Jolley CPA

Jolley CPA is a financial practice led by Hal Jolley, a licensed CPA who also holds the Chartered Financial Analyst designation. The firm works on tax strategy, proactive tax planning, accounting and bookkeeping, financial forecasting, estate planning, business valuations, retirement planning and wealth management, and offers fractional CFO support for businesses. Hal previously served as a chief financial officer.

Clients are business owners, executives, investors and families who want a coordinated plan across tax, accounting and investments. New prospects can request a free consultation through the website or by phone, and Hal follows up by email within two business days. The office is at Shea Boulevard in Scottsdale.