We Are Entrepreneurs Serving Entrepreneurs

Meet Your Trusted TFW Advisor™

Shelita Hall

Certified Public Accountant (CPA)

Educational Background:

B.S. in Finance, Jackson State University
Master’s in technology education, Jackson State University
Accounting Certificate, Mississippi College
Certified Public Accountant (CPA), Texas State Board of Public Accountancy

Service: U.S. Nationwide

Years of Experience: 15 years

Shelita Hall
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About Shelita

Shelita Hall is a Certified Public Accountant, Certified Real Estate Tax Strategist, Certified Tax Planner/Coach, and Certified Concierge Accountant with over 14 years of experience in wealth and tax planning advisory services. As a small business owner and real estate investor herself, Shelita understands the unique challenges that entrepreneurs and real estate professionals face daily. Her passion is helping clients navigate complex tax situations while developing strategic solutions that align with their personal and business goals.

Specializing in real estate investment, Shelita is committed to helping her clients maximize their returns, minimize tax liabilities, and strategically plan for long-term growth. Drawing from her firsthand experience as an entrepreneur, Shelita provides practical, hands-on advice that takes into account the specific needs and nuances of both small business owners and real estate investors. Whether you’re looking to optimize your tax situation, grow your real estate portfolio, or build sustainable wealth, Shelita offers tailored, actionable strategies that make a tangible impact.

Her approach is deeply rooted in a thorough understanding of the real estate and small business industries. Shelita takes pride in her proactive, client-centered service—ensuring compliance with complex tax laws while offering insightful, strategic guidance to help clients achieve their financial aspirations.

Expertise/Specialty:

Real Estate Investors

Small Business Owners

Tax Strategy and Wealth Planning

Get to Know Shelita

Favorite Clients to Work With:
Strengths:

Preferred Communication Style:

Shelita particularly excels in working with ambitious, entrepreneurial clients who are good students of their craft, passionate about maximizing returns, minimizing tax liabilities, and seeking a CPA who offers a tailored plan to support their goals. She enjoys collaborating with clients in the business and real estate sectors, helping them achieve growth and financial success through thoughtful planning and expert guidance.

Expertise in Real Estate Taxation

In-depth Understanding of Small Business and Entrepreneurial Challenges

Proactive Problem Solving and Tailored Solutions

Strong Analytical and Planning Skills

Commitment to Continuous Professional Development

Ethical and Client-Centered Service

Shelita values clear, efficient communication and works with clients to ensure a seamless experience. She prefers video calls to discuss strategies in detail, and her firm utilizes a secured client portal for quick questions, client requests, and updates. This allows for swift responses to client needs and a streamlined communication process, ensuring that clients receive timely support throughout the year. The firm’s internal communication protocol is designed to prioritize responsiveness and clarity, enabling clients to feel supported and informed at every step.

Shelita Hall

Why I Love Being a CPA for Entrepreneurs:

“As a fellow entrepreneur, I am passionate about partnering with driven individuals who are committed to building wealth, achieving their goals, and overcoming the obstacles that come with growing a business or real estate portfolio. I thrive on crafting personalized tax and wealth strategies that help my clients not just survive but truly thrive in their ventures.“

Partner with a CPA Who Understands Entrepreneurs

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