The RHA Advisory Model

At Robert Hall & Associates, we’re not just about preparing tax returns – we’re about revolutionizing the way you approach taxes and finances. Our Advisory Model is a comprehensive approach to tax planning and consulting that can potentially save you tens of thousands to hundreds of thousands of dollars, depending on your situation.

Rated 4.9 / 5 based on 650+ reviews

How It Works

Initial Consultation

Initial Consultation Your journey with us begins by scheduling a complimentary initial consultation. If you can provide your documentation beforehand, our team can start working on potential strategies even before our first meeting. During the consultation, we’ll chat about your financial goals, concerns, and objectives, as well as discuss your current tax situation. At the end of the consultation, you’ll receive an in-depth proposal document that outlines the specific strategies we recommend for maximizing your tax savings. This proposal is yours to review and take home, giving you the opportunity to fully understand and consider the recommendations before moving forward. Additionally, the proposal will include actual dollar amounts of projected savings for the next 5 years, providing a clear picture of the potential impact of implementing the recommended tax strategies.

Customized Strategies

Leveraging the information you provide, we develop personalized tax-saving strategies tailored to your specific needs and goals. This includes not only tax planning but also tax preparation – ensuring that your returns are filed accurately and efficiently.

Implementation

Once you approve the proposed strategies, we swing into action, implementing them on your behalf. From maximizing deductions to exploring tax-efficient investment options, we leave no stone unturned in our quest to optimize your tax efficiency.

Ongoing Support

Our relationship doesn’t end with tax season. Throughout the year, we provide ongoing support, scheduling regular meetings to review your financial progress, address any changes in your situation, and adjust strategies as needed.

Why Choose Us

Experience

With decades of experience in tax planning and consulting, our team has the knowledge and skills to navigate complex tax regulations effectively.

Personalized Approach

We understand that every client is unique, which is why we tailor our strategies to fit your specific needs and goals.

Proactive Guidance

We don’t wait until tax season to start thinking about your taxes. Our proactive approach ensures that you’re taking advantage of every available opportunity for tax savings throughout the year.

Is the Advisory Model Right for You?

The Advisory Model isn’t for everyone. To benefit from this approach, you need to meet certain criteria and have a willingness to engage in proactive tax planning. If you’re committed to maximizing tax savings and achieving your financial goals, then our Advisory Model might be for you.

Get Started Today

Ready to take control of your taxes and secure your financial future? Schedule your free initial consultation with Robert Hall & Associates today. Let us show you how our Advisory Model can transform your approach to taxes and finances, saving you money and helping you achieve your financial dreams.

Your journey to financial success starts here. Contact us now to get started.

Trusted by American Businesses and Individuals

     Excellent  
     Based on 685 reviews 
    
 
 
   
 
 
        
   Leon Thomasian 
 2024-05-15
 
 
  My wife and I have decided to file our taxes with the Robert Hall firm and it has been a really pleasant experience - from the reception, to the service, to the knowledgeable and valuable input they give to their clients. It is worth every penny and I will continue filing through them in the coming years.
  
 
       
   HAKU AINA PROPERTIES INC 
 2024-05-11
 
 
  I was referred to Tony Watson at Robert Hall & Associates by our good friends.  Our Business and personal tax situations are complicated.  Tony has guided us through the best ways to maximize our tax savings.  He is very experienced, knowledgeable, and efficient.  I was informed and prepared for next year tax direction.  I look forward to file our next year taxes with him again.
  
 
       
   Tim 
 2024-05-10
 
 
  I had a complimentary tax consultation, and was very impressed. Based on the consult, I'm signing up with them. While they are focused on minimizing your taxes, they are also straight-forward when it comes time to saying "No" to a particular strategy if it's just not sound. I really appreciate that.
  
 
       
   Mike Mayes 
 2024-05-09
 
 
  I had a complimentary phone meeting with Candice and she was FANTASTIC! My partner and I had a few questions about minimizing our taxes and she thoroughly and expertly answered them all. She recommended that we stick with TurboTax until we have a more complicated tax situation. What a breath of fresh air to get that honesty.

Thank you Candice! We’ll be back when we’re making more money or when I start my own business.
  
 
       
   Wali 
 2024-04-23
 
 
  I had an initial appointment and they took the time not only answering them but explain all the questions I had. Very professional and courteous I must say!