# Hales Tax Solutions PLLC

> Hales Tax Solutions PLLC is a state-registered investment advisory firm in Gilbert, AZ, registered since 2025, with no regulatory assets under management reported in its Form ADV filing dated December 9, 2024.

- CRD: 331756
- Filed as: HALES TAX SOLUTIONS PLLC
- Registration: State-registered investment adviser (status as filed: APPROVED)
- Location: Gilbert, AZ
- Filing period: October 2026
- Form ADV filing dated: December 9, 2024
- Public record (IAPD): https://adviserinfo.sec.gov/firm/summary/331756
- AdvisorCensus page: https://advisorcensus.com/firm/hales-tax-solutions-pllc-gilbert-az-331756

## Quick answers

**How is Hales Tax Solutions PLLC compensated?**
On its Form ADV (Item 5.E, October 2026), Hales Tax Solutions PLLC reports these compensation arrangements: other.

**Where is Hales Tax Solutions PLLC located?**
Hales Tax Solutions PLLC's principal office is in Gilbert, AZ, according to its Form ADV.

**Is Hales Tax Solutions PLLC registered with the SEC or a state?**
Hales Tax Solutions PLLC is a state-registered investment advisory firm, registered since 2025. Status as filed: APPROVED. CRD 331756.

**Does Hales Tax Solutions PLLC report any disciplinary disclosures?**
Reports no disclosure items on Form ADV Item 11. The detail of any item is on the firm's public record on IAPD: https://adviserinfo.sec.gov/firm/summary/331756

## From the Form ADV filing

### Compensation (Item 5.E)
- Other

### Clients (Item 5.D)

| Client type | Clients | Assets |
| --- | --- | --- |
| Individuals (other than high net worth individuals) | 0 | $0 |
| High net worth individuals | 0 | $0 |
| Banking or thrift institutions | 0 | $0 |
| Investment companies | 0 | $0 |
| Business development companies | 0 | $0 |
| Pooled investment vehicles (other than investment companies and business development companies) | 0 | $0 |
| Pension and profit sharing plans (but not the plan participants or government pension plans) | 0 | $0 |
| Charitable organizations | 0 | $0 |
| State or municipal government entities (including government pension plans) | 0 | $0 |
| Other investment advisers | 0 | $0 |
| Insurance companies | 0 | $0 |
| Sovereign wealth funds and foreign official institutions | 0 | $0 |
| Corporations or other businesses not listed above | 0 | $0 |
| Other | 0 | $0 |

### Advisory services (Item 5.G)
- Selection of other advisers (including private fund managers)
- Educational seminars/workshops

### Firm details
- Registered since: 2025 (1 year)
- Employees: 3 total, 1 performing advisory functions
- Wrap fee program participation: No
- States registered or notice-filed: AZ
- Disclosures (Item 11): Reports no disclosure items on Form ADV Item 11.

### Websites listed on Form ADV (Item 1.I)
- halestaxsolutions.com

## Source

Form ADV as filed, October 2026. Values appear as filed. Cite as: AdvisorCensus. Hales Tax Solutions PLLC (CRD 331756): Form ADV filing data as of October 2026.