*Note: CPAs may specialize in different areas. Be sure to check credentials and service offerings.*
If this is your first time working with a CPA, don’t worry — most professionals offer a free consultation and will walk you through what to expect. You may be asked to complete an intake form, share financial documents, or set clear goals for your session.
*Note: Every CPA operates a bit differently. Don’t hesitate to ask questions before committing.*
*Tip: Organize your documents in advance to save time and ensure accuracy.*
*Note: Preparation helps you make the most of your CPA’s expertise.*
*Note: Every CPA is different — take time to find one who fits your goals and style.*
3268 SW Hambrick St
Port St. Lucie, Florida 34953
I have been trying to deal with an IRS burden that has been following me around for years. After many failed attempts for a tax resolution with the IRS with my former CPA, I began praying for direction to help me get this burden resolved. I met with Mr. Harmon not knowing if this was going to be another failed attempt. After getting to know Mr. Harmon?s character, I knew that I was in the right place! His being a veteran in our great military really showed up in his attention to detail, being able to overco
I initially had a bit of a misunderstanding with Mr. Harmon during our first interaction, but he more than made up for it. He personally reached out to apologize, took full responsibility, and we had an open and productive conversation where I also apologized for my part in the misunderstanding. It was clear from our call that he genuinely cares about his clients and takes pride in his work. He not only spent a significant amount of time providing me with valuable advice regarding my client?s situation?comp
I have to give great praise to Mr. Harmon! He?s not your typical attorney who looks at you like a dollar sign. He truly cares for his clients and goes above and beyond for all. I had the pleasure of talking to him about our tax issues and he was extremely helpful and very very knowledgeable. I highly recommend Will Harmon if you?re looking for a good Tax attorney who always does the right thing for you and your needs!! Thank you Mr. Harmon!!
Working with Mr. William Harmon has been a great experience. He helped me file my 2023 and 2024 taxes. Working with him has been very easy and straightforward. He is very well versed on tax law and claiming all qualifying deductions. I had him help me with different sources of income and different schedules and he has been very knowledgeable through all of it. The process has been so smooth as all documents are uploaded to a secure portal and all communication is either via phone or text. He also keeps you
I gave this firm 5 stars, because I have been dealing with lots of attorneys for the past two years, and each and every one of them has either lied or taken my money without any resolution. William one of the attorneys at this firm actually took the time to make sure all my complicated tax questions were answered. He not only was honest /caring, he did it all without expecting any money. unless he was able to provide a resolution. ( which they were able to resolve the difficult tax problem) I highly recomm
The only problem I have is that I did not find William sooner. I encountered problems after my life long accountant retired, needless to say 2 accounting firms and lots of IRS issues later I found Mr. Harmon. Not only is he dedicated and knowledgeable he has gone out of his way to ensure the best outcome with the IRS, and is very comforting in his handling of my case. I trust him with all of my tax related issues and would highly recommend his services.
When you have the bullies from the government coming after you, this is the team you want on your side. Will was great to work with! He takes the time to understand you, your situation, and make sure that you understand what needs to be done and how. He knows your rights and will fight for them.
Very grateful I called Mr Harmon today. He was honest, yet confident . It?s exactly the kind of assurance I needed. I will absolutely be using his services .
Mr. Harmon was wonderful to work with. He shared his knowledge and directed me accordingly. I highly recommend Harmon Tax Resolution.
Will was an absolute joy to work with! He quickly relayed the document requirements to us, filed with the IRS and then followed up with us. He stayed engaged until the problem was resolved and completed with a final follow up. Thanks for the great services Will! I would highly recommend his services/company to anyone in need of tax resolutions. Also, he is located across the state from us. Communication and correspondence was always easy and effortless. It was like he was right around the corner!
William was very helpful and knowledgable! As a complex business structure, he understood exactly what we needed and how to approach our unique scenario. We really appreciate his confidence and knowledge about multi-tiered structures, especially after asking Turbo Tax professionals, and other accountants before we found William (they were all VERY confused and did not know forms we needed to file). William was very prompt in his communication, and we could always get a hold of him when needed. Thank you so
Will is an excellent attorney who really takes the time to answer questions and ensure that clients get all of the information about their case. I very much appreciate Will's knowledge and help!
William has been great since the beginning. Very knowledgeable and very responsive. I received an audit from the IRS. I lost all my paperwork from an office flood. Walked me through rebuilding everything from nothing. He even came to the IRS meeting with me and represented me very well. He also does everything to keep your costs down. Nothing but good words to say about him. If you have a tax issue, hiring William is a no brainer.
