Halpin Tax and Bookkeeping

Income Tax preparation for individuals and small businesses

Frequently Asked Questions (FAQ's)

Our Most Common Questins

We get a lot of questions and some are very good and common so we took the time to try to answer some of them here.


Answers to Frequently Asked Questions


  1. My Business? - How can we assist and why?

  2. Halpin's is here for any of your needs at any level. Our team is set up and able to take care of your books, record keeping, and preparation for tax season while you can run your business. We have a proven record of doing just that.

    We will do what is necessary to understand your business and set up custom reports, available on demand, so you can see exactly what is happening with your business.

    Our goal is to take the paperwork side of the business off your to-do list. If you want to be involved, at any level, we are set up for that too!

  3. Highschool / College Student? - Taxes are new or in the way.

  4. We understand that Taxes can be new, and many times students have not had any training with taxes. Most Highschool / College Students get a return and pay minimal taxes annually.

    We are set up to provide direct deposit for their return (assuming a return is due) and we further take care of getting them set up with the IRS for a checking account number, address and contact information. Why is this important to keep updated? If the IRS sends out a check, this is the information they use. It is a good plan to have it done.

    We offer particularly good discounts for Students provided it is done with an employer and does not require itemized deductions.

  5. Veteran? - We Support You! Thank You for your Service!

  6. We support our Veteran's! We not only provide the normal services but often time we are able to assist with VA questions and letters. We enjoy researching on behalf of our veterans to get concrete answers to what starts off as a vague answer. If we do not have your answer or cannot get it, we can usually assist with getting you in touch with someone who is an expert to assist.

    Additionally, we offer discounts for Veterans. Call to see how you qualify and what you qualify for.

  7. Pricing? - What will this cost?

  8. Pricing is subjective in this line of work because every business is ran differently with different requirements. Tax Services is similar in that there are a lot of variables when doing tax preparation.

    In general, we are not the cheapest, but we are the best. We stand by our work and assist throughout the year (often no charge) and if there is an error with a tax return, we help fix it no matter who is at fault it was.

    We have done services for a onetime fee of $50 and we have monthly fees as low as $35 per month.

    Give us a call, allow us to look at your particular situation and we can often give you a rough idea of the pricing. (Note: we will need to ask some personal financial questions to answer your questions.)

  9. Personal Finance Advisor? - Do you offer these services

  10. The short answer is "No!"

    While we get involved with your financial situation, and we can provide options on how you can manage your finances, we are not in the business of offering financial advice for things like your retirement. We can get you in touch with a financial advisor if that is what you are looking for.

    What we will do is help you set up your business or personal Tax Season to minimize the amount paid to the IRS using their rules (legally). That we are very good at!

  11. Customer Comments - Why are they not on your website?

  12. As you can imagine, you probably have a unique situation compared to other customers, and we keep extremely STRICT confidentially rules in place. With that said, we have opted to not allow customer comments to be displayed for the world to see. On a case by case basis, we do have some clients that are willing to discuss their situation with other potential clients and we will sometimes facilitate the exchange of numbers.

    Rest assured though, we rarely have unresolved situations and we rarely have customers go other places. Most of our customers come to us and stay with us long term. We are proud of that fact!