It’s Not What You Make.
It’s What You Keep.
Innovative Financial Programs for Individuals and Businesses
At Harper Financial Associates, LLC, we focus on the client’s individual needs and concerns. An extensive discovery process enables us to offer customized solutions to our clients’ financial challenges.
Financial Services You Can Trust
Programs for Businesses
Specialized Tax Incentives
There are numerous tax incentives for businesses that are under utilized to control tax liability. Our proprietary system searches Federal, State, and local databases to identify areas where tax credits are available.
Business Expense Remediation
We will arrange for audits of everything from waste and recycling charges to commercial property tax to identify overcharges. We charge no upfront fee for this service and share in any savings on a go forward basis.
Programs for Individuals
Advanced Tax Planning
Partnering with Redwood Tax Specialists – Read more about us in FORTUNE magazine.
When your tax team includes only a CPA or a single financial planner, you miss out on many potential deductions. No matter how remarkable one tax prep professional is, he or she can’t compare to a full team of expert strategists. Each person on the Redwood team brings a unique perspective from a different part of the financial or legal industries. Those strengths are combined to find every possible deduction for our clients.
About Harper Financial Associates
The founding partners of Harper Financial Associates, LLC have over 37 years of combined experience in the financial services industry. A client first approach is our number one priority when seeking solutions for our clients.