Last year's return
A PDF of the federal return tells us more about your income and deductions than any questionnaire could.
A few sentences are plenty. We read every message ourselves and reply within one business day with two meeting times.
Write as much or as little as you like. On the live Halloran Reed site, Maren or Teodor receives the note and replies with two meeting times.
A PDF of the federal return tells us more about your income and deductions than any questionnaire could.
One page per account is enough: bank, brokerage, retirement plan, loans and the mortgage.
Whether it is a job change, a parent who needs care or a house purchase, name it first and we will plan around it.
Suite 3, 14 Lakeview Row, Burlington, VT 05401
+1 (802) 555-0143
No. Most meetings happen by video, and we plan for households in several states, though we meet locally when that is easier for you.
Yes. The Burlington office has free parking behind the building and step-free access, and we can also visit if travel is hard for you.
After an intro call, onboarding usually begins within two weeks and your first written plan arrives about six weeks later.