Hale and Doerr, CPA, CFP LLC - Gulf Breeze, Florida

Candi C.

Heather was very helpful. Not only did she discuss tax returns, we also discussed future investments options that would benefit us the most. My husband and I have spoken with other tax professionals and financial advisors, but we left our meeting with Heather feeling more secure about our future plans.

Laura S.

Hale & Doerr provides excellent service for both our personal and business taxes. Heather, Tripp, and the entire team are friendly, available, and incredibly helpful, offering clear advice. Highly recommend them for anyone needing reliable, expert tax support!

joe C.

I cannot overstate how helpful, patient, and competent the folks at Hale and Doerr have been. They helped my wife and I sort out our business taxes, our past returns, and create a financial plan for our family. We have since sent our extended family, friends and colleagues to them with our full confidence that the Hale and Doerr team will provide the same level of professionalism and care to their needs as well. Tripp saved us thousands of dollars. We are clients for life!

Ralph H.

I have used this firm for many years to prepare my income tax returns and to advise me financially! "Excellence" is the one word that describes them perfectly! Trip and every person in the office are top notch, well informed, diligent, up to date, efficient, caring, helpful, reasonably priced and and try to give every client the best experience possible! I HIGHLY recommend Hale & Doerr for your income tax, accounting or investment needs in the Pensacola, Gulf Breeze area!!! Ralph

Tina R.

I cannot say enough great things about Heather and her amazing team at Hale and Doerr LLC! From the very first interaction, they have been nothing short of professional, knowledgeable, and incredibly attentive to my financial needs.

Heather’s expertise in tax planning, accounting, and business strategy has been a game-changer for me. She takes the time to thoroughly explain every detail, ensuring that I not only understand my financial situation but also feel confident in the decisions we make. Her proactive approach has saved me time, stress, and money!

The entire staff at Hale and Doerr LLC is equally fantastic—responsive, detail-oriented, and always ready to assist with any questions I have. Their commitment to excellence and personalized service truly sets them apart from other firms.

If you’re looking for a CPA team that genuinely cares about your success and delivers top-tier service, look no further than Heather and the professionals at Hale and Doerr LLC. I highly recommend them to anyone in need of expert financial guidance!

Debra O.

Brett has prepared my taxes for the past 5+ years and has always been responsive and timely. I’ve moved to another state and two different major cities, and I continue to utilize his service. The best around.

Joe S.

I used Hale and Doerr for both my personal and small business taxes. They are professional, efficient, and personable. Gave me a lot of good information to save more for my business in the coming year as well. Highly recommended.

Ronnie B.

Everyone at Hale and Doerr are caring and incredibly effective. They are more like family, a special shout out to Trip Hale. He is a trustworthy partner in my family's pursuit of retirement and financial success 🙏