Business Details
50+ Years
experience
Trusted Tax and Accounting Services in Placentia, CA
Harrison Tax Service is a family-owned accounting firm established in 1959 by Richard A. Harrison. Our legacy of excellence continues through our dedicated team of certified professionals, including California CPA Kimberly Harrison Kietzke and experienced tax preparers. We specialize in providing comprehensive tax and accounting solutions tailored to individuals and small businesses. Our services include tax preparation, strategic tax planning, IRS audit representation, small business accounting, payroll management, and part-time CFO services.With over six decades of experience, we prioritize personalized client relationships and proactive financial strategies. Our team stays current with evolving tax regulations to ensure compliance while maximizing savings. We utilize advanced tools like QuickBooks to streamline financial processes and offer secure digital solutions for document management. Our commitment to quality service has made us a trusted partner for clients seeking reliable tax and accounting expertise in Placentia, California.
Services
Tax Preparation
Tax Planning
IRS Audit Representation
Small Business Accounting
Payroll Services
Details
- Year established: 1959
Highlights and features
- We offer over 60 years of experience in tax and accounting services.
- Our team includes certified CPAs and IRS-qualified tax professionals.
- We provide personalized financial strategies for individuals and small businesses.
- Our QuickBooks expertise streamlines accounting processes for business clients.
- We handle IRS communications and audit representation on your behalf.
Associations and certifications
- California CPA
- QuickBooks ProAdvisor
What people say
Exceptional tax planning
Professional IRS handling
QuickBooks expertise
Personalized attention
Decades of experience
Services
Tax Preparation
Our tax preparation service ensures accurate and timely filing of individual and business tax returns. We leverage decades of expertise to identify deductions and credits that maximize refunds. Clients benefit from our proactive approach to tax compliance and our ability to handle complex filings for diverse financial situations.
Tax Planning
We develop customized tax planning strategies to legally minimize liabilities for individuals and businesses. Our approach combines long-term financial goals with current tax law expertise. Clients receive actionable recommendations for retirement planning, investment decisions, and business expense optimization throughout the year.
IRS Audit Representation
Our IRS audit representation service handles all communication and documentation during tax audits. Certified professionals with IRS qualifications advocate for clients while managing paperwork and deadlines. This service reduces client stress and ensures compliance with tax regulations during examination processes.
Small Business Accounting
We provide comprehensive accounting solutions for small businesses, including bookkeeping, financial reporting, and payroll management. Our CPA-led team ensures accurate financial records that support business decision-making. Services integrate with QuickBooks software for streamlined operations and real-time financial insights.
Payroll Services
Our payroll services handle employee payment processing, tax withholding calculations, and regulatory compliance reporting. Businesses benefit from accurate and timely payroll processing that reduces administrative burdens. We manage federal, state, and local tax filings associated with employee compensation.
People
Richard Harrison
President
Richard Harrison leads the firm with decades of tax expertise. Certified in tax preparation, he continues his father's legacy of personalized service while maintaining focus on strategic tax planning for individuals and businesses.
Kimberly Harrison Kietzke
CPA Accountant
Kimberly Harrison Kietzke, a California Certified Public Accountant, manages accounting services and QuickBooks solutions. Her expertise in financial management and software integration supports small business clients with efficient bookkeeping and reporting systems.
Steve P Olvey
Tax Preparer
Steve P Olvey brings extensive experience in tax preparation and compliance. As a Certified Tax Return Preparer, he specializes in individual and small business tax filings, ensuring accurate documentation and adherence to tax regulations.
Steven M Ditch
CFP, Tax Preparer
Steven M Ditch combines Certified Financial Planner credentials with tax expertise. He provides comprehensive tax solutions while integrating long-term financial planning strategies to help clients achieve both immediate and future financial goals.
Jennifer Olvey
Office Manager
Jennifer Olvey oversees daily operations and client communications. With deep knowledge of tax processes, she ensures smooth coordination between clients and tax professionals while managing administrative functions of the Placentia office.
Questions
What tax services do you offer?
We provide tax preparation, strategic planning, IRS audit representation, and specialized tax strategies for business owners and individuals.
How do you handle IRS audits?
Our certified professionals manage all IRS communication, documentation, and representation to minimize client involvement and resolve issues efficiently.
Do you work with small businesses?
Yes, we offer accounting, payroll, part-time CFO services, and business tax solutions tailored to small business needs.
What accounting software do you support?
We specialize in QuickBooks setup and management, along with comprehensive bookkeeping and financial reporting services.
How can I send documents securely?
Use our SecureSend feature through the client portal to transmit sensitive documents directly to your assigned professional.
What are your tax season hours?
During tax season (Feb-Apr 15), we're open Monday-Friday 8am-8pm and Saturday 9am-5pm for client convenience.