Will is an excellent CPA/Tax Attorney. He handled our IRS issues quickly and with the utmost communication. He kindly and patiently weighed our options and is very informative about every step of the process. It?s not everyday you get someone who is an attorney that is willing to take the time and has the patience to explain to you the processes of filing taxes and potential litigation matters. Will takes a customer first approach and I have referred him to 4 people already who all have raved about his
I knew working with him one time he was going to be my go to tax attorney. My experience has been great. He was prompt ,easy going and for my best interest. When I came late in the game just days from deadline he got me in, when I reached out he would respond immediately.He would research information at the time it was questioned. He was reasonable priced and was for my best interest. I am so thankful to finally find someone that I know Is pleasant and I don't have one complaint about. He's the One and I wi
Mr. Harmon is a great help to me and my family when we had an IRS levy on our taxes for no reason. He investigated the situation and got us our money back within the timeframe that it was needed before the deadline. It prevented us from having to give the IRS money that they said we owed but actually didn?t. He did it in a quick, fast way, and got it totally removed! Mr. Harmon is personable and welcoming with amazing customer service he insisted on proving himself to my family and I before we could thank h
I put my trust in him and I so happy I did. He was great about keeping me informed and did what he said he was going to do. I will recommend Harmon Tax services to any one that need it. Plus I will always use him if I ever need him again. Great person and Lawyer!
Attorney Will Harmon provided excellent, trusted representation for me across several issues. There were facets of my situation that required a combination of skillsets, which Will happens to have. In addition to being an attorney, he is also a seasoned CPA. Resolving my problem required solid advocation skills, explicit tax knowledge, business acumen, and comprehensive communication capabilities. I will continue to seek Will?s counsel and tax work whenever needed. If you are dealing with a challenging t
For many years of having a small realestate rental business, I started to have many issues with IRS. In desparation I started searching for a Tax Accountant and Attorney. I remarkably came across Will Harmon, and have been very happy and satisfied with his professional and outstanding representation. Will has not only guided me through the Tax assessment process, saving me $thousands, but has also guided me through the correct business accounting procedures, in order to ensure compliance with IRS rules and
Mr. Harmon is great to have on your side with IRS issues. He resolved a very bad situation, that was not my fault. The IRS did not care to fix it, even with them being in the wrong. I felt like it was costing me so much money to fix, I never realized how much work Mr. Harmon had to do to fix it. It was definitely a never ending back and forth battle with the IRS. In the end we got resolution and it saved me over a $150,000. I highly recommend Harmon Tax Resolutions...
I interviewed 4 CPAs/ Attorneys before I decided to go with Will. I have nothing but positive things to say about him. He was completely thorough when preparing my 2021 tax returns. And he communicated with me through text, email and the phone: Perfect for modern clients. Best of all, he prepared my returns remotely (but gave me the option to meet.) I will use him for future returns and financial planning.
My wife called with an issue we were having with the IRS and he took time to explain everything and guided her through what needed to be done. He wasn't condescending and made her feel comfortable. He is always available for even the smallest of questions. We would recommend this firm for any of your tax needs.
I can't thank Will enough for his incredible help. He's not your average tax attorney; he's available, patient, and genuinely cares about his clients. He worked tirelessly to find the best solution for me, making a complex tax situation feel manageable. I'd recommend Will to anyone looking for a tax attorney who truly has your back. Thanks a million!
I had a pressing IRS issue that I could not resolve with the IRS. I employed tax attorney CPA Will Harmon to fix this. He immediately addressed the issue with the IRS and another 3rd party, so I did not have to, allowing me to focus on other necessary things. His work resulted in getting this fixed. He delivered as promised and kept me updated the whole time. If you are dealing with an IRS issue, I recommend contacting Will. I am glad I did.
Will, has been my trusted tax advisor for many years. He takes the time to listen and asks many questions that have uncovered critical information allowing me to maximize my tax situation. He explains everything in terms that I can understand and make tax decisions. Everyone seeks to obtain a nucleus of trusted service providers such as good doctors, mechanics, CPA's, and lawyers. Will is my trusted CPA and tax lawyer. He has earned my reference.
Mr. Harmon is a gentleman always conducted himself in a professional manner. He is very knowledgeable and organized. I can sincerely say he is always a pleasure. He?s an excellent conversationalist and goes out of his way to give his clients the best service. I would highly recommend him. He?s my attorney and I also consider him a friend, my wife shares my opinion as well he?s a true gentleman.
