








What you get with Harness Tax
A modern tax experience
Communicate with your tax advisor, manage documents, and take care of billing all online.
Flexible services
Choose from one-off or ongoing services to get the best tax plan in place for your evolving needs.
Full network of advisors
Find supplementary tax, financial, and estate services with Harness’ advisor marketplace.
Meet our advisory teams

Greenfield Team
- Equity compensation
- Generational wealth
- Small – midsize businesses

Boehr Team
- Equity Compensation
- Residential Rental Real Estate
- Virtual Currency

Hipshman Team
- Entrepreneurs
- Small business owners
- Real Estate

Manteiga Team
- Entrepreneurs, small business owners
- Individuals in Financial Services
- Individuals in Legal

LexTax Team
- Equity compensation planning
- Milestone planning
- Retirement distribution planning

Press Team
- Stock option analysis
- Liquidity needs / transaction advisory
- Founder, employee tax planning

Redwood Team
- Equity Stock Option decisions
- Expat taxation
- Cryptocurrency taxes

Spritzer Kaufman Team
- Real estate
- Private equity
- Venture capital
- Small business

Cerner Team
- Small Business Taxation
- Equity Compensation
- Deferred Comp, Defined Benefit Plans

Well Team
- Small business owners
- Entrepreneurs
- Small business accounting
Transparent, flexible Tax Services
Harness Tax offers a full range of tax services, designed around founders’, early employees’, and investors’ needs. Create an account with Harness Wealth to get started with Harness Tax.
1:1 Equity Tax Planning Session
Talk 1-on-1 with a tax advisor to create a balanced strategy for exercising and selling your startup equity.
Starts at $250/hour
Talk 1-on-1 with a tax advisor to create a balanced strategy for exercising and selling your startup equity.
Starts at $250/hour
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Perfect for: early employees, founders, IPOs
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exercise/sell tax projections for ipo
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Multi-year budgeting strategy

Not sure what service is best for you?
Get started with Harness Tax today
Create a Harness Wealth account to get started with Harness Tax today.
