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Find a Top Tax Firm

Harness Wealth helps tech founders, employees, and investors find top tax firms for annual tax preparation and ongoing tax planning.

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How it works

Harness Wealth has curated the best accounting firms from across the country. We refer you to the ones with specialized experience to suit your needs and provide a modern, online evaluation process to help you in your search.

 

Learn more about our advisor marketplace here.

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  • CREATE YOUR PROFILE

    Tell us your goals, preferences, and milestones.

  • RECEIVE RECOMMENDATIONS

    We’ll guide you to the best financial and tax services and advisors based on your profile.

  • MEET WITH ADVISORS

    Have complimentary consultations over video, phone, or in person to decide which advisor(s) are the best fit.

first year fee guarantee

Happiness Guarantee

We know that the best, most effective partnerships happen when you feel comfortable and confident in your advisor’s work. Our happiness guarantee makes sure everyone finds the right firm.

We will refund 100% on first year fees if you are not satisfied with your Harness Wealth advisor or firm. Terms and conditions apply.*

FAQs

*To qualify for the advisory fee credit, the individual must formally retain a Certified Public Accountant, Trust & Estate Attorney, and/or a Financial Advisor on the Harness Wealth platform for a minimum of one calendar year. The offer can only be applied to advisory fees for firms based in the United States. The offer does not apply for Certified Public Accountant fees for tax return preparation and filing or for Trust & Estate Attorney fees for a will that was executed. Harness Wealth will provide the credit directly to the customer upon proof of fees paid. This credit is not transferable. Only one credit per household.