Will resolved our Tax problems with professionalism and accuracy. We had a difficult situation that he was able to navigate through his one on one approach. Will consistently contacted us at every step. I would highly recommend Will Harmon for all your Tax needs Mark O
I am so pleased that I found Will on Google to help me with my IRS problem that I had been dealing with for over a year. He listened to my situation and was pleased to take my case. He got started right away and was able to solved the problem in a timely matter. I definitely recommend Will Harmon Tax Resolution, LlC for any IRS problems you might have. Julie P
Unexpectedly, I received an IRS notice stating I had a balance of over $124,000. The IRS debt was very impactful and made me very worried that I could not sleep at night. I sought help from Will. He was able to research and identify the issue along with how to correct it. He explained to me everything that had to be done. He communicated with me frequently and handled all IRS correspondence. He was very professional and thorough in his approach. The IRS debt balance was resolved, and I can put this behind
I have known Will Harmon (Will ), professionally for over 5 years. In that time I have found him to deliver the highest quality of service and advice with regards to my business and personal finances. He has been equally adept at identifying potential issues, and navigating the often confusing and difficult tax codes for both. Any accounting or tax law related inquiries I or my partners have, I always seek out his counsel and opinion. I would highly recommend you to do the same. His honesty, attention
William is the consummate professional. He is a very knowledgeable tax professional. His unique background as both an attorney and CPA along with having been worked inhouse accounting he can fully understand your situation and what will work best. Really explains things well. Great to work with. When you come to him with a challenge, you know he is going to battle for you full throttle. That's just the way he is. I always walk away feeling I got more than I paid for. When you deal with him, you feel that yo
Mr. Harmon worked for me as my tax attorney helping calculate capital gains on a house sale. He did an excellent job guiding me through the complicated process. I appreciated his vast knowledge of business and law from his professional experience. I highly recommend him.
Mr. Harmon is hands down one of the most intelligent and benevolent people I have ever encountered in my over fifty years on this planet. Truly inspiring. Just call him for a consultation and you will immediately experience what I'm describing. Then you can decide on your own if you want to hire him without having to take anyone else's word for it.
Will successfully took care of a stressful IRS tax issue for me. He was able to negotiate a favorable deal. He thoroughly reviewed my situation and explained everything well. It worked out as planned. We had to go through some hurdles, but I knew the situation was in good hands. He was always accessible. I highly recommend him.
My name is Kim I had an irs issue that was quite complicated and Will being a Lawyer and cpa did an unbelievable job on my behalf. I would recommend Will and his services to anyone you want be disappointed
William Harmon provided a lot of clarity in my consultation with him. After I submitted my tax information (and went through questions to clarify details about it), he expeditiously created the forms necessary to submit, and presented them through DocuSign. Everything about the process was convenient, straight forward, and left me feeling like I was in a better place than I was earlier.
I called Mr. Harmon for a quick consultation and he really set my mind at ease with my issue. I'd highly recommend him to any business owners or individuals who need help with the IRS and tax problems!
Harmon Tax Resolution goes above and beyond to address IRS tax issues. Very professional and solution oriented. Results were advantageous.The attorney cpa ,Will, was available whenever I needed additional information. I highly recommend this company for you tax needs.
I have found Will to be the consummate professional. He provided excellent and timely services resulting in a better outcome than I had originally anticipated. after carefully listening to my situation, he then proceeded to provide a much better process than I originally thought he would. I highly recommend using Harmon Associates for your tax and business law needs.
Will Harmon is great to work with; explains everything in detail and made the process a better learning experience. If you need an attorney, for wills or trusts, Harmon Associates, LLC is the firm. I?m referring him to all my friends and family.
Will Harmon is excellent at what he does and Harmon Associates is the place to go. He is a fantastic person and an expert in taxes and law. Harmon Associates is the best place to go to get excellent results and absolute excellent service. I recommend all my friend to Harmon Associates.
Bill recently took time out to walk me through a recent tax problem over the phone, on his own dime. He was quick to respond and very knowledgeable. No need to look anywhere else for your tax needs in Port St. Lucie.
I have known William for over 8 years and he has shown to be extremely capable across many facets of personal income tax, accounting, law and finance. He is very personable, professional and caring. I would highly recommend using him for any of your tax and accounting needs.
