Business Details
47 Years
experience
Trusted Tax Solutions & Accounting Services in Hendersonville, NC
Hale Accounting & Financial Consulting is a full-service accounting firm specializing in small business and individual tax solutions, with a focus on resolving complex IRS issues. Founded in 1979 by Edward Michael Hale, a former IRS agent with 11 years of experience in civil and criminal divisions, our firm combines deep industry expertise with personalized service. Our team includes Erin Hale, a former IRS collections specialist, and Amanda Hale, who manages bookkeeping and media operations. We offer comprehensive services including tax return preparation, audit representation, payroll processing, business valuation, and estate planning.With offices in South Carolina, Colorado, and Italy, we serve clients globally while maintaining a family-owned commitment to transparency and client education. Our unique value lies in our insider knowledge of IRS processes, enabling us to negotiate settlements, resolve unfiled returns, and provide strategic financial guidance. We prioritize empowering clients through financial literacy, offering educational resources like our Business Education Center. Our proven track record spans decades, serving as a trusted partner for businesses and individuals navigating tax challenges.
Services
Tax Problem Resolution
Bookkeeping Services
Return Preparation
Business Services
Estate Planning
Details
- Year established: 1979
Highlights and features
- Former IRS agents with combined 40+ years of tax resolution experience
- Global service with offices in the US and Italy
- Specialize in complex IRS negotiations including Offers in Compromise
- Comprehensive financial education resources for business owners
- Family-owned firm prioritizing personalized client support
Associations and certifications
- IRS Enrolled Agents
Services
Tax Problem Resolution
Specialized resolution for IRS issues including audits, levies, and unfiled returns. Our former IRS agents negotiate settlements and payment plans. Clients benefit from insider expertise in tax code compliance and dispute resolution.
Bookkeeping Services
Comprehensive bookkeeping including balance sheets, payroll, and financial statement preparation. We ensure tax compliance while teaching business owners to interpret financial data. Services include remote support and quarterly financial reviews.
Return Preparation
Accurate preparation of individual, business, and estate tax returns since 1979. We handle complex filings, recover missing documentation, and ensure compliance with evolving tax laws. Electronic filing available at no extra charge.
Business Services
Full-service business support including entity formation, payroll processing, and succession planning. We provide valuation services for business sales and retirement planning strategies tailored to small business owners.
Estate Planning
Comprehensive estate planning including Form 706/709 preparation and business continuation strategies. Our services ensure tax-efficient asset transfer while complying with federal estate tax regulations.
People
Edward Michael Hale
Founder & Enrolled Agent
Former IRS agent with 11 years of experience in civil and criminal divisions. Specializes in tax resolution and business valuation. Leads client representation before the IRS and develops strategic financial solutions.
Erin Hale
Enrolled Agent
Former IRS collections specialist with 5 years of experience. Focuses on audit defense and international tax compliance. Provides expertise in resolving complex tax debt situations for individuals and businesses.
Amanda Hale
Bookkeeping Manager
Manages bookkeeping operations and media accounts since 2020. Specializes in financial statement preparation and client education. Implements systems for accurate tax compliance and business financial literacy.
Questions
What IRS tax problems can you help resolve?
We handle audits, unfiled returns, levy releases, and payment plan negotiations. Our former IRS agents specialize in complex resolutions like Offers in Compromise.
Do you serve international clients?
Yes, we assist Americans living abroad with tax compliance, foreign investment reporting, and IRS representation. Services available in multiple languages through our Italy office.
What business services do you offer?
We provide entity formation, payroll processing, business valuation, and succession planning. Our services include financial statement preparation and strategic growth consulting.
How do you help with tax education?
Our Business Education Center offers courses on bookkeeping basics and business management. We provide resources to help owners understand financial statements and tax implications.
What sets you apart from other accounting firms?
Our team includes former IRS agents with insider knowledge of tax resolution processes. We combine technical expertise with personalized service and financial education resources.
