Now accepting 2026 tax planning clients
N° 001 — Strategic Advisory
Volume MMXXVI
Less tax.
More wealth.
Built to last.
See the work
$0K+
Annually slashed
0+
Years of experience
0
States served
0
Partners, direct access
Tax StrategyComplianceBookkeepingPayrollEntity StructuringEstate PlanningM&A AdvisoryWealth Building Tax StrategyComplianceBookkeepingPayrollEntity StructuringEstate PlanningM&A AdvisoryWealth Building
N° 02 — In Practice
Every line item
is a decision.
42°20' N · 111°48' W
Halifax / Capture 003
The eleven months
f/2.8 · 1/250 · ISO 400
N° 02 — The Method
— Our philosophy

A discipline,
not a deadline.

01

Projection

Minimize penalties
02

Strategy

Reduce liability
03

Planning

Compound wealth
N° 03 / Practice

Built for compounding.

/ 01

Tax Strategy

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

Compliance

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

Books & Payroll

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

Advisory

  • M&A diligence
  • Owner exits
  • Real estate
— N° 04 / Engagement

Four moves.
One quieter
tax year.

i

Discovery

Week 01
ii

Diagnostic

Weeks 02 — 03
iii

Engineer

Quarter 01
iv

Compound

Ongoing
2010
Halifax — Founded
— The firm

Boutique scale.
Institutional rigor.

Tax planning isn't filed in April. It's engineered the other eleven months.
— N° 06 / In Frame
Drag →
N° 05 / The Partners

Three partners.
Direct access. Every time.

Michael Beck
Michael Beck
CPA · Partner
Estate & Trust Tax Strategy Real Estate Roth Planning
Marcus Beck
Marcus Beck
Partner
M&A Diligence Bookkeeping Payroll Owner Exits
Dan Wallwitz
Dan Wallwitz
CPA · CFP · Director of Tax Strategy
Tax Strategy Real Estate Investment Financial Planning Wealth Preservation
strategy.
— Begin

Quieter years.
Louder compounding.

Book a 30-minute call
Email hello@halifaxadvisors.com
Office

American Fork, Utah

Service area

All 50 states

Response time

Within one business day