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    Harbour Pointe Wealth Management

    1.0 (3 reviews)

    Services - Harbour Pointe Wealth Management

    Current year tax preparation and filing

    Investment management

    Past year(s) tax preparation and filing

    2 More Services

    Audit and conflict resolution support

    Tax planning

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    Recommended Reviews - Harbour Pointe Wealth Management

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    Harper Advisory Group - Yu Duan, Enrolled  Agent

    Harper Advisory Group

    (4 reviews)

    I met Liz over 20 years ago through a mutual friend and the thing that struck me right away about…read moreher is that she cares about each and every one of her clients. She took time to get to know my situation and has always been on the lookout for ways I can save $$. She really knows her stuff and to this day, I look forward to my annual visit to her office. And I HATE number crunching in general, so this is like you looking forward to your next visit to the dentist... Even at tax crunch time, Liz and her staff are responsive and I can tell you that, you won't get that anywhere else. Now let me talk about price. Is she "cheap"? Nope. Is she crazy expensive? Nope. You know that sweet spot where you pay a fair price, but still get great service, and you walk away wanting to go tell a few friends about them? That is Liz and Harper Advisory Group.

    I found Harper Advisory Group a couple of years ago. I was having issues with some old taxes and…read moredid a search in Howard County for someone that could help me. I looked at several websites and then finally stumbled on Liz's. I reviewed her website and read through everything and was really impressed with what I saw. What stood out to me the most is the information on her homepage. Here is one thing... "I am not your fathers tax accountant. This is not a cold business of just numbers and law. I've spent a lifetime building relationships and working for the finest people I know, our clients." When I read that I knew that this person had a heart and compassion and would be able to help me. As I mentioned that was several years ago and I've gone to her every year since. Liz is kind, she is helpful, and she digs in and gets to know you so she can do the best job for you. But most importantly she's uber smart about tax law and she rolls up her sleeves and gets to work. I highly recommend her... And have to many people!

    H&R Block - Conveniently located off Dobbin Road opposite the Ale House in Columbia!

    H&R Block

    (18 reviews)

    Please, please, please never use this place. The reviews are all true. I thought: "How bad you they…read morebe?" And the answer was, exactly that. My tax pro was supposed to be specialized in the area that I needed help in. But he made an error on my tax return. My dad told him that the information he was giving didn't sound right, but the man was sure. An hour later, we checked and the tax pro gave me faulty information. And I had to go back to them and get the documents fixed. It has taken over a week and dooooozens of calls to get it fixed and I'm still not done. Such a headache. Additionally, warning: if you have a documents drawn up with a phone appointment (as I had to do after the first guy made an error on my documents), then they will not let you see these documents on the online portal until you PAY and SIGN. Which seems really shifty. They will not upload the documents section for you to view in the portal and you can ONLY see them by signing FIRST and paying. Soooo sketch! I was told that if I wanted to verify these documents (drawn up over the phone) for errors before signing, I could make an appointment with the office and view them there on their screen. -_- Also, there is no IT support on their website if you need help. And if you want to call the store, no one ever answers. You get brought to a call center, wait forever, and get scheduled to speak to someone at the store. Omg So annoying! Edit: I just looked it up, and what's they're doing by not letting you see the tax return until after you pay and sign when you do you do your tax return over the phone IS illegal. Please report them to IRS if this has happened to you, too!!! https://www.irs.gov/pub/irs-pdf/f14157.pdf

    Please, I beg you do not use this place. You will have so many issues with your tax preparation…read morewhatever the Asian lady's name is that does your taxes will look confused and mess everything up and then try to blame it on you then when they give you a refund It'll take months to get if you ever get it at all

    Harbour Pointe Wealth Management - investing - Updated May 2026

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