Schedule a consultationTax · Accounting · Advisory
Tax Strategy. Accounting. Advisory. Built Around Your Business.
Proactive tax, accounting, and financial guidance for short-term rental and property-management companies, real estate investors, physicians and medical practices, and business owners.
We help you understand your numbers, identify lawful opportunities to manage tax exposure, strengthen profitability insights, and make better-informed financial decisions throughout the year.
Serving clients nationwideYear-round planningOne connected financial picture
Our signature specialization
Accounting built for short-term rental and property-management companies.
Property-management accounting gets complicated quickly when you are managing multiple properties, owners, booking platforms, payment processors, fees, taxes, and owner funds. Harbor understands the financial workflows behind growing STR and property-management businesses.
- Trust accounts, owner funds, security deposits, and owner statements
- Airbnb/VRBO income, management fees, commissions, and sales or lodging taxes
- Monthly reconciliations, property-level P&Ls, cash flow, and profitability
- 1099s, tax planning, business returns, forecasting, and year-end preparation
Client perspectives
Trusted beyond tax season.
Clients value responsive communication, careful execution, and guidance that connects today's accounting work to tomorrow's decisions.
Dahlia is someone I’ve worked with extensively and someone I speak very highly of. She has done a tremendous amount of work for me and has always been reliable, responsive, and great to work with. She consistently gets things done and has been a huge help to me.
Dahlia Le Roy is very responsive and efficient—not just at tax time, but throughout the year. The secure document-sharing platform and electronic process are intuitive and user-friendly. I highly recommend this company, and Dahlia in particular.
Dahlia has been outstanding to work with. Her professionalism, knowledge, and attention to detail lead to a great experience every year.
Dahlia is an outstanding professional with strong communication skills and remarkable attention to detail. We are very pleased with her services.
I’ve worked with Dahlia and her team for more than five years, and they have become much more than our tax and accounting team. As my business has grown, Dahlia has helped me understand my finances, manage cash flow, create budgets and projections, and plan when to hire. I value having someone who understands my business and helps me make better decisions throughout the year—not just at tax time.
Dahlia and her team are amazing. They handle our bookkeeping, payroll, and taxes with great attention to detail. Dahlia looks at the whole picture of my business and personal finances and has helped me make better decisions, grow my business, and expand my rental-property portfolio with proactive tax strategies.
Who we serve
Specialized accounting and tax expertise for growing businesses.
Your business is not just a tax return. We combine accounting, proactive tax strategy, and business advisory to help you build a stronger financial foundation.
Primary specialization
Short-Term Rental & Property Management Companies
Specialized accounting for owner funds, property-level reporting, PMS reconciliations, management fees, lodging taxes, proactive tax planning, and growing financial systems.
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Real Estate Investors
Tax strategy and accounting designed around rental activity, entity structure, depreciation, cash flow, and long-term plans.
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Physicians & Medical Practices
Tax planning, accounting, and advisory for clearer visibility into profitability, cash flow, compensation, and tax strategy.
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Business Owners
Year-round tax, accounting, and advisory support that turns financial information into better business decisions.
Explore →What we do
More than tax preparation.
Harbor brings the recurring work and forward-looking conversations together, so your financial information is useful throughout the year.
Explore What We DoProactive Tax Strategy & Preparation
Year-round planning for lawful opportunities to manage tax exposure, structure decisions effectively, and prepare accurate business and individual returns.
Explore this service →Accounting & Bookkeeping
Reliable books, reconciliations, financial reporting, and month-end accounting designed to provide a clear picture of the business.
Explore this service →Business Advisory
Financial insight to evaluate profitability, manage cash flow, plan investments, and make informed operating decisions.
Explore this service →Fractional CFO Services
Budgeting, forecasting, KPI analysis, cash-flow planning, and strategic financial support as complexity grows.
Explore this service →Payroll & Compliance
Practical support for payroll, reporting, 1099s, and other ongoing business compliance requirements.
Explore this service →Why Harbor
A year-round financial partner.
Good financial decisions do not happen only at tax time. Harbor brings accounting, tax strategy, and advisory together so you can see the whole financial picture—not three disconnected services.
Proactive by design
We look ahead so planning happens before deadlines and major decisions.
One connected picture
Tax, books, compliance, and strategy work together instead of in silos.
Decisions in context
We help you understand the financial and tax implications of growth, hiring, investment, and other important choices before you act.
Meet the founders
Technical expertise with an owner's perspective.
Co-Founder · Business Advisory & Fractional CFO Services
Andy Le Roy, MBA
Co-Founder · Tax & Client Advisory
Dahlia Le Roy, CPA, MBA
Schedule a consultation
Build your business with better financial clarity.
Looking for a tax and accounting partner who understands both your numbers and your business? Tell us what is changing, what feels unclear, and where you want to go. We will follow up to explore the fit and recommend the right next step.
TaxAccountingAdvisoryFractional CFONationwide service