About Us
Our Values are centered in Christ and His Principles:
Celebrate
Celebrate blessings and bridging passion with purpose.
Give Back
Donate 1% of profits, time, and services to charity. Kind acts like giving, sharing, or simply helping others should be done with joy. The Lord loves a cheerful giver.
Prioritize God & Family
Lifestyle practice prioritizing God, fruitful lives, and lasting legacies.
Trustworthy
Accountable team members who deliver quality results. Excellence in technology, education, customer service, and leadership through clear communication and continuous learning.
Our Mission:
Hall Accounting & Tax is the industry-leading advisory firm that designs customized inventive wealth & tax strategies for high-net-worth individuals and real estate investors, equipping our clients to live fruitful lives and leave lasting legacies for their families and beyond. We achieve this mission by tailoring our wealth and tax advising approach. We get to know our clients, their business, and their needs. Then we strategize and implement solutions that meet those needs.
Shelita Hall
Shelita Hall has received extensive training in the field of Wealth & Tax Planning with over 10 years of experience as a practicing Certified Public Accountant (CPA) and Certified Tax Coach (CTC). She received her Bachelor of Business Administration in Finance degree and Master of Science in Technology Education from Jackson State University and Accounting Program Certificate from Mississippi College. Shelita Hall was born in Los Angeles, California and raised in Mississippi. Now living in Dallas Texas with her husband Dexter Hall Sr. and son Dexter Hall Jr. She enjoys traveling with her family when she is not in the office.
Shelita Hall
CPA & CTC
Merry Chris Solana
Merry Chris Solana is our Executive Assistant who manages the team calendar, creates company reports and corresponds with clients.
Merry Chris Solana
Executive Assistant
Steve Flores
Steve Flores is our Accounting Project Manager who assists with ensuring all financials are complete and accurate.
Steve Flores
Accounting Project Manager
Jaylia Kelly
Jaylia Kelly is our intern who assists with administrative, accounting, tax prep and planning services.
Jaylia Kelly
Intern
Sophie McKenzie
Sophie McKenzie is our Tax Project Manager who assists with Wealth & Tax Strategies and Tax Preparation Services.
Sophie McKenzie, EA
Tax Project Manager
Let Us Help:
Dear Friend,
It’s one thing to manage a business; it’s quite another to grow it.
If you’re reading this, you know what I’m talking about.
It seems like the books are being handled properly. It seems like payroll is (mostly?) under control. It seems like the IRS is okay with how we’re handling our taxes. It seems like the financial reporting is in place.
We’re flush … most of the time. But we’re certainly not growing. We’re not prospering.
What are we missing?
This is a common story that we hear when we first start talking to business owners. The boxes are checked; the people are in place … but the fact is, they’re not quite sure how to optimize the financials for performance and growth.
Our specialty is in reading between the lines of the systems, the softwares, and the financial statements to see the true financial story being told … even when the reports all “seem” okay (for now).
The fact is that the Federal Government would love to have more of your business’s hard-earned money in their accounts. Your employees probably don’t care about cost control as much as they should. Your sales team might need to focus their efforts in a new direction.
But you don’t have to hand more dollars over to the government than they require just because you don’t know their rules as well as they do. You don’t have to live in a constant state of anxiety over the state of your books. The future of your business doesn’t have to be a question mark.
Let’s get a real-time reading on your business’s financial health with our advisory services. Answer a few questions below to get started.
Click the button above to take your first step, and we’ll be in touch soon to follow up about your specific needs.
And of course, feel free to poke around our site and discover why we’ve been called “The Most Trusted CPA in the Dallas Area.”
Talk again soon,
Shelita Hall, CPA & CTC
PS — When you fill out the form, we’ll also add you to our weekly email series on “Real World” Strategy for small business owners. Our readers enthusiastically forward these to their colleagues and peers all the time because they’re not your standard “bookkeeping tips.”
PPS — Already want to come in? I don’t blame you … many people are fed up with trying to manage their books and financials on their own. Our schedule is very full … but if you call us at (469) 513-4206 or Email Us, , we’ll give you two options for coming in right away. We will NOT make dealing with a business advisor as painful as dealing with your books has already been!
What People are Saying
I would highly recommend this company. Very thorough, knowledgeable and excellent follow up.
Janet Jack
CFPB Small Business Loan Requirements & Your Dallas Biz
The 2024 federal tax season has reached its end… well, unless you joined the other 19 million taxpayers and filed for an extension. That’s something we anticipate every year here at Hall Accounting & Tax Services, LLC. And we’ll be working away the...