Absolute pleasure to deal with! IRS came down on me for something i didnt even do. Will took on the task and knocked it out faster than i imagined. Absolutely pleased! Definitely recommend using him for your needs!
I never leave google reviews but it?s always the first thing I look at it. Mr. Harmon is very professional, communicative and worked diligently on my issues . He is very knowledgeable and I definitely recommend !
Harmon Tax Resolution prepared my back taxes and even with the chaos of figuring out all the paperwork I dropped in his lap still got it prepare quickly and efficiently. Highly recommended
Mr Harmon prepared our return and gave us much information to prepare for next year. We appreciated his expertise and experience.
I would highly recommend William for his promptness and his professionalism. Dealing with Tax issues is stressful and William took care of our stress.
This guy is amazing. He has cleaned up 4 years of tax problems with ease. No outrageous bills, kept me informed the entire process. Class act all around. That is hard to say about a lawyer.
William is a dedicated CPA and tax professional with a keen eye for detail. Would highly recommend the work of Harmon Associates.
Very thorough and takes the time to answer questions in detail. Also appreciate how quickly Will responds to questions. I also appreciate his level of professionalism that is rare these days. I highly recommend his services.
Really helpful and explained everything thoroughly. Recommend if you're looking for someone trustworthy to help with a tax concern!
Very professional and knowledgeable. Highly recommend!
Look for a Certified Public Accountant (CPA) license, which ensures they’ve passed rigorous exams and meet state requirements. Check for relevant experience in your industry, additional certifications like CFA or CMA, and membership in professional organizations like the AICPA. Verify their credentials through state licensing boards.
Use online directories like the AICPA, CPAverify, or state CPA societies. Search platforms like Yelp or Google for local CPAs with reviews. Ask for referrals from business associates, friends, or financial advisors. Local chambers of commerce can also provide recommendations.
A CPA is a licensed professional who has passed the CPA exam and met state requirements for education and experience. An accountant may lack this certification and could have varying levels of expertise. For complex tasks like tax audits or financial reporting, a CPA is typically more qualified.
Ask about their experience with your specific financial needs, such as tax preparation, small business accounting, or estate planning. Review their website or LinkedIn for case studies or client testimonials. Inquire about their client base to ensure they handle similar financial situations.
Yes, reviews provide insight into a CPA’s reliability, communication, and performance. Check platforms like Google, Yelp, or the Better Business Bureau for client feedback. Look for patterns in reviews, but verify their authenticity, as some may be biased or outdated.
Visit your state’s Board of Accountancy website or use CPAverify.org to check a CPA’s license status. Confirm their license is active and check for any disciplinary actions or complaints. This ensures they’re in good standing and meet professional standards.
Ask about their experience with your financial needs, fee structure, availability, and communication style. Inquire how they handle tax filings, audits, or financial planning. Ask for references or examples of similar work to assess their expertise and fit.
Fees vary based on location, services, and complexity. Basic tax preparation may cost $150-$500, while business accounting or audits can range from $1,000 to $10,000+. Request a detailed fee structure upfront and compare quotes from multiple CPAs.
Yes, many CPAs offer remote services through secure online platforms for document sharing and virtual consultations. Ensure they use encrypted tools for data security. Remote CPAs can be effective if they understand your local tax laws or business regulations.
During consultations, evaluate their ability to explain complex financial concepts clearly. Ask sample questions about taxes or financial strategies and note their responsiveness and clarity. Good communication ensures you understand their advice and fosters a productive relationship.
Beware of CPAs who guarantee specific tax refunds, lack a valid license, or have disciplinary actions on record. Avoid those with poor communication, vague fee structures, or negative reviews highlighting unethical behavior. Always verify their credentials independently.
Large firms offer more resources and specialized teams but may charge higher fees. Solo practitioners often provide personalized service and lower costs but may have limited availability. Choose based on your needs, budget, and preference for personalized attention.
For individuals, annual meetings for tax preparation may suffice. Businesses may need quarterly or monthly check-ins for bookkeeping, tax planning, or financial reporting. Discuss your needs upfront to establish a meeting schedule that aligns with your financial goals.
Yes, many CPAs handle both, but confirm their expertise in both areas. Ask about their experience managing personal taxes and business accounting simultaneously. Ensure they can balance both without compromising attention to your specific financial needs.
Discuss concerns directly with your CPA to resolve issues. If unresolved, check your contract for termination terms. Seek a new CPA by researching reviews, credentials, and referrals. Request your financial records to ensure a smooth transition to a new professional.