Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
Tax Advisor Q&A: Build Better Client Relationships with Life Event Planning
Only 26% of Americans have an estate plan. If you’re thinking, “But my clients are high-net-worth…many more have an estate plan.” Well, the numbers are only slightly better for high-net-worth families, with just over 50% as reported by Think Advisor.
Webinar: Short-Term Rentals & Tangible Property Rental Activity Rules
Short term rental properties continue to be an attractive investment opportunity, but the associated taxes are getting more and more complex. Given the relevance of non-rental activity, we recently hosted an educational webinar titled Short-Term Rental Planning, presented by tax attorney Sam Boehr.
Will Bressman Joins the Harness Board of Directors
FOR IMMEDIATE RELEASE
Top 5 Equity Questions to Ask Before a Startup Job Offer
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Tax Client Portals: A Guide to Selecting Software for Your Tax Practice
Selecting a tax client portal is a decision that will have a large impact on the overall practice management of your tax firm and on the client experience your practice provides. A client portal serves as a one-stop shop for client collaboration and managing client tasks. Follow this guide to help your firm find a client portal that meets your and your client's needs.
How Business Owners, Entrepreneurs, and Founders Can Manage Wealth
Looking for a wealth manager? Harness can connect you with hand-picked tax, financial, and estate experts from around the United States.
First-Time Homebuyer Guide: Tax Benefits & Financial Planning Tips
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Save 100s of Hours on Tax Client Engagement Letters [Case Study]
Free Planning Tool: Download this sample tax client engagement letter template to help onboard new clients, and add clarity to your client renewal process
Harness Ranks Highly on the 2024 Inc. 5000 Among All Tax Tech Startups
*All companies pay a fee to be considered by Inc. for the Inc. 5000 ranking. Inc. did not award a ranking specifically for tax technology startups on the 2024 Inc. 5000. This ranking is based on Harness’ own observations of the 5000 companies included in this publication. Harness was one out of four tax tech companies on the 5000 list. Revenue growth was calculated by Inc. based on the gross annual revenue for the base year (2020) and for year three (2023). Harness ranked No. 16 out of 295 financial services firms of the Inc. 5000 companies. This ranking uses the same methodology as Harness’ ranking No. 192 out of 5000 fastest-growing private companies referenced in this article.
Why and How to Switch from Hourly Fees to Retainers in Your Tax Practice
According to a recent report from Accounting Today, “Industry sources agree that once [tax] firms move into standard recurring services, such as advisory, it is important to pivot away from hourly billing.”
Tax Practice Management: 4 Tips for Buying a Tax Firm’s Book of Business
When thinking about acquiring a tax practice’s book of business, here are four tips to consider:
Tax Practice Management: A Guide to Effective Client Communication
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Beyond Tax Returns: Grow Your Tax Practice with Thorough Planning Services
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Estate Planning: 2024 Trends for Tax Professionals to Watch
In this guest post, Harness Tax Advisory Council member, Griffin Bridgers, J.D., LL.M. covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024.
Harness July 2024: Tax Portal Upgrades & Practice Guides
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Financial and Tax Planning: 10-Point Checklist for New Parents and Families
Looking for a financial or tax advisor? Harness can connect you with experienced hand-picked tax, financial, and estate professionals from around the United States.
Marketing Tips for Tax Advisors: A Practical Guide to Grow Your Practice
As the tax industry continues to evolve, more and more professionals are setting up their own tax practices. This guide is designed to help your tax practice build a marketing strategy around high-value clients, positioning your firm to meet the market’s demand for tailored tax advice. At Harness, our platform empowers tax advisors who serve business owners, employee equity holders, investors, and other individuals with complex tax strategy needs.
How to Price Your Tax Practice’s Services to Drive Revenue Growth
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Steve Cheung Joins Harness as Head of Engineering
FOR IMMEDIATE RELEASE
How Harness Helped a Solo Tax Advisor Launch and Grow Their New Firm
Mr. Maddox is a member of Harness and is not being directly compensated for sharing his opinion and experience with our firm. Due to Mr. Maddox’s relationship with Harness as a tax adviser on the platform, material conflicts of interest may arise. There is an indirect financial incentive for Mr. Maddox to promote Harness as he is a tax adviser available through the Harness platform. Mr. Maddox’s comments may not be representative of any other person’s experience with the firm. While Harness provides valuable tools and support, individual results can vary, and success requires effort and leveraging the platform’s resources effectively.
How to Find a Financial Advisor for Entrepreneurs
Looking for a financial advisor? Harness can connect you with hand-picked tax, financial, and estate experts from around the United States.
Tax Client Onboarding for Profitability and Satisfaction: A Guide
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Self-filing Your Taxes? These 5 Tax Mistakes May Be Costing You Money
Have a tax question? Harness can connect you with hand-picked tax, financial, and estate experts from around the United States.
7 Best Tax Practice Management Softwares for CPAs
Looking to modernize your CPA practice? The current tax environment has evolved far beyond calculators and paper forms. Modern accounting demands sophisticated platforms that can handle everything from automated workflows to secure client communications.
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