Hale and Doerr, CPA, CFP LLC
Professional Services · Accounting & Financial Planning

Hale and Doerr, CPA, CFP LLC

913 Gulf Breeze Pkwy, STE 13, Gulf Breeze, Florida, 32561

Google Maps Updated: 19 May 2026
Authenticity Score: 95/100
About

Hale and Doerr is highly regarded for its professional, knowledgeable, and responsive service. Clients consistently praise the team for their expertise in tax planning and financial advice, noting that they make complex processes feel simple and stress-free. While there are a few isolated complaints about communication and internal issues, the vast majority of clients are extremely satisfied and recommend them highly.

Our Review Process
20
Most Relevant
18
Newest
20
Highest rating
20
Lowest rating

We analyze 78 public reviews for Hale and Doerr, CPA, CFP LLC using our data models and filter out spam to highlight only authentic feedback.

Performance Scores
Professionalism 90/100
Communication 85/100
Pro Tip

Use their online portal to upload documents for a faster and more efficient tax filing experience.

CPA and CFP services
Personal and business focus
Pros & Cons

✓ What Works Well

  • Professional and knowledgeable team
  • Responsive and timely service
  • Clear and helpful advice

✗ Areas to Improve

  • Occasional communication delays
  • Internal staff turnover issues
  • Some clients report billing confusion
Frequently Asked Questions
  • How do I get started?
  • What are your fees?
  • Can you help with business taxes?
User Feedback

Excellent tax and financial advice

Very personable and caring staff

Highly recommended for small businesses