About David Harmon
We are a passionate and innovative team dedicated to intentional tax planning and solving tax problems. With a solid commitment to excellence, we strive to provide peace of mind for our clients as they navigate their tax issues. Our journey began with a vision to help people and businesses have clarity about their numbers, and since then, we have grown into a thriving tax and accounting company. Our team of experts brings a wealth of experience and expertise to every project we undertake, ensuring that we deliver top-notch tax resolution to our valued clients. At SoCo Tax and Cloud Accounting, we believe in fostering strong relationships, driving positive change, and constantly pushing the boundaries of what's possible. We're excited to embark on this journey with you and look forward to creating success stories together.
Tax Agencies Serviced
Federal Tax Agencies
- Internal Revenue Service
State Tax Agencies
- California Employment Development Department (CA EDD)
- California Franchise Tax Board (CA FTB)
- Florida Department of Revenue
Reviews
Problem Experience
- Unpaid Taxes
- Past Due Tax Return
- Wage Garnishment
- Unfiled Returns - No Balance
- Tax Lien
- Tax Penalties
- Bank Levy
- Tax Audit or Examination
- Notice of Determination
- Trust Fund Recovery Penalty
- Notice of Deficiency
- FBAR & FATCA
- Other Levies
- Passport Issues
- Spousal Tax Issue
- Foreign Informational Penalties
- Tax Refund
- Tax Return Mistake
- Unpaid Taxes
- Unfiled Tax Returns
- License Issue
- Bank Levy
- Tax Lien
- Tax Penalties
- Other Levies
- Tax Audit or Examination
- Unpaid Taxes
- Unfiled Tax Returns
- Wage Garnishment
- Tax Lien
- Tax Penalties
- Other Levies
- Bank Levy
- Tax Audit or Examination
- Franchise Tax Issues
- Unpaid Taxes
- Unfiled Tax Returns
- Tax Penalties
- Unfiled Payroll Taxes
- Sales Tax
- Tax Audit or Examination
- Re-Employment Tax Issues
Solution Experience
- Payment Plans
- Individual Tax Preparation
- Offer In Compromise
- Currently Not Collectible
- Partial Payment Installment Agreement
- Levy Release or Reduction
- Penalty Abatement
- Amend Tax Returns
- Innocent Spouse Relief
- Injured Spouse Relief
- Lien Withdrawal
- Business Tax Preparation
- Trust Tax Preparation
- Gift and GSTT Tax Preparation
- Estate Tax Preparation
- Lien Discharge
- Audit Reconsideration
- Lien Subordination
- Bankruptcy
- Audit Representation
- Estate (Fiduciary) Tax Preparation
- IRS Transcript Analysis
Tax Types Serviced
Corporate Tax
Income Tax
Employment/Payroll Tax
State Sales & Use Tax
Estate Tax (Form 706)
Estate & Trust Income Tax (Form 1041)
Taxpayer Types Serviced
Individuals
Sole Proprietor
Limited Liability Companies
S-Corporations
C-Corporations
Estates
Non-Profits/Charities
Partnerships/Multi-Member LLC
Professional License & Designations
Professional Licenses
State/Federal
Enrolled Agent
Federal
3/4/2015
Active
Related Work Experience
| Job Title | Company | Location | Work Duration |
|---|---|---|---|
| Principal | Winter Equity Fund LLC | Casper, Wyoming | Jan 2021 - Present |
| Managing Partner | Harmon Investments I Fund LLC | Casper, Wyoming | Jan 2018 - Present |
| Board Member | Opportuna LLC | Sheridan, Wyoming | Jan 2017 - Present |
| CEO and Founder | SoCo Tax and Cloud Accounting | Irvine, California | Jul 2015 - Present |
Education
| Educational Institution | Degree | Graduation Year |
|---|---|---|
| CSU | Master's Degree | 2012 |
Associations & Memberships
| Associations or Memberships | Position | Duration |
|---|---|---|
| OCSEA | Member | 2015 - Present |
| AICPA | Tax Section | 2014 - Present |
| National Association of Enrolled Agents | Member | 2014 - Present |
Contact Information
Address
400 Spectrum Center Drive, Suite 1900
Irvine, California 92603
Irvine, California 92603
In Office Visits
No
Pricing & Payments
Virtual Consultation
Hourly Billing
Flat Fee Pricing
Amex
Visa
Mastercard
Check
Cash
Publications
| Publication Type | Publication Name | Title | Link |
|---|---|---|---|
| Web Article | SoCo Tax Blog | Tax Savings Tips | View Publication |
Videos & Photos
Photo
Photo
Photo
Photo
Photo
Other Professionals to Consider
Loading ...