Insights on tax, equity, and building wealth
Guides and analysis from the Harness team and the advisors on the platform.
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?
How to Use ChatGPT in Your CPA Firm in 2026
Early versions of ChatGPT served primarily as text generators, often struggling with tax calculations and lacking the ability to "see" documents or interact with live data. Today’s models, however, are vastly improved, able to do everything from processing spreadsheets to scanning handwritten receipts. Importantly, they now offer SOC 2-compliance and data encryption, with guarantees that your firm data won't be used to train the public model.
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.
The Short-Term Rental Tax Loophole: A Gateway Strategy
Harness Wealth CPAs represent clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine. We're here to help guide you through the taxes of one of the most exciting and increasingly popular technology and investment opportunities.
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.
Self-Directed Roth IRA: Tax-Free Growth on Crypto & Real Estate
Harness Wealth CPAs represent clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine. We're here to help guide you through the taxes of one of the most exciting and increasingly popular technology and investment opportunities.
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.
Augusta Rule Explained: How to Rent Your Home to Your Business Tax-Free
Harness Wealth CPAs represent clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine. We're here to help guide you through the taxes of one of the most exciting and increasingly popular technology and investment opportunities.
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.
How Buying Car Washes and Gas Stations Can Create Massive Tax Deductions
Harness Wealth CPAs represent clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine. We're here to help guide you through the taxes of one of the most exciting and increasingly popular technology and investment opportunities.
How to Avoid State Income Tax with a Non-Grantor Trust
Harness Wealth CPAs represent clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine. We're here to help guide you through the taxes of one of the most exciting and increasingly popular technology and investment opportunities.
Charitable Giving — DAFs, Private Foundations, CRTs/CLTs
Harness Wealth CPAs represent clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine. We're here to help guide you through the taxes of one of the most exciting and increasingly popular technology and investment opportunities.
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.
How Do I Find a Tax Professional To Do My Personal Taxes?
Filing your taxes can feel straightforward when your finances are simple. But once equity compensation, multiple income streams, investment gains, or a major life change enters the picture, the process becomes more complicated—and the stakes get higher. Choosing the right tax professional can help you reduce errors and feel confident that everything was done correctly.
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.
SECURE 2.0 Retirement Account Changes 2025: 401k & IRA Updates Explained
SECURE 2.0 is reshaping retirement planning, with the most significant provisions taking effect in 2025. If you're wondering how these changes will impact your retirement strategy and what opportunities you should prepare for, read on.
How to Calculate Underpayment of Estimated Taxes
Estimated tax payments are quarterly installments required for income not subject to withholding. Self-employed individuals, investors, and those with substantial supplemental income need to proactively calculate and pay their tax obligations throughout the year, unlike employees whose taxes are automatically withheld.
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