Add our "done for you" bookkeeping service to any Halon package
Tax Planning is our Most Important Service
See Current Tax Projections
Halon integrates your bookkeeping, payroll, and personal accounts into our planning software so you see updated information each week.
Find the Best Strategies
From simple strategies to complex planning, Halon can show you every idea and tax reduction plan and allows you to choose the best for you and your family.
Organize Your Financial Life
Running a business is hard, and often it is easy to overlook your overall financial plan. Our planning service puts all the pieces together for you.
We Partner with Tax Planner Pro
Updated Projections Every Week
Tax Planner Pro syncs to your bookkeeping software so your business and personal tax projections update every week. When you log in you will see up to the moment information.
Simulate any tax strategy or change to your plan
Part of good tax planning is running simulations with different tax ideas and plans so you can find the best outcome and combination. Tax Planner Pro makes that task easy and quick.
Discuss with your CPA all year long
Have a tax planning question? No problem, our tax planning service give you access to your CPA and tax team via chat or online meetings.
We wil
The best bookkeepers in the country
If you would like someone to prepare your books for you and need a full service professional, we have a large list of pro's waiting to contact you. Our Advisor Directory are the best of the best.
Fully integrated with the Halon software
Every bookkeeper in our directory has several clients using Halon and can work directly in the software to help you manage your taxes. They are fully trained on all things bookkeeping and payroll.
Join the thousands of small businesses that rely on Halon to handle their accounting.
Try a tax season without the stress and the headaches. You can get started and meet with your CPA tomorrow. Let us prove what a difference Halon can make in your business.
Halon is the most advanced business tax software on the planet. He can't wait to work for you. Halon can prepare business tax returns and personal returns.
Find All Your Deductions.
Our Halon Financial Accountants start your return filing process by reviewing your financials to make sure you have every deduction you deserve. If we see anything that might be a red-flag to the IRS, we will let you know.
Connect QuickBooks To Halon
Connecting your QuickBooks Online account to Halon is fast and easy. Once connected, Halon will analyze your financial information in real-time. Halon then looks for any missed tax deductions or IRS red flags.
Halon Prepares Your Return
Our state of the art AI will prepare you your tax return and once the return is ready your CPA will inspect it and make sure every detail of your return is accurate.
Meet With Your CPA
After your return has been reviewed by your CPA, you will be able to meet with them to go over all of the calculations, ask questions and feel confident in your return before you sign off on the finished product.
Halon Files Your Return
After you eSign your tax return, Halon files your return with the IRS and then its time for your personal return.
Meet Halon
Halon is the most advanced tax software on the planet. He can't wait to work for you.
Find All Your Deductions
Our Halon Financial Accountants are standing by ready to review your financials.
Connect QuickBooks To Halon.
Halon analyzes your financial data and checks for accuracy and missed tax deductions.
Halon Prepares Your Return
Once the return is ready your CPA is there to inspect it and make sure every detail is right.
Meet With Your CPA
Time to review your return with the CPA that prepared it and sign off on the finished product.
Halon Files Your Return
After you eSign your tax return, Halon files it with the IRS and its time for your personal return.
Tax Document Upload
Use your phone or computer to upload your tax documents. You can mail them too.
CPA Pre-Tax Meeting
Your personal CPA meets with you to discuss the return and tax planning.
Personal Tax Return Preparation
Use your phone or computer to upload your tax documents. You can mail them too.
Tax Return Review
When the return is finished you are notified and provided draft copies to review.
Efile Returns & Refund
When you are ready we will efile everything for you and get your refunds deposited to your bank.
Pre-Tax CPA Meeting
The CPA Tax Team prepares your 1040 and state returns, watching for ways to lower your tax.
Personal Tax Return Preparation
The CPA Tax Team prepares your 1040 and state returns, watching for ways to lower your tax.
Tax Return Review
When the return is finished you are notified and provided draft copies to review.
Efile Returns & Refund
When you are ready we will efile everything for you and get your refunds deposited to your bank.