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Tax Planning & Preparation for Restaurant Operators, Small Businesses, & Personal Filings

Many of the operators we work with on the advisory side also trust us with their personal and business tax filings — because the same team that knows your P&L already knows where the deductions live. One relationship, one team, no re-explaining your business to someone new every April.

What We Handle:

  • Business Tax Preparation & Filing (LLC, S-Corp, Partnership)

  • Personal Tax Preparation for Owners & Operators

  • Multi-Entity & Multi-Location Filings

  • Quarterly Estimated Tax Planning

  • Entity Structure & Guaranteed Payment Guidance

  • Depreciation & Cost Segregation Planning

  • Tax Planning Woven Into Your Year-Round Advisory — Not Just an April Scramble

Why Tax + CAS Together

Your books and your taxes were never meant to be separate. When your tax preparer isn't the same team managing your monthly numbers, tax season becomes a scramble to reconstruct a year's worth of decisions after the fact.

Our tax team works directly off the same clean, current books your CAS team is already maintaining — which means fewer surprises, better planning conversations mid-year (not in March), and a return that reflects decisions we helped you make, not just ones we're finding out about after the fact.

Meet Harmony’s Tax Team

  • A man in a white cap, gray shirt, and black pants playing golf on a course with mountains and a lake in the background.

    Mike Hetrick, CPA

    TAX DIRECTOR

  • Zora Chen, CPA

    Zora Chen, CPA

    TAX MANAGER

  • A professional portrait of a woman with shoulder-length blonde hair, smiling, wearing a black blazer over a colorful patterned top, against a solid blue background.

    Deana Goswick, CPA

    TAX MANAGER

  • A woman with long dark hair and glasses smiling while sitting on a green bench outdoors near steps, wearing a blue shirt.

    Mackenzie Shake, CPA

    TAX CPA

  • Young woman with long dark hair, smiling, in a patterned dress, at an outdoor gathering or festival with blurred people and umbrellas in the background.

    Heather Paola, CPA

    TAX CPA

  • A woman smiling with short black hair wearing a beige turtleneck sweater, standing in front of a white wall with blurred pink and red flower decorations.

    Linna Xu, CPA

    TAX CPA

  • Ricardo Arriaga, CPA

    TAX CPA

  • Elizabeth King, CPA

    TAX CPA

  • Hannah Dong

    Hannah Dong

    TAX ACCOUNTANT

  • A smiling young man with brown hair wearing a black Columbia jacket and a light blue collared shirt, outdoors near a lake with trees and a house in the background.

    Jared Chappelle

    TAX ACCOUNTANT

  • Kylie Zadylak

    TAX ACCOUNTANT

  • Young woman with long brown hair, smiling, wearing a blue floral dress, outdoors near a body of water.

    Brittany McDuffie

    ADMIN. DIRECTOR

Schedule a Tax Consultation