Personalized Approach
We take the time to understand your goals and tailor solutions that fit your unique needs.
Schedule a consultationAbout Harbor
Built by business owners. Focused on what comes next.
Harbor brings tax, accounting, and advisory guidance together in one responsive relationship—so clients can make important decisions with greater clarity and confidence.
About Harbor
Year-round advisors for what comes next.
At Harbor Tax & Advisory, we believe accounting is about more than numbers. It's about helping people build businesses, create opportunities, protect what they've worked hard to earn, and confidently plan for the future.
As business owners ourselves, we understand the challenges, risks, and responsibilities that come with running a business. We know what it's like to make payroll, manage growth, navigate uncertainty, and make important financial decisions that affect your family, employees, and long-term goals.
That's why we founded Harbor Tax & Advisory: to provide more than tax returns and financial statements. We created a tax, accounting, and advisory practice that serves as a trusted partner, helping business owners, real estate investors, property management companies, nonprofits, and individuals navigate complex financial decisions with clarity and confidence.
Our approach combines personalized service with proactive tax, accounting, and advisory guidance throughout the year—not only when a return is due. We are committed to accurate solutions designed to support compliance while building long-term relationships founded on trust, responsiveness, and genuine care for our clients' success.
Whether you're growing a business, managing investments, serving your community through a nonprofit organization, or planning for your family's future, we're here to help guide you every step of the way.
Because at Harbor Tax & Advisory, we're not just accountants—we're your partners.
Why clients choose us
Trusted guidance. Lasting impact.
Proactive Planning
We look ahead to help you navigate challenges, seize opportunities, and stay ahead of what's next.
Expertise You Can Trust
Deep technical knowledge, industry experience, and a commitment to excellence guide everything we do.
Partner, Not Just a Provider
We build long-term relationships based on trust, communication, responsiveness, and your success.
Client perspective
Trusted support, reflected in the relationship.
“Dahlia is someone I've worked with extensively and someone I speak very highly of. She has done a tremendous amount of work for me and has always been reliable, responsive, and great to work with. She consistently gets things done and has been a huge help to me.”
Meet your team
The people behind Harbor.
Our team brings tax, accounting, operations, and advisory experience together with a shared commitment to accurate work, thoughtful guidance, and responsive client service.
Co-Founder · Business Advisory & Fractional CFO Services
Andy Le Roy, MBA
With over 15 years of experience operating businesses and advising clients, Andy brings a business-owner mindset and a commitment to helping clients make confident financial decisions.
He understands the challenges of building and managing a business—especially for real estate investors—because meaningful financial guidance requires more than technical knowledge. It requires listening, understanding, and planning ahead.
Co-Founder · Tax & Client Advisory
Dahlia Le Roy, CPA, MBA
With over 10 years of experience in tax and accounting, Dahlia helps business owners and real estate property-management companies build strong financial foundations and pursue long-term success.
She is passionate about providing proactive tax planning, accurate financial reporting, and strategic guidance that helps clients make confident decisions and grow their businesses.
Accounting Manager · Contract Professional
Tracy Nguyen
Tracy is an experienced accounting professional with over seven years of experience specializing in real estate property management and bookkeeping.
As a contract professional, she is a valued member of our team—delivering accurate, reliable, and timely financial support that helps clients stay organized and focused on growing their businesses with confidence.
A year-round relationship
Looking for a proactive financial partner?
Tell us about your goals, responsibilities, and current financial systems. We will help you identify the right place to begin.
Schedule a consultation