Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
Mythbusting TikTok Tax Advice
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Mega Backdoor Roths: A How-to Guide
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
What is an 83(i) Election and How Do You You File One?
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Checklist: 10 High-Income Tax Planning Strategies to Use Before 2025 Ends
These are the seven areas of your financial picture that you need to consider optimizing before year end, particularly after yet another tumultuous year.
Filing Business Taxes for Your LLC: Step-by-Step Guide (2025 Update)
Filing taxes for the first time as a new limited liability company (LLC) owner can feel overwhelming. Between understanding your tax obligations, gathering the required documentation, and making the right deductions, the process may seem daunting. However, with the right information, filing your LLC's small business taxes can be a manageable task.
2025 Tax Preparation Checklist: What You Need to File Taxes
What do you need to optimally complete and file your taxes? If you’re asking that question, we’ve got you covered. This article covers a comprehensive list of the most common forms, documents, and information needed to file taxes. If you need a cheat sheet, download our 1-page tax prep checklist.
Q&A: How Tax Practices & Wealth Managers Grow Client Relationships
As a tax advisor, you may decide your earning potential is better served by going solo; if that's the case, you need to focus on your client relationships, and one way to do that is through collaborations with wealth managers. We recently connected with Michael Paley, Chief Operating Officer of Klingman & Associates, for a Q&A on how tax advisors can collaborate with wealth managers to better serve clients.
Attract New Clients: Stand Out in the Harness Tax Marketplace
Have questions about the Harness Marketplace? Schedule a call with Harness today.
2025 Tax Deadline Information for Individual Filers
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Understanding Employee Equity: RSAs vs RSUs
When companies offer stock to employees as part of their compensation, it often comes in the form of either RSAs (Restricted Stock Awards) or RSUs (Restricted Stock Units). While both give you a chance to own a piece of the company, they work differently.
Secondary Stock Sales Guide for Startup Employees Selling Private Stock
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A Simple Guide: How to Report Sell-to-Cover RSUs on Taxes
If you've been granted restricted stock units (RSUs) as part of your compensation, you're probably wondering how to handle the taxes—especially if you’ve recently used, or plan to use, a sell-to-cover method to pay for taxes on those shares. We’ve got you covered with this guide to help you understand how to report sell-to-cover transactions on your tax return. And if you have questions, it can be helpful to talk to a tax professional.
5 Digital Marketing Tactics for Tax Advisors
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CRM for Tax Professionals and CPAs: Manage Your Tax Client Relationships
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.
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.”
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