Rates & Packages
At Harbor Point Tax Advisors, we provide subscription-based accounting and tax services designed to give small business owners confidence and clarity in their finances. By bringing together bookkeeping, payroll, tax preparation, and strategic advisory in one streamlined monthly plan, we deliver reliable support and a more predictable financial experience. Our subscription model provides:​
- 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.