About Harbor Lane Tax & Accounting
Who you’ll work with
- Photo to come Portrait of the partner at the office, plain background, natural expression.
Dana Whitfield
Founding partner
CPA
Focuses on small-business tax and planning.
- Photo to come Portrait matching the partner’s framing and light.
Marcus Ortega
Tax manager
Enrolled Agent
Handles individual returns and IRS correspondence.
- Photo to come Portrait matching the others.
Priya Anand
Bookkeeping lead
Runs monthly bookkeeping and payroll for business clients.
- In business since 2011
How it works
Consultation
A free 20-minute call. We tell you whether we’re the right fit.
Engagement letter
A written scope and fixed fee, signed before work begins.
Secure document upload
Encrypted client portal. Please don’t email tax documents.
Review and file
We walk you through the return before filing.