Does Your Current Tax Professional Do the Following? Answer Yes or No to see if your business is getting the support it deserves!
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Maximizes all deductions and tax strategies to minimize your tax liability?
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Provides proactive tax planning year-round, not just during tax season?
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Advises on business structure for optimal tax benefits?
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Guides the timing of asset purchases to reduce taxes?
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Ensures books and records are audit-ready according to IRS standards?
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Offers IRS representation if audited?
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Provides monthly financial insights so you know where your business stands?
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Responds promptly to email and phone questions?
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Helps you plan for the future, including eventual business sale strategies?
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Reviews your financials with a veteran CPA or tax professional?
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If you answered “No” to any of these, you could be leaving money, time, and peace of mind on the table. Harbor Point Tax Advisors helps small business owners get full-service tax support, accounting clarity, and audit protection — all in one place.
ABOUT HARBOR POINT TAX ADVISORS
At Harbor Point Tax Advisors, we believe every small business deserves the same level of tax expertise, financial insight, and strategic guidance as large corporations. Our firm was built to help entrepreneurs and business owners navigate the complexities of tax compliance, planning, and bookkeeping with confidence and clarity. We provide year-round tax advisory, preparation, and bookkeeping services designed to minimize risk, maximize savings, and strengthen financial performance. Our approach is proactive and relationship-driven—focusing not only on accurate filings but also on long-term strategy, organization, and growth. With a foundation built on integrity, clarity, and partnership, Harbor Point Tax Advisors is committed to delivering trusted financial support that empowers business owners to make informed decisions and focus on what matters most: growing their business. We don’t just manage the numbers—we help make sense of them, so you can move forward with confidence and peace of mind.
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OUR CORE VALUES
Integrity
We operate with honesty, transparency, and ethical standards in all
financial matters. Your trust is our most valuable asset.
Expertise
Led by a former IRS Auditor and Enrolled Agent, we leverage deep tax
knowledge and hands-on experience to provide unmatched insight
and guidance.
Proactivity
We don’t wait until tax season to address challenges. Our team provides
year-round planning, advice, and strategy to minimize risk and
maximize savings.
Personalized Service
Every business is unique. We take the time to understand your goals,
challenges, and industry to deliver solutions tailored specifically to you.
Clarity & Transparency
Taxes and accounting can be complex. We break down the numbers,
explain your options, and provide clear guidance so you can make informed decisions with confidence.
Reliability
We are committed to being available, responsive, and dependable. When you work with us, you
know your finances are in capable hands.
Partnership
We view every client relationship as a partnership. Your success is our success, and we’re here to
help your business thrive every step of the way.