Advisory partner · CPA
Robert Hale
Robert leads the firm's advisory work: rolling forecasts, entity decisions and the packs a lender or board asks for.
18 years in advisory
Monthly reviews for 40+ owners
Advisory partner
Robert Hale
CPA
·
Partner since 2020
Robert joined the firm as a partner in 2020 after fourteen years building forecasts and lender reporting for growing companies. He leads the advisory practice and runs the monthly forecast reviews.
He also works with property owners and investors on entities, 1031 exchanges and the estimated payments that come with them.
Licenses
CPA, New York
CPA, New Jersey
Education
MBA, Finance, New York University
BS Accounting, Rutgers University
Focus
Cash-flow forecasting
Lender and board packs
Real estate and 1031 exchanges
Memberships
AICPA
NYSSCPA
★★★★★
Six rentals, two LLCs and a 1031 exchange. Robert keeps it all straight and I know my estimated payments before I ask.
Michael Grant
Real-estate investor, Brooklyn
Free consultation
Bring last year’s return. We’ll take it from there.
An hour with a partner, at our office in New York or Montclair or by video. You leave with a written scope and a fixed fee.
What to bring
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Last year’s federal and state returns
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Recent bank and card statements
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Any IRS or state notices you have received
Robert Hale
Advisory partner · replies within one business day
Tell us about your business
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CPAs for owner-run businesses and the families behind them.
118 West 27th Street, New York
21 Church Street, Montclair