Tom Harvey

Tom Harvey, CPA, is a principal in the firm’s tax department. With more than a decade of experience in public accounting, Tom provides tax compliance, planning and advisory services to high net worth families, individuals and closely-held businesses.

Tom has significant experience in real estate taxation, assisting clients with 1031 exchanges, rental properties and structuring real estate partnerships to align tax efficiency with long-term investment goals.

He is at the forefront of the evolving tax landscape for collegiate athletes, advising on the unique issues arising from name, image and likeness (NIL), and revenue sharing opportunities. He helps athletes and their families understand reporting obligations, select appropriate entity structures and implement strategies designed to maximize after-tax income while staying fully compliant.

Known for his strategic approach and depth of technical knowledge, Tom has a well-earned reputation for identifying opportunities to minimize tax liability while complying with the latest tax laws. One of Tom’s favorite aspects of being a CPA is serving as a trusted advisor to his clients, providing timely insight and resolving their complex financial and tax issues.