Safe Harbor Tax & Accounting

At Safe Harbor Tax and Accounting LLC, we are a full-service tax and accounting firm that specializes in providing top-notch services to individuals, small businesses, and non-profit organizations. Our team of experienced Enrolled Agents, the highest designation awarded by the IRS, is dedicated to helping our clients navigate complex tax laws and financial regulations.

Our Services

We offer a wide range of services to meet the diverse needs of our clients. Our suite of services includes:

Business Services

• Small Business Accounting: We provide accurate and timely financial statements, budgeting, and financial planning to help you make informed business decisions.
• Payroll Services: Our experienced team will prepare and file your payroll taxes, ensuring compliance with federal and state regulations.
• Part-Time CFO Services: We offer part-time CFO services, providing financial guidance and strategic planning to help your business thrive.
• Bank Financing: We will help you secure the financing you need to grow your business, from startup capital to expansion funding.
• Strategic Business Planning: Our experienced team will help you create a comprehensive business plan, helping you set and achieve your business goals.

Tax Services

• Tax Preparation: We offer personalized tax preparation services, ensuring you take advantage of all available deductions and credits.
• Tax Planning: Our experienced team will work with you to create a customized tax plan, minimizing your tax liability and maximizing your financial freedom.
• Tax Problems: We will help you resolve tax problems, including audits, payment plans, and settlements.
• IRS Audit Representation: Our experienced team will represent you in any IRS audit or investigation, ensuring your rights are protected.

QuickBooks Services

• QuickBooks Setup: We will set up your QuickBooks software, ensuring you have the tools you need to manage your finances effectively.
• QuickBooks Training: Our experienced team will provide comprehensive training on QuickBooks, helping you get the most out of your software.
• QuickAnswers: We will provide quick and comprehensive answers to all your QuickBooks-related questions.
• QuickTune-up: Our experienced team will tune up your QuickBooks software, ensuring it runs efficiently and accurately.

Our Team

At Safe Harbor Tax and Accounting LLC, we are committed to providing exceptional service to our clients. Our team of experienced professionals is dedicated to helping you achieve your financial goals. We offer a personalized approach to tax preparation, accounting, and financial planning, ensuring you receive the tailored service you deserve.