friends already based on the services we received from both our Advisory and Tax Preparer.
Zach L.
My Advisor was an excellent resource in helping to shape my investment strategy. He explained concepts in ways that I could understand and apply, and quickly answered any questions I had. His guidance gave me confidence in my investments and tax strategy with STRs.
Chris M.
My Advisor has been amazing. With his help we have a clear strategy that we have started to execute, and it has been paying off! He has provided expert advice and provided a wealth of information. Would recommend 100 percent!
Nate C.
My Advisor has been outstanding, he takes time to prepare for each call, he's responsive via email, he's knowledgeable and can speak to anything I've had questions on. He takes time to explain things and breaks concepts down to bite-size pieces. It is clear he takes time to read through my info so that he can be prepared to go into detail on my specific situations. I was hesitant to spend the money on this engagement but after the first 2 calls I feel it's well worth it.
Sandra A.
We had a great experience working with our Advisor. He is so approachable and knowledgeable which is the perfect combination when dealing with taxes. Thank you!!
Daniel C.
My Advisor has been great so far in our engagement and has taken the time to understand my situation and provide clear and direct feedback and solutions to my questions. He has brought a ton of value and I look forward to continuing our partnership as I grow my business!
Kishore L.
My wife and I are first-time STR investors and we have not had a positive experience with our former CPA. Meeting with our Hall CPA Advisor for the first time was refreshing and filled us with optimism! Besides being pleasant and personable, he has been patient with us and has taken the time to understand our situation thoroughly. We were a bit embarrassed about not knowing the strategies our former CPA had employed but our Advisor made us feel very much at ease with that. Learning from him about STR tax strategies and the potential for tax savings has been enlightening. It is such a relief for us to know we have this support especially as we embark on our real estate journey. We look forward to our continued collaboration and here's hoping that it will be a life-long one!
Stacy P.
Excellent service - explains everything very well. I'm very happy that we chose to do the advisory service.
Travis S.
I have an outstanding advisor. He listens well and provides direct guidance with the right amount of education and information to help make informed decisions. Glad to have him on my team!
Heather W.
I have had an excellent experience with my advisor. He is able to answer all of the questions that I have in a way that is easily digestible and brings fresh ideas and suggestions that have very much helped in our tax reduction strategy.