Tax Season Shouldn't Feel Like a Fire Drill.
Most firms prepare your return and call it a year. We take a different approach — offering year-round services designed to give you the full picture, eliminate surprises at tax time, and work with a CPA who sees you as more than a number. Because effective tax planning should never be a tax season afterthought.
Tax Strategy & Planning
The work that actually moves the needle — done before the return is ever filed.
- Year-round proactive tax planning and multi-year projections
- Coordination with financial advisors on tax-loss harvesting and capital gain management
- Income-shifting strategies — including paying children for legitimate services within a business
- 529 plan and retirement contribution planning (401k, SEP-IRA, etc.)
- Cost segregation studies for real estate owners
- Federal and state tax credit analysis and syndication (R&D, energy, LIHTC, and others)
- Pass-Through Entity Tax (PTET) elections and planning
- Entity structure optimization across business and personal returns
- Business succession planning coordination with your attorney
- Holistic business + personal income tax strategy — both sides of the picture, under one roof
Tax Compliance
Accurate, timely returns across every entity type — the foundation everything else is built on.
- Individual & family income tax returns for complex tax situations
- Schedule C — sole proprietors and single-member LLCs
- Schedule E — rental properties, partnerships, and S-Corps
- Schedule F — farming and agricultural operations
- Business returns — S-Corps, C-Corps, partnerships
- Multi-state and out-of-state filings
- Not-for-profit (Form 990) filings
- Estimated tax calculations and quarterly payment planning
- Prior-year catch-up filings
Bookkeeping & Financial Reporting
Bookkeeping designed to serve your tax strategy — not just close the books.
- Monthly and quarterly bookkeeping with a tax-planning lens
- Bank and credit card reconciliations
- Financial statement preparation
- Chart of accounts setup and cleanup
- QuickBooks and accounting software support
- Year-end close and reporting packages
- Fractional Controller services — ongoing oversight of your accounting function
- Board & management reporting packages prepared and presented by your CPA
Payroll Services
Accurate, on-time payroll — without the headache.
- Payroll processing for businesses of all sizes
- Federal and state payroll tax filings
- W-2 and 1099 preparation and filing
- New hire reporting and background check coordination
- Payroll setup and system transitions
Business Advisory
Strategic guidance for business owners who want to grow — and keep more of what they earn.
- Entity selection and structure planning
- New business formation and setup
- Buy-sell and ownership transition planning
- Cash flow analysis, forecasting, and budgeting
- Accounting system design and implementation
- Business advisory services — strategic financial guidance for closely held businesses
- Board meeting attendance and financial presentation support
- Lender and investor financial package preparation
- Coordination with attorneys, financial advisors, and other trusted professionals
IRS & State Tax Resolution
When the IRS or a state taxing authority comes knocking, we know how to respond.
- IRS audit representation and field exam support (former IRS Revenue Agent)
- Response to IRS and state notices
- Penalty abatement requests
- Offer in compromise and installment agreements
- Back tax filings and compliance catch-up
- State and local tax authority resolution
Not every service listed is right for every client. During your initial appointment, we will discuss your specific situation and recommend the services that make sense for you. Harris & Company, PC does not provide legal advice or investment advisory services.
Not Sure Where to Start?
Book an appointment and we will help you figure out exactly what you need.
Schedule a time that works for you.