Planting knowledge and nurturing resources so that you can reap an abundant life and achieve financial freedom.

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Our Services

  • Tax Planning

    Want to decrease your overall amount you pay in taxes? We will help find and implement tax savings strategies.

  • Tax Preparation

    From the simplest to most complex tax returns, save yourself time by allowing us to prepare your tax returns for you.

  • Tax and Financial Consulting

    Do you have a specific tax or financial question? A Harvest Tax Planning advisor will consult with you to find a solution that best suits your needs.

  • Estate Tax Planning

    One great way love for your family is to leave a well-organized and unencumbered estate. Let us help you to plan your legacy.

  • Bookkeeping

    Bookkeeping is the backbone to understanding a company’s financial health. Harvest Tax Planning can free up your valuable time by handling your bookkeeping needs so that you can visualize the financial status of your business, as well as have your books clean and ready for tax filings.

  • Fractional CFO Services

    Do you have a growing business that is in need of the expertise of a financial professional, but not ready to hire an internal CFO or finance department? Take advantage of our fractional CFO services to add the value of a CFO without the cost.

  • Business Entity Selection

    Starting a new business and not sure what structure to use? We can talk you through your options and offer our recommendation.

  • Retirement Planning

    Whether you are early on in your career or quickly approaching retirement, having a tax-efficient plan in place can relieve significant stress and offer clear guidance for what needs done between now and retirement.

  • Charitable Giving

    We want to help you make a plan to generously invest in others. Let’s put in place a wise charitable giving strategy.

“Michael did a great job helping us understand our taxes and find ways to save. He also met with us to answer questions and give us guidance for our next tax year! I’d highly recommend his services.”

– Sylvia T.