Business Details
50+ Years
experience
Trusted Tax & Accounting Services in Placentia, CA
Harrison Tax Service is a family-owned business established in 1959 by Richard A. Harrison, dedicated to providing comprehensive tax and accounting solutions. Our team of certified professionals prioritizes client relationships, offering personalized services including tax preparation, strategic planning, and IRS audit representation. With decades of experience, we specialize in simplifying complex financial matters for individuals and small businesses.Our commitment to excellence is reflected in our CPA-certified accounting department and QuickBooks expertise. We focus on proactive tax strategies to maximize after-tax income while ensuring compliance. Clients benefit from secure digital tools like our Client Portal for document management and streamlined communication. Our mission remains rooted in delivering trusted, client-centered service that adapts to evolving financial needs.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
Small Business Accounting
Payroll Services
Part-Time CFO Services
QuickBooks Setup
Personal Accounting
Tax Strategy Consultation
Financial Record Retention
Details
- Year established: 1959
Highlights and features
- Family-owned expertise since 1959 with certified tax professionals
- CPA-certified accounting services tailored to individual and business needs
- Proactive tax planning to legally minimize liabilities
- Secure digital tools for document sharing and client communication
- Experienced IRS audit representation specialists
Associations and certifications
- Certified Public Accountant (CPA)
Services
Tax Preparation
Professional tax preparation services ensuring accurate filings for individuals and businesses. Our certified experts stay updated on tax code changes to maximize refunds and minimize liabilities. Clients receive personalized guidance through complex forms and documentation requirements.
Tax Planning
Strategic tax planning to legally reduce liabilities through proactive financial management. We analyze income, investments, and business operations to implement customized savings strategies while maintaining compliance with evolving regulations.
IRS Audit Representation
Comprehensive IRS audit representation services handling all communication and documentation. Our specialists protect client interests by managing audit processes from start to finish, ensuring proper documentation and advocating for favorable resolutions.
Small Business Accounting
Full-service accounting for small businesses including bookkeeping, financial reporting, and payroll management. Our CPA-certified team provides accurate financial records to support informed business decisions and regulatory compliance.
QuickBooks Setup
Professional QuickBooks setup and configuration services tailored to business needs. We ensure proper chart of accounts creation, data migration, and system customization to optimize financial management efficiency from day one.
People
Richard Harrison
President
Third-generation tax professional with Certified Retirement Tax Professional (CRTP) designation. Leads strategic direction while maintaining hands-on client service commitment established by founder Richard A. Harrison in 1959.
Kimberly Harrison Kietzke
Accountant/Tax Preparer
Certified Public Accountant (CPA) and QuickBooks ProAdvisor managing accounting department operations. Combines technical expertise with personalized service to deliver comprehensive financial solutions for business and individual clients.
Jennifer Olvey
Office Manager
Client service coordinator with extensive knowledge of tax processes and documentation requirements. Serves as primary contact for general inquiries and appointment scheduling during tax season.
Questions
What tax services do you offer?
We provide complete tax solutions including preparation, strategic planning, IRS audit representation, and specialized business tax services for individuals and small businesses.
Are you available outside regular business hours?
During tax season (February-April 15), we're open Monday-Friday 8am-8pm and Saturday 9am-5pm. Off-season hours are Monday-Thursday 9am-4:30pm.
How can I send documents securely?
Use our Client Portal for secure document sharing and message exchange with encrypted file attachments to protect your sensitive financial information.
Do you offer accounting software support?
Yes, our CPA-certified team provides QuickBooks setup, configuration, and ongoing support to ensure proper financial record management for small businesses.
What makes your firm different?
As a family business since 1959, we combine generational expertise with modern technology, offering personalized service through certified professionals who handle both tax and accounting needs.
