Advisory services that expand what's possible
Harness powers exceptional tax and accounting advisors with automation & intelligence to deliver insightful client experiences.
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Mark · AdvisorTax · Accounting · Advisory: Collaboration seamlessly integrated
Harness uses technology to advance the capabilities of exceptional CPAs in order to deliver an integrated offering across all of a client's needs.
01
Platform
One platform that pulls together all of your tax & accounting engagements into one seamless experience.
02
Data
Integration of all your data across services to drive more insight and ease of access.
03
Tools
An advisory first approach that uses the platform & data to create better financial outcomes.
04
Advisor
Expert led services, complemented by a concierge team that provides white glove support.
Tax & accounting services for those whose complexity creates opportunity
Equity owners
Don't let options and RSUs vanish to taxes — exercises and vesting, planned ahead.
Business owners
Your business taxes and your life as the owner, planned together.
Real estate investors
Depreciation unlocked, capital deployed more strategically.
Solopreneurs
Every deduction captured. No April surprises.
Medical professionals
Make the most of your peak-earning years.
E-commerce businesses
Nexus, sales tax, and international income — without slowing growth.
High-net-worth families
Preserve wealth across entities and generations.
Retirees
Withdrawals sequenced so savings last longer.
National scale, a boutique approach
"Extremely knowledgeable and already saved me a TON of money."
2026 Google Review
"My wife and I were referred to Harness by Vanguard. What a helpful suggestion! Harness provided what we could not find locally: a true tax advisor who analyzed our questions and provided an actionable plan we could follow. And this plan factored in several considerations so it was more complex than we could handle ourselves. We are in much better place now that we have Harness as a tax advisor. Highly recommended!"
2026 Google Review
"My tax advisor at Harness went above and beyond with a complex tax situation even in the middle of the April tax deadline season. Highly recommend!"
2026 Google Review
Built for Clients and Advisors who Want More Valuable Relationships
For business owners & individuals
Find an advisor who gets your situation. Tell us what's going on — equity comp, a business, multiple entities, a trust — and we'll match you with a vetted advisor and the platform working behind them.
For advisors & firms
Join the platform. Grow on your terms. Bring your practice onto Harness as a platform partner — or explore a deeper capital partnership. Either way, you keep your brand, your team, and your clients.
Your data is encrypted in transit and at rest.
MFA on every advisor and client account.
Personal details are stripped before anything reaches a model — and your data is never used for training.
Confidently achieve your goals.
Modern tax advice, without giving up the person who delivers it.
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