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Individual Taxes

Tax Planning to preserve your wealth and give you piece of mind.

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Business Planning

Strategic planning & Cash-Flow Management to run your business efficiently & profitably.

personal financial planning san diego

Financial Planning

Preparation for all of life's events so you can live with piece of mind.

Analyzing documents

Tax Development

Year-round Tax Development to successfully reduce your Tax Liability and increase your Net Worth.

Business meeting at board room

Quickbooks Configuration

Setup & training personalized for your business to enhance performance & track your success.

High Income Earners

Real Estate Investors


Medical Professionals

Trusts & Estates


What others say about Harvey

Mark Marcelletti

I’ve had the pleasure to work with Harvey recently and am thoroughly impressed. He has many years of experience working with high income earners and entrepreneurs. His experience gives him the competitive advantage of a large enterprise, and his service, the personal touch of a small one. Highly recommended.

Mark MarcellettiCEO & FounderWeb Studs
Allison Snowden

If you are an entrepreneur or a small business owner Harvey is the accountant for you! I had meetings with several other accountants in La Jolla prior to my meeting with Harvey. I decided to hire Harvey because of his experience and his customer service. Set up a meeting with him, and you will be impressed!

Allison SnowdenFounder, Acupuncturist, & HerbalistSnowden Integrative Acupuncture