Demonstration website — Harborview CPA Group is a fictional firm. This site showcases the WeOwnLLM embedded AI chat assistant. No real services are offered here.
Harborview & Co. CPA Group

Clear answers on taxes, accounting, and your business — any time of day.

Harborview & Co. serves individuals and small businesses with tax preparation, bookkeeping, and advisory services. Our AI assistant, trained on our firm's service guide and fee schedule, answers your questions instantly — right here on this page.

Ask our AI assistant ↓ Look for the chat bubble in the corner of your screen.

Services

Full-service accounting for individuals, families, and businesses with up to 50 employees.

Individual Tax Preparation

Federal and state returns, itemized deductions, equity compensation, rental property, and multi-state filings.

Business Tax & Entity Filings

S-corp, C-corp, partnership, and sole-proprietor returns. Quarterly estimated tax planning included.

Bookkeeping & Payroll

Monthly close, reconciliations, financial statements, and payroll administration for small teams.

Advisory & Planning

Entity selection, retirement and equity planning, cash-flow forecasting, and IRS notice resolution.

Transparent pricing

Flat fees for standard engagements. Our AI assistant can quote any service below — just ask.

Individual return (Form 1040)

Standard federal + one state.

from $350

S-corp / Partnership return

Form 1120-S or 1065 with K-1s.

from $1,200

Monthly bookkeeping

Up to 3 accounts, monthly statements.

from $450/mo

Advisory retainer

Quarterly planning sessions + on-call CPA.

from $600/qtr

Meet our AI assistant

The chat bubble in the corner of this page is powered by WeOwnLLM — a private AI trained on our firm's own service guide, fee schedule, and FAQ. It answers questions about our services, pricing, deadlines, and what to bring to your appointment.

Try asking it:

“How much does an S-corp return cost?”  ·  “What documents do I need for my 1040?”  ·  “When are quarterly estimated taxes due?”

Please read before chatting This assistant is for general information about our (fictional) firm only. Do not enter Social Security numbers, account numbers, passwords, financial details, or any other private or confidential information. Conversations are not a substitute for professional advice, do not create a client relationship, and this entire site is a demonstration. The assistant runs on WeOwn's private, self-hosted infrastructure — your questions are not sent to third-party AI providers, and the assistant has no tools, no access to systems, and can only answer from its published knowledge base.

Contact

Harborview & Co. CPA Group (fictional) · 100 Waterfront Plaza, Suite 400 · Harborview, USA
This is a demonstration site — for a real conversation about embedding a private AI assistant on your website, contact WeOwn.