Filing a return only looks backward. We do both — accurate preparation and forward-looking planning — as a licensed IRS Enrolled Agent, the highest federal tax credential, authorized to represent you before the IRS.
Most people meet their tax preparer once a year, hand over documents, and hope for the best. We work the other way — planning through the year so filing season holds no surprises.
An Enrolled Agent (EA) is federally licensed by the IRS and holds unlimited representation rights — meaning we can speak to the IRS on your behalf, on any matter, in any state. It’s the credential built specifically around tax, and it’s why an IRS letter doesn’t have to be something you face alone.
Because we also handle investments, real estate, mortgage and insurance — and do complete financial and business planning — your tax strategy isn’t built in a vacuum. A Roth conversion, a property sale, or a refinance all have tax consequences. Here, one professional sees them coming and plans around them, and shows you how to gain tax advantages or minimize tax liabilities before or during those other transactions.
Upload your paperwork through the encrypted Doc Vault.
We prepare your return and send you a copy to review. Your choice: 1) sign, 2) request changes, or 3) discuss by phone or Zoom.
We e-file with direct deposit, then set the plan for next year so you’re never caught off guard.
Direct links to the official government portals — we’ll always send you to the real .gov site.
Links go to official U.S. government (.gov) sites and the Federation of Tax Administrators’ state-agency directory. The Harvest Plan is an independent firm, not affiliated with or endorsed by the IRS or any state tax agency.
An EA is federally licensed by the IRS with unlimited rights to represent taxpayers — including in audits and appeals. Many seasonal preparers cannot represent you at all.
Yes — Schedule C, LLCs, S-corps, rental property, and quarterly estimates are core to what we do.
Through our encrypted Doc Vault portal. We never ask you to email Social Security numbers, statements, or returns.
Yes. As an Enrolled Agent, we can represent you before the IRS and resolve letters and audits on your behalf.
It depends on the complexity of your return. The 15-minute intro is free, and you’ll get a clear quote before any work begins.
Tell us a little about what you need and we’ll be in touch to schedule. Prefer to talk now? Call (949) 733-9100.
Book a free 15-minute intro and see how much simpler — and cheaper — this can be.
Book Your Tax Intro