Frequently Asked Questions

Switching to Harbor Point is easy. Transitioning from your current tax professional may feel overwhelming — but we make it simple and seamless. Here’s how it works:

• You’ll inform your current CPA/EA in writing (we’ll provide a professional template).
• You’ll sign a clearance authorization allowing us to request your records.
• You’ll grant permission for us to communicate with your prior tax professional.
• We review all files and meet with you to create your personalized tax strategy.

We manage every step of the process, ensuring a smooth and professional transition.