No call centers, no account hand-offs. When you work with Halifax, you work directly with the partners who built the firm — and the team that keeps it running.
Four decades of tax practice. Michael leads our most complex engagements — estates, trusts, real estate structures, and the long-arc planning that defines a family's wealth across generations.
A background in M&A and financial planning. Marcus leads business engagements — bookkeeping, payroll, entity structuring, and the diligence work that precedes a clean, well-timed exit.
Director of Tax Strategy. Dan pairs CPA and CFP credentials to connect day-to-day tax decisions with the bigger financial picture — specializing in real estate investment, financial planning, and wealth preservation.
More of the team — headshots coming soon.
