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August 2024 by bert kosbar
After working with them for 4 great years the one good accountant they had has retired. There office staff had always been difficult to work with but the accountant was worth it. Now that he has retired there office staff are no longer worth the hassle. Recomend filing yourself as being talked to rudely and talked over by viky is no longer worth it.
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July 2024 by Edward Leon
Roger and staff are great people and very very professional and understanding and making sure you understand you financial goals masking sure that your money going to do for you when you retired.
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December 2023 by linda stefanavage
The staff is very knowledgeable in answering any questions you may have .. they are trustworthy which means a lot. .. Each member greets you with a big smile and asks about your day .. Highly recommend their services.
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April 2023 by Janet Goldbar
Absolutely phenomenal office personnel!! Roger,Vickie,Haven and Shelly are always knowledgeable,professional,courteous and friendly. The Hall Group maintains high standards for their financial planning and tax preparation. I have been their client for many years and have referred them tofamily and colleagues. I have trusted Hall Group with all of my financial planning for retirement and will continue to seek their advice.
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March 2023 by Sami Smith
Hall Tax & Planning has been doing my taxes for about 10 years now! They are welcoming, professional, timely, and treat you like family! Phenomenal, trustworthy group of people! 10/10 recommend!
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March 2023 by Estates at Hilton HOA
As an HOA is it tedious doing taxes. Haven and Vicki helped us along the way and really did a great job making sure everything was filed with the SOS correct. Even gave us advice for filing new fines and balancing our accounts!
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March 2023 by Brent Downing
The Hall Group is a professional and respectful group of folks who really listen and take the time to know what is important to you. Financial planning and expectations are important in this economy and Roger understands that.
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March 2023 by Jim Rund
I have been co-located with this organization for over 10 years. I have nothing but respect and admiration for their professionalism and the manner in which they treat their clients. The employees clearly reflect the organization's high respectability, integrity and dedication to their clients.
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March 2023 by Angela Winn
Hall Tax & Planning Services is a great company. We’ve used them for years. Great service and friendly staff. Highly recommend!
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February 2023 by NEWBERRY SHRINECLUB
Haven and her team did us a great help! We are a 501c3 and we had some tax issues and Vicki got us back on track and gave us all the guidance we needed to be able to figure out last year and next year's tax issues. We are extremely grateful and will be using them the future!! Thanks you guys!!!
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February 2023 by Lindsey Rackliffe
I would refer the Hall Group to anyone that is looking to exceed their financial expectations. My husband and I moved our annuities and financial planning to their firm over a year ago and we could not be happier. Roger, Vicki, Haven and Shelly are professional kind and they treat you like family. Roger is very knowledgeable about the stock market and annuities and have done great things for us in just one year. Vicky will be handling our taxes both personally and business this year and I could not recommend them more!
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February 2023 by Tatiana Boulware
Extremely unprofessional and racist! Do not patronize this business.Beware!!
