Boston area · serving clients nationwideM–F 8am–5pm · 781-435-2000
Harper Financial Associates, LLC

It’s not what you make.
It’s what you keep.

Careful selection of strategic business partners enables us to offer innovative strategies to our clients. Business owners can improve cash flow, reduce taxes, and increase enterprise value.

37+years of combined experience among the founding partners
400+advanced tax planning strategies used by our Redwood partners
$0upfront fee for business expense remediation
Our Approach

Financial services you can trust

At Harper Financial Associates, LLC, we focus on the client’s individual needs and concerns. An extensive discovery process enables us to offer customized solutions to our clients’ financial challenges.

Advanced tax planning strategies result in a fifty per cent reduction in taxes nearly one hundred percent of the time.

For Business Owners

Programs for businesses

Our business clients improve cash flow and increase enterprise value with a diversified portfolio of business services.

Contact Us
  • Specialized Tax Incentives

    There are numerous tax incentives for businesses that are under utilized to control tax liability. Our proprietary system searches Federal, State, and local databases to identify areas where tax credits are available. We do not do what your CPA does — we work in a highly specialized area of the tax codes, in cooperation with your CPA.

  • Business Expense Remediation

    We arrange audits of everything from waste and recycling charges to commercial property tax to identify overcharges. We charge no upfront fee for this service and share in any savings on a go-forward basis.

For Individuals

Advanced tax planning

By partnering with Redwood Tax Specialists, we connect high net-worth business owners to an exceptional back-office team to reduce taxes. The Redwood team uses over 400 advanced tax planning strategies to realize significant savings.

When your tax team includes only a CPA or a single financial planner, you miss out on many potential deductions. No matter how remarkable one tax prep professional is, they can’t compare to a full team of expert strategists. Each person on the Redwood team brings a unique perspective from a different part of the financial or legal industries, combined to find every possible deduction for our clients.

One tax pro sees one angle. A full team sees every deduction.
About Us

Experienced, thoughtful advisors

The founding partners of Harper Financial Associates, LLC have over 37 years of combined experience in the financial services industry. A client-first approach is our number one priority when seeking solutions for our clients.

For over twenty years, we have worked with hundreds of companies and individuals to design strategies to accomplish a variety of financial goals. Our service offering is diversified in assisting an array of clients with different needs. Combining expertise and strategic partnerships has been vital to our clients in achieving various financial objectives.

Our offices are located in the Boston area and, with the help of today’s technology, we deliver value nationwide.

Ready to start taking control?

Contact an expert to review your business or individual financial needs today.

781-435-2000

[email protected]

Monday–Friday, 8am–5pm · Boston area, serving clients nationwide

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