Business Details
50+ Years
experience
Trusted Accounting and Tax Services in Southern California
Harvey & Parmelee LLP has served as a trusted accounting partner since 1922, delivering tailored tax and accounting solutions to individuals, businesses, trusts, and nonprofit organizations across Southern California. Our expertise spans diverse industries including construction, real estate development, retail, agriculture, and professional services. We prioritize client partnerships, measuring our success through the achievements of those we serve.With offices in Whittier, Brea, and San Marino, we combine decades of experience with personalized attention to address each client's unique financial needs. Our commitment to excellence has established us as one of the region's most respected accounting firms, supported by resources like our monthly newsletter and comprehensive online client tools.
Services
Tax Services
Financial Planning
Business Accounting
Trust Accounting
Nonprofit Accounting
Construction Accounting
Real Estate Development Accounting
Retail & Wholesale Accounting
Agricultural Accounting
Professional Services Accounting
Details
- Year established: 1922
Highlights and features
- Over 100 years of experience in accounting services
- Tailored tax and accounting solutions for unique needs
- Serving diverse industries in Southern California
- Client-focused partnership approach since 1922
- Highly regarded accounting professionals in Whittier, CA
Services
Tax Services
Our tax services include individual and business tax return preparation, strategic tax planning, and compliance solutions. We help clients minimize liabilities while maintaining regulatory compliance. With expertise in complex tax scenarios, we serve high-net-worth individuals and diverse business sectors across Southern California.
Business Accounting
We provide comprehensive accounting solutions for businesses, including financial statement preparation, payroll processing, and audit support. Our industry-specific expertise benefits construction, real estate, and professional service firms. Clients receive tailored financial insights to support growth and operational efficiency in competitive markets.
Nonprofit Accounting
Specialized accounting services for nonprofit organizations include grant management, compliance reporting, and donor accountability solutions. We understand unique nonprofit financial requirements and offer systems to maintain transparency while maximizing resource effectiveness for mission-driven organizations.
Trust Accounting
Our trust accounting services cover estate tax filings, fiduciary accounting, and asset management reporting. We assist trustees with complex financial responsibilities, ensuring compliance with legal requirements while protecting beneficiaries' interests through accurate, transparent record-keeping.
Financial Planning
Personalized financial planning services focus on long-term wealth preservation and growth strategies. We help individuals and business owners create customized plans addressing retirement goals, investment strategies, and intergenerational wealth transfer with comprehensive tax-efficient approaches.
Questions
What accounting services do you offer?
We provide tax preparation, financial planning, business accounting, trust services, and nonprofit accounting tailored to Southern California clients' needs.
Which industries do you specialize in?
Our expertise covers construction, real estate development, retail, agriculture, professional services, and nonprofit organizations across Southern California.
Do you serve individual clients?
Yes, we offer personalized tax and financial planning services for high-net-worth individuals and private clients since 1922.
What resources are available online?
Access client login, IRS forms, tax tips, financial guides, and our monthly newsletter through our website's resource center.
