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Refer a Friend Details

Through Harness’ Refer-a-friend program, you can share your unique referral code or invite friends directly via email. Log in and click “Give $250, Get $250” to access your unique referral code and invite email.

Here’s how it works:

  1. Share your referral code by logging in and clicking “Give $250, Get $250” on the left-side navigation
  2. After that, you’ll receive $250 in account credit, and we’ll send you an email confirmation, given that the person you referred signed up for Harness for the first time using your referral code and became a paying customer of an annual tax service.
  3. If you have any questions, please send an email to concierge@harnesswealth.com

Details

* There is no limit on how many people you can refer.
** This offer is limited to new clients only, and can only be redeemed for an annual tax service. 1-Hour Equity Tax Planning Sessions, Financial Planning, Wealth Management, Estate Planning, or any other services are not eligible for this promotion. This offer is not transferable and cannot be applied to new clients in the same household. Only one credit per new client.