Articles

A couple reviewing documents in preparation for filing their taxes

2025 Tax Preparation Checklist: What You Need to File Taxes

Download a free tax checklist covering information and documents you’ll need to file taxes.

Michael Paley and Sami Sharif of Klingman and Associates presenting at the 2024 Harness Tax Advisor Forum in New York City

Q&A: How Tax Practices Can Work with Wealth Managers to Grow Client Relationships

We spoke 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.

Cheerful adult couple in casual clothes having meeting with tax advisor in living room at home during daytime

How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients

In this guide, we show how tax practices can position their advisors in the Harness Marketplace to successfully attract new clients.

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2025 Tax Deadline Information for Individual Filers

If you’re planning ahead for filing taxes in 2025, here are the key tax deadline dates you need to know.

young parents calculating and managing family budget while sitting at table with laptop at home

Understanding Employee Equity: RSAs vs RSUs

Learn the difference between restricted stock awards (RSAs) and restricted stock units (RSUs).

Secondary Stock Sales: A Guide for Startup Employees Looking to Sell Private Company Stock

Learn how private company secondary stock sales work and important considerations such as understanding your stock agreement and tax implications.

Man at a desk working on personal finances and taxes

A Simple Guide: How to Report Sell-to-Cover RSUs on Taxes

If you have RSUs, here’s how to report a sell-to-cover transaction on your tax return.

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5 Digital Marketing Tactics for Tax Advisors

Get 5 actionable tips to help your tax practice leverage digital marketing.

A collection of screenshots from the Harness tax advisory solutions platform

CRM for Tax Professionals and CPAs: How to Effectively Manage Tax Client Relationships

Explore the top three challenges CRM systems help solve, plus see how to avoid the top four mistakes when implementing a new CRM at your tax practice.

A couple meeting with a tax advisor in their home

Tax Advisor Q&A: How to Build Better Tax Client Relationships Through Life Event Planning

Dive into a Q&A with recommendations from a tax advisor who has 35-plus years of experience in life event tax planning.