Firm Profile

Harrison Berkman Claypool & Guard, PLLC is a full service firm of Certified Public Accountants providing a wide range of services to small businesses and individuals. We specialize in being able to serve clients’ needs across a broad spectrum of financial and tax related areas. We provide traditional tax preparation services as well as a number of planning services including estate planning, stock option planning, and business succession planning. Through our registered investment adviser firm, HBC Financial Services, PLLC, we are able to extend the traditional accounting and tax services to include retirement planning and complete portfolio management. This gives us a unique perspective to help clients with all aspects of their financial lives with an eye on individual goals, investment objectives, and tax considerations, all from one financial professional.

We believe in the value of relationships. We view every client relationship like a partnership, and truly believe that our success is a result of your success.

We are committed to providing close, personal attention to our clients. We take pride in giving you the confidence that the personal assistance you receive comes from years of advanced training, technical experience and financial acumen. Our continual investment of time and resources in professional education, state-of-the-art computer technology and extensive business relationships is indicative of our commitment to excellence.

Please review Important Disclosure Information set forth in the last section of this web site.