Our Services
Tax Planning
Tax planning is the core service offered at Harvest Tax Planning. This service is where you, as a client, receive the immense value of proactive tax planning. With this service, your tax advisor will prepare a multi-year tax projection and make recommendations for implementing strategies to reduce your overall tax burden. Also included is year-round on-call assistance from your tax advisor to answer all your tax-related questions.
Tax Preparation
We provide individual and business tax preparation for the most simple and complex tax returns. This service includes the filing of all federal, state, and local income tax returns, along with the applicable accompanying schedules and forms.
Tax and Financial Consulting
Our consulting service allows a client to come to us with a specific tax or financial question, project, or goal. We will take time to gather the appropriate information to understand the client’s situation and the service they are requesting. Upon a careful review of the data and the client’s personal preferences, we will provide an appropriate recommendation.
Estate Tax Planning
Your advisor at Harvest Tax Planning will advise on options for protecting your assets, maximizing the transfer of assets, and minimizing estate and inheritance taxes. This service may include analyzing the benefits of gifting, charitable strategies, trusts, and business entities. The estate plan will be developed to align with the client’s overall financial plan.
Bookkeeping
Maintaining your business’s books is a time-consuming task. Instead of spending valuable time crunching numbers and categorizing expenses, let us provide you with the best in bookkeeping services so you can focus on your day-to-day business.
Fractional CFO Services
Growing businesses often reach a point where they need the services and advice of a financial professional, but cannot afford a full-time CFO or controller. Harvest Tax Planning’s fractional CFO service gives you access to a professional financial manager who works with you to help guide your business to long-term success by analyzing your historical data, developing budgets and forecasts, tracking trends and KPIs, managing cash flow, and advising on key financial decisions.
Business Entity Selection
The business entity selection service involves reviewing the business and personal needs of a client to make a recommendation for the best and most tax efficient entity type. When making an entity selection recommendation, we also take into consideration the desires of the client to transfer business ownerships or pass the business to family members.
Retirement Planning
Whether you are early on in your career or quickly approaching retirement, having a plan in place can relieve significant stress and offer clear guidance for what needs done between now and retirement. We will help get you on the right path for achieving the savings necessary to retire at your desired time in life, as well as build a structure for distributing income in retirement in a tax-efficient manner.
Charitable Giving
Want to make a lasting impact on others through financially supporting local, nationwide, or global charities and not-for-profit organizations? Harvest Tax Planning can assist in implementing a charitable giving plan that maximizes your gifts to the organizations that you choose, while also receiving the benefit of potentially significant tax savings. We want to help you have the financial freedom to generously invest in others.
Family Office Services
Given the unique structure of your family and business, wouldn’t it be nice to have an advisor who has the full picture of your goals and can advise on all aspects of your financial and legal needs? Having an advisor who understands – and more importantly can provide – these interconnected services is crucial. It allows for an all-encompassing view of your family portfolio and sets you up to achieve your objectives faster and in a unified manner.
Harvest Tax Planning’s comprehensive family office approach gathers specialists who work together under one point of contact. This approach provides valuable insights for you to make decisions about your future path. Specialists that we work with include wealth advisors, investment managers, estate planning attorneys, insurance agents, accountants and bookkeepers, business operation consultants, and property managers.