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For Individuals and Families
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For Individuals and Families
For Financial Professionals
Testimonials
Referred to Mark in the early 2000's, we have used Mark & The Harvest Plan for everything from Eliminating our Debt, Real Estate Purchasing & Mortgages... and he is The Real Deal. He has saved us tens of thousands, delivers on his promises and has proven over and over again that he and his outside-the-box system, insider-knowledge, tips, tricks & secrets have ``saved us many more thousands on multiple occasions.`` His knowledge, experience & the way he has packaged his financial consulting and advisory system just can't be rivaled. All at an amazing cost - a fraction of the time and dollars we'd pay anyone else, but yet Mark delivers always delivers a superior end-result. We are forever believers...Dean and Andrea
Mission Viejo, CA
I've been going to Mark to get my taxes prepared for several years and cannot speak highly enough about his level of knowledge and professionalism! He is by far one of the nicest guys on the planet- extremely thorough, an expert in his field and I wouldn't consider trusting anyone else with my tax returns or financial planning!Lori M.
People don't care how much you know, until they know how much you care. That's what Mark is all about. I have been his client for a few years now and it's not always about ``how much am I getting back ``. Mark could have been a teacher. He takes the time to explain all the details and on top of that he is extremely knowledgeable about personal financial planning. I highly recommend Mark!!!Sam M.
Huntington Beach, CA
The Harvest Plan for the past 3 years now and would highly recommend this service. For a guy like me taxes and financial planning has a language that I just don't understand, so it's awesome to have a guy like mark who always takes the time to help me understand what my options are and how to effectively utilize the resources which are available to me.Jarrett L.
Oceanside, CA
This is my 3rd year with Mark for tax preparation. Mark is very knowledgeable and uses state-of-the-art tax prep software, which I consider a huge benefit. This year, we performed my entire tax preparation and filings online, which was extremely convenient. I love his embrace and use of technology. He continually improves his processes and systems each and every year. I would definitely recommend Mark for your tax and financial needs.Fielding P.
Brea, CA
Extremely professional and helpful! I have worked with Mark for several years with respect to my tax filings, and recently had him assist with my financial advisory! Mark is not only savvy, he is genuinely cares about his clients. He easily breaks down strategies, opportunities, and risks into terms anyone can understand and guides you down the correct path to roadmap the perfect financial plan. I recommend him with heights regardsBrandon M.
Los Angeles, CA
Mark & the Harvest Plan team have been an incredible help with my personal/family financial planning and taxes. He has become a significant trusted advisor and friend. I look forward to working with Mark for many years to come!Carly G