Free 30-minute discovery call
Tell us a little about your situation and a named advisor — not a call center — will reply within one business day with a time to talk. No obligation, no hourly meter.
Takes about a minute. We'll confirm by your preferred method.
Finding us
Three ways to work with us
Roughly half our clients never set foot in the building. The advice, the reviewer and the fixed fee are identical whichever you choose.
Sit down with your advisor at Harbor Drive. Best for first meetings, complex situations and anyone who likes to see the numbers on paper.
A 30- or 60-minute session on Zoom or Teams, screen-sharing your return and plan as we go. The same advisor, the same preparation, no traffic.
Upload documents, e-sign and message your advisor from anywhere — we serve clients in 14 states this way. Bank-grade encryption and MFA on every account.
Before you book
Yes — 30 minutes, no charge, no obligation. Bring last year's return if you have it. You'll leave with two or three specific ideas and a fixed-fee quote if you'd like one. If we're not the right fit, we'll say so and point you somewhere better.
Mid-year is the best time. We'll review what's been filed, catch up the books if needed, recalculate your estimates and put a plan in place before December — when the moves that actually change your bill are still available.
Same day. Call (949) 849-9825 and mention the notice — most have a 30-day response window and the clock started when it was mailed, not when you opened it. Marcus Chen, EA, leads our resolution work and can be on file with the IRS as your representative within 24 hours.