Get Started

Tax and financial advice on your equity and business decisions

Vetted tax, financial, and estate advisors experienced in company equity and crypto.

tax and financial advisors
Our clients work at

Bring your finances to life

We consider your full portfolio, including your stock options, and life milestones to help you find the right tax and financial advice exactly when you need it.

tax advice for a company acquisition and buying a home

Advisors who get your equity and your business.

No more generic advice. Find tax and financial advisors with experience working with acquisitions and IPOs, stock options, RSUs, and QSBS. Personally vetted by Harness.

Our advisor evaluation process

tax planning for founding a company

Need help? Our concierge team is here for you.

You are in great hands with your expert Concierge team:

  • Real humans to help you navigate your advisory questions
  • Intros to your favorite advisors
  • Seamless experience: Your concierge & advisor teams have access to your profile & history for truly personalized advice
Equity tax advisor video call
Equity tools

Get help with exercise strategies, tax projections, and AMT

Advisor marketplace

Tax and financial advisors tailored to you.

Equity tax advisor
Beta: sale scenarios

Project taxes from exercising or selling stock options

Beta: balance sheet

See equity as part of your overall financial picture

graph of personal balance sheet including IPO sale of stock options
as featured in
Get the best stories from our blog in your inbox.
Sign up for our email newsletter.