Strategic Tax Planning that saves money and lowers your taxes.

Tax Planning is an add on to any package and well worth the cost.

Your CPA will project your future taxes, show you strategies you are not taking advantage of, and help you implement reductions in your tax bill.

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Bookkeeping Service Pricing

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.

Start Your Tax Package

Halon partners with the tools you already use

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.

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Meet Halon

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.