Frequently Asked Questions

Q: Is it hard to switch tax professionals?

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.

Quick answers about our services, process, and what to expect when working with Harbor Point from switching advisors to monthly bookkeeping.

Working with us

Is it hard to switch tax professionals?

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.

Is there a cost for an initial consultation?

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Do you meet in person, virtually, or both?

How long does it take to hear back after I call, email, or text?

Bookkeeping

Why do I need a bookkeeper?

What type of bookkeeping services do you offer?

How does monthly bookkeeping work?

What if my business needs bookkeeping more frequently than monthly?

When and how do I send my documents to you?

What if my books aren t up to date, or I ve never kept books before?

Still have questions?

Reach out and we’ll be glad to help the initial consultation is always free.