Jake Harvard, CPA - Client Manager

Jake is a Certified Public Accountant who primarily works with small business owners and high net worth individuals in achieving their financial goals through tax and advisory services. He enjoys taking the financial burden off clients to allow them to focus on their business and their careers. Jake recently helped a client save several thousands in tax dollars through a tax planning engagement. It gives him joy seeing his clients keep more of their hard-earned dollars.

Before joining the Harvard and Associates team, Jake earned his bachelor’s and master’s degree at the University of Georgia and worked for Ernst & Young, a large international accounting and consulting firm. Jake is married to the love of this life, Sydney. Jake also gets the joy of working with his uncle, John Harvard, on a daily basis. When Jake is not at work, you’ll find him on the golf course or spending time with friends and family.