Rates & Packages
At Harbor Point Tax Advisors, we offer subscription-based accounting and tax services designed to give small business owners peace of mind, financial clarity, and year-round support. By combining bookkeeping, payroll, tax preparation, and advisory services in a single monthly plan, we make your finances simple, predictable, and efficient. Our subscription model provides you:
- Monthly bookkeeping so you always know where your business stands.
- Faster, more accurate tax preparation when the filing season comes.
- All services under one tax professional, reducing confusion and extra work.
- Proactive communication throughout the year, rather than waiting until tax season.
- Predictable monthly costs instead of seasonal spikes.
Not sure which package is right for you?
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WHY OUR SUBSCRIPTION MODEL WORKS
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1. Continuous visibility - Know where your finances stand every month.
2. Efficiency & accuracy - Monthly bookkeeping streamlines year-end tax preparation.
3. Predictable revenue - Monthly recurring payments help your cash flow planning.
4. Comprehensive service under one tax professional - No confusion or extra work from outside providers.
5. Proactive advice - We ask the right questions as you go, not just during tax season.
6. Client retention - Offering more services throughout the year makes it easier to maintain long-term relationships.
OUR APPROACH
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Virtual Tax Advisory Firm - fully remote firm, but offering in-person consultations in the San Antonio, TX area.
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Niche Expertise -
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Specializing in the insurance and financial service industries.
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Specializing in the trades, construction & labor sector, as well as other businesses that receive 1099 income.
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Veteran tax professional Review - Every client’s returns reviewed by an experienced tax professional.
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Full-Service Administration - Optimized workflow, client communication, and financial organization inspired by top-performing firms.