Frequently Asked Questions
Answers to common questions about accounting, tax planning, and working with Harmon CPA.
What types of businesses do you work with?
I primarily work with small to mid-sized businesses in construction, trades, distribution, manufacturing, and professional services. I also serve clients with rental properties and complex financial needs.
Do you offer virtual or remote services?
Yes. I use secure platforms like SmartVault for document sharing and encrypted video calls for meetings, so we can collaborate effectively from anywhere.
What is the first step if I want to work with you?
The first step is a short consultation call to understand your business goals and current accounting setup. From there, I’ll outline recommendations and next steps tailored to your situation.
How often do you meet with clients?
Most clients prefer quarterly or monthly meetings. This keeps financials current and allows for proactive tax planning instead of reactive work at year-end.
Do you handle both accounting and tax filings?
Yes. I provide comprehensive accounting and tax services, including ongoing bookkeeping oversight, tax preparation, and proactive tax strategy development.
How secure is my information?
Your data security is a top priority. I use encrypted storage, secure client portals, and best-practice compliance procedures to protect sensitive financial information.
How can I log in to my client portal?
You can log in anytime at harmoncpas.smartvault.com to securely upload or download documents.