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Tax Preparation & Filing

Skip the stress. Prepare your taxes with an expert.

Tax time isn’t always a fun time. Let an advisor from Harness Tax help compile and file tax forms for your household, all while maximizing your returns. This annual service starts at $750.

This service is perfect for...

Anyone looking for help preparing and filing taxes

It’s no secret that the U.S. tax code is complex and constantly changing. Working with an advisor with expertise in your financial situation will save you time and stress. And you’ll know your taxes have been done competently, accurately, and on-time. That’s why Tax Preparation is our most popular service.

Anyone with income generated from startup equity or crypto in the past year

Owning startup equity or crypto assets can quickly add complexity to your taxes. Exercising or selling can lead to additional income and new tax liabilities. Working with a tax advisor with specific crypto or equity experience will ensure your questions are answered and your tax return takes advantage of relevant deductions from recent years.

Small business owners

If you’re a small business owner, working with a small-business-focused Tax Advisor ensures that you’ll receive professional help navigating tax law. You’ll save time, avoid penalties, and take advantage of every deduction that you qualify for year after year.

Pricing & Details

  • Pricing

    Starts at a flat fee of $750

  • Frequency

    Annual

  • What you get
    • Tax preparation, including crypto, startup equity, and W2 income
    • Help compiling and uploading your docs
    • Tax filing

Your questions, answered

How is Tax Preparation different from Tax Planning?

Tax preparation and filing service specifically helps you prepare and submit your tax return to the IRS upon the tax filing deadline or extension.

Tax planning involves considering past years’ taxes, planning for future taxable events, and working with a tax professional to make sure you use the tax code to your greatest advantage.

How much will I pay?

Tax Preparation and filing services range between $750-$5,000. This fee is individually set by each firm and is based on both the client’s tax complexity and the advisor’s level of specialization and experience. Using Harness Wealth, you can receive a personalized list of tax advisory firms that are tailored to your specific profile, goals, and preferences. Learn more about our Advisor Marketplace here.

Is quarterly tax planning and estimates included in Tax Prep?

Tax preparation & filing is specific to annual taxes. Those requiring quarterly planning and estimates on top of annual tax prep and filing can take advantage of additional tax planning with their same tax advisor, which is charged on an hourly basis.

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