Can’t wait to meet with you! Choose your meeting below.

Annual Tax Appointment: Follow the 2 Steps Below:

    1. Submit ALL your docs to us 4 Business Days Prior to Date of Meeting:
      1. Mail to: Mark Harvey, 4000 Barranca Pkwy, suite 250, Irvine, CA 92604),
      2. Email to:,
      3. Fax to: 949-203-2100 …OR
      4. Request a secure upload link by emailing to:
    2. Click Here – Choose date at least 3 business days past the date docs have been received by Harvest
  • Financial Planning Consultation for THP GOLD MEMBERS
  • Financial Planning Consultation for NON-THP MEMBERS

Looking forward to meeting with you!  All meetings are done through screen-share unless otherwise requested.  Feel free to come by our offices, at 4000 Barranca Pkwy, suite 250, Irvine, CA 92604.

However, please us know in advance if you are coming in person!   🙂


Mark Harvey – President, The Harvest Plan.