Live · Now booking FY26 strategy
N° 002 / Forest edition
American Fork · UT

Compound smarter. Owe less.

A boutique tax & accounting firm engineering real, measurable savings — and the kind of long-term strategy that compounds across decades.

Start your strategy
Tax Strategy Multi-year Planning Estate & Trust Real Estate Bookkeeping & Payroll M&A Diligence Tax Strategy Multi-year Planning Estate & Trust Real Estate Bookkeeping & Payroll M&A Diligence
N° 02 · In Practice
Halifax · Capture 003

Every line item is a decision.

The eleven months
Quiet, deliberate work — not April panic.
N° 01 / By the Numbers

Numbers that compound.

Annually slashed
$0K+
Years of experience
0+
States served
0
Partners, direct access
0
N° 02 / The Compounding

Strategy that grows.

Quiet in April. Loud in your balance sheet. We project, restructure, and harvest year after year — so your savings curve never flattens.

8.4×
Lifetime ROI
∞
Compounding effect
Year 03 · Strategy$14,200
Year 10 · Compounded$192,400
Y 01Y 03Y 05Y 07Y 10
N° 03 / Practice

Built to compound.

/ 01

Tax
Strategy

  • Multi-year projections
  • Entity structuring
  • Roth conversions
/ 02

Tax
Compliance

  • Federal & multistate
  • Trusts & estates
  • IRS representation
/ 03

Books &
Payroll

  • Monthly close
  • Full payroll
  • Cash-flow reporting
/ 04

Advisory
& M&A

  • Diligence
  • Owner exits
  • Real estate
N° 04 / Engagement

Four moves to a quieter year.

1

Discovery

Working session — we map liabilities, entities & opportunities.

Week 01
2

Diagnostic

Three-year lookback, current-year projection, ranked recommendations.

Weeks 02 — 03
3

Engineer

Structures, elections, vehicles. Books migrated, deadlines owned.

Quarter 01
4

Compound

Quarterly check-ins. Year-end harvest. Strategy sharpens. Savings grow.

Ongoing
N° 05 / Partners

Three partners.
Direct line.

Michael Beck
CPA · Partner
Michael Beck
EstateReal EstateTax Strategy
Marcus Beck
Partner
Marcus Beck
M&ABookkeepingPayroll
Dan Wallwitz
CPA · CFP · Director of Tax Strategy
Dan Wallwitz
Tax StrategyReal EstateFinancial Planning
— Let's talk

Start compounding.

Book a 30-minute call
Emailhello@halifaxadvisors.com
Office

American Fork, Utah

Service area

All 50 states

Response

Within one business day