Joe Harris is not just a reputable tax professional. He is a business consultant who specializes in working with clients throughout the year to ensure that their time is maximized when it comes time to file. Joe works as a member of your team, ensuring that you are staying on track throughout the year.
“The key to being prepared is asking the right questions,” says Joe. “By asking questions, listening to our clients and really learning about their business, we’re able to find a lot of additional tax benefits.”
This is why Joe is selective in his clientele. “I really want to work with business owners who are committed to improving their financial situations by working with me as a member of their team.”
Accounting Software – We provide advice with the selection, implementation, and use of the most common solutions includi
ng Xero and QuickBooks. Accounting software should be a time saver; we work with you to make sure it does just that.
Automation – We focus on using technology to automate as much of the process as possible to reduce errors and improve speed of reporting.
Audits & Representation
Qualified Representation – We can represent you or your company before the IRS from start to finish.
Internal Revenue Service & Franchise Tax Board – handling of income tax audits within California and beyond.
Back Taxes – we can assist with filing prior-year and amended returns, and arrange a payment plan for balances owed.
Payroll and Sales Tax – Representation for Board of Equalization and Employment Development Department matters.
Annual Reports – reflecting an accurate picture of your business.
Internal Reporting – helping you make the most of your internal financial data to make the best management decisions for your business.
S Corporations, Partnerships & Limited Liability Companies (LLCs) – Tax planning and preparation of the most common small business returns, with year-round contact and advice.
Trusts & Estates – we work with you and your attorney to fulfill all tax filing obligations.
Individual Tax Returns – including complex and multi state issues.