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Planning for the Future

Smart money management should focus less on tax returns and more on your long-term goals.

 

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The Power of Relationships

Working with our clients year-round allows us to provide personalized financial advice that makes sense.

 

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What Can I Expect from My CPA?

A better question might be “What should you expect from your CPA?” At Harvard & Associates, we help individuals, businesses, associations and non-profits plan for long-term financial success by asking you the questions. What are your goals? How are you protecting and providing for your loved ones? We know that being your accountant is important, but being your financial partner in making these important decisions can impact your family or business for generations.



Track Your Refund

Tracking iconCheck on the status of your federal tax refund and get a date when you should expect your check or automatic deposit of your refund. For more information on how to use this service click HERE. If you are not sure if you are getting the full refund to which you are entitled, contact us today.

Resources and Tools

Tool IconTax laws and how they are applied to personal and corporate tax returns change rapidly. We have evaluated available resources and provided a list of the most useful. From IRS bulletins to tax planning checklists, these resources will assist you in understanding the many facets of wise financial management. If you would rather let us explain what all this means, contact us today.

CLIENT LOGIN

Log in to your personal portal to access your tax documents and financial statements anytime from anywhere. Tax clients can complete their organizers online and upload supporting documents including Forms W-2 and 1099. Remote payroll clients can enter payroll data and print payroll checks. We can also provide secure individual logins for your employees so they can access their paystubs and W-2s online

Need Help?

Click on a link below to see a helpful video tutorial.