Harless & Associates
Certified Public Accountants
Our clients are both domestic and international and are from all walks of life. Accounting services include bill pay and bookkeeping services with monthly reporting. Our tax professionals are known for their expertise in minimizing taxes and IRS audit representation.
Our family office and concierge services are tailored for individuals and families who need a trusted family partner to assist with handling family financial responsibilities and managing households. These services include bookkeeping, budgeting, payroll, organization of bills; vetting services for household management; coordination of appraisals for real property, jewelry and art for insurance and estate purposes; financial oversight of repairs, maintenance and remodeling projects; planning and budgeting for assisted living and nursing home care; consolidation and analysis of investment data and investment portfolio performance; financial management of residential properties, aircraft, and yachts. We handle all of these services for our clients so that they are free to focus on their quality of life. Read more
5 recommendations
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Stephanie Lee Bourgeois
I always enjoy going into Harless & Associates. Everyone is so friendly and helpful, it's a genuinely warm welcome. The entire team is incredibly knowledgable and treasure this new relationship.
Original recommendation -
Kevin LaCroix
They have been preparing my tax return the last few years, and also just did an amended 2010 return for me. Great job and very nice people. Reasonable rates as well. I would recommend them. My taxes are not complicated and they are very fair with me.
Original recommendation -
Lindsey Basileo
Terri did a great job in assisting me with my taxes and in helping withdraw funds from my some inherited stock. It really helped!
Original recommendation -
Gina Cieri
Donna Holm has done a superb job with our personal and business tax returns. Her experience as a former IRS agent is really invaluable, and she is spot on in her knowledge of all the tax codes and laws. I have been most impressed by how accessible Ms. Holm has been whenever questions arose during the year. Harless and Associates also provides electronic records that are easy to access for future reference. Overall, they streamline the entire process. I highly recommend their services.
Original recommendation -
Deborah Schmidt
I recently met Donna Holm, a CPA at Harless & Associates, at a networking event! I quickly changed my CPA and tax service over to her. Her knowledge is never ending and her drive amazing. This is the first year she has completed my taxes and I am so impressed. She will be by my side at tax season for as long as she will have me! Thank you so much, Donna and Harless & Associates for a job well done!
Original recommendation
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We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.
We take your privacy seriously.
Recommended will not post to your social networks or spam your contacts.