Harness Tax
The best tax advice combined with a modern service model
The best tax advice, combined with a modern service model
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WHY HARNESS TAX
Tech-forward process
MODERN CLIENT EXPERIENCE
You can communicate with your CPA, manage documents, and take care of billing entirely online.
SERVICE AND PRICING FLEXIBILITY
With a flexible approach to consultations on topics like equity and crypto, you can get expert help without committing to an ongoing tax planning relationship.
RELATIONSHIP TO HARNESS WEALTH
Your tax strategy is highly intertwined with your financial goals, and the broader Harness Wealth network of firms can help you get holistic advice that takes into account both your tax and financial concerns.
Our Tax Teams
Moreno Team
Moreno Team
Laura's team works with tech founders, employees, and investors to help them come up with strategic tax plans for their equity as part of their overall financial pictures. She's worked with clients on several major IPOs, SPACs, and acquisitions