Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
The Key Productivity Metrics to Assess Time and Cost in Tax Firms
Tax firms are facing increasing pressure to improve efficiency while maintaining service quality. What separates tax firms that achieve this from those that don't, however, isn't technical expertise—it's understanding where time goes and what it actually costs.
Change Management for Tax Firms
It's fair to say that tax firms are facing more demands now than ever. With clients expecting deeper insights, quicker responses, and greater value, the profession has moved far beyond simple compliance work into a more strategic advisory role.
How to Attract and Retain Top Tax Talent
From increased regulatory demands to heightened client expectations, the tax advisory industry is facing any number of challenges. Perhaps the most pervasive, however, is the ongoing talent shortage.
Tax Firm Succession Planning
Tax advisory firms are facing a stark demographic reality—many firm owners are approaching retirement without succession plans in place. More than just a personal oversight, it's a structural vulnerability that threatens client relationships, staff stability, and decades of accumulated business value.
Strategic Partnerships and Alliances for Accounting Firms
In a market defined by increasing client demands, accounting firms need to move beyond traditional services, delivering comprehensive financial guidance as opposed to isolated accounting advice.
6 Change Management Processes to Maximize Team Value
Change management is crucial for tax firms facing industry shifts like technology adoption, service expansion, or mergers. As important as these changes may be, success lies not just in the change itself, but in the systematic approach to its implementation.
7 Strategies to Future-Proof Your Tax Firm in 2026
Standing still isn't an option for many companies, however, the technological advances, shifting client expectations, and increasingly complex regulatory environment in the tax industry mean that firms in the sector have to continually evolve.
Digital Transformation for Tax Firms: A 2026 Guide
The idea of digitally transforming a tax business may have been on the table for a while now, but with the tax technology market expected to reach 40 billion dollars by 2032, it's an idea that's gaining momentum, to say the least. What may have been a competitive differentiator at one point will soon be a prerequisite to maintaining market position.
What Businesses Need to Know About Working Papers
Regulatory compliance is often viewed as a necessary burden within the tax industry (as in most other industries). However, working papers are an element of the compliance equation that can be a major strategic advantage when viewed from the right perspective.
How to Ease the Tax Busy Season in 2026
With tax law changes, continued staffing shortages, and changing client expectations, 2026 is likely to bring the same cocktail of stress during the busy seasons as always. But does it really need to be that way?
Too Small to Offer Advisory Services? Think Again.
It's a fairly common assumption in the tax industry that advisory services are only offered by large firms with expansive teams and sophisticated infrastructure. This assumption, however, ignores a key advantage that small tax firms have: in-depth knowledge of their clients' businesses and direct relationships with decision-makers.
5 Major Benefits of Customer Feedback for Your Tech Stack
Tax advisors often find themselves trapped using technology that may have worked five years ago but now just creates daily friction. From outdated portals to poor quality automation, misaligned software prevents your team from realizing its full potential.
6 Tips for Running an Accounting Practice Without Burning Out
Accounting professionals are facing unprecedented burnout rates, with studies showing that 90% experience symptoms, threatening both practice sustainability and personal well-being. Despite these statistics, many practitioners continue to view stress as an inevitable part of the profession.
How to Reduce AI Errors in CPA Firms
Along with the undeniable efficiencies that AI can bring to CPA firms are the equally undeniable errors that come with it. More than operational irritations, AI errors can compromise client data security, corrupt tax filings, and undermine financial guidance.
Tax Advisor Weekly — December 19, 2025
With just days left in the year, tax policy is shifting from debate to implementation. Federal agencies are rolling out guidance tied to the One Big Beautiful Bill Act, lawmakers are openly rethinking how health coverage subsidies should work in 2026, and the real-world consequences of tariff policy are becoming increasingly visible—not just in the U.S., but globally.
How to Implement New Technology in Your Firm, Step by Step
There's little question that digital technology offers tax firms major advantages, from efficient workflows to improved client relationships. So much so, in fact, that technology is now a fundamental requirement for any tax firm that takes growth and profitability seriously.
Tax Advisor Weekly — December 12, 2025
As we move deeper into December, fiscal debates are intensifying on several fronts. President Trump has revived a dramatic idea: replacing federal individual income taxes with tariff revenue. Global tax negotiations are facing new fractures as China and several EU nations push back on U.S. carve-outs.
What Your Clients Aren’t Telling You About Cybersecurity
A recent Harness survey revealed that 46% of high-earning clients feel either neutral or skeptical about their tax advisor's ability to protect their data. Although clients may remain silent about these concerns, the fact that nearly half of them are unsure at best about their tax advisors' security measures should be a major cause for concern.
Tax Advisor Weekly — December 5, 2025
December has arrived, and with it a wave of year-end policy pressure. The White House is still scrambling to salvage a health care plan before enhanced ACA subsidies expire, trade officials are openly weighing an exit from USMCA, and lawmakers are bracing for the Supreme Court’s ruling on Trump’s signature tariffs.
Tax Advisor Weekly — November 28, 2025
Today on Black Friday, consumers are focused on discounts—but policymakers are still wrestling with some very expensive decisions. Health insurance subsidies remain in limbo, the Supreme Court is signaling unease with the administration’s tariff strategy, and the IRS has released modest inflation adjustments for 2026. Meanwhile, a major shift in crypto compliance begins next year, fundamentally changing how digital asset investors must report activity.
Tax Advisor Weekly — November 21, 2025
As winter approaches, the tax landscape is shifting sharply once again. President Trump has reversed key tariffs on food imports like coffee and bananas amid surging grocery costs—but economic tension remains, with inflation still climbing in many sectors.
Tax Advisor Weekly — November 14, 2025
With the U.S. government officially reopened after a record-breaking 43-day shutdown, tax professionals now face a post-crisis landscape filled with political volatility, delayed services, and looming policy battles. President Trump signed the stopgap funding bill late Tuesday night, restoring operations across federal agencies—but without the healthcare subsidies Democrats had demanded.
Tax Advisor Weekly — November 7, 2025
With Washington gridlocked and the courts weighing high-stakes questions, tax policy is shifting on multiple fronts. The Supreme Court has now heard arguments over the legality of Trump’s sweeping emergency tariffs, which have netted over $150 billion for the federal government this year alone.
Tax Advisor Weekly — October 31, 2025
As the dust settles from President Trump’s summer tax overhaul, policy impacts are showing up in unexpected places. Taxpayers are likely to see larger-than-expected refunds in 2026 due to IRS withholding delays. Meanwhile, new capital gains exemptions may change exit planning for business owners.
Get the newsletter
Tax and equity insights, delivered to your inbox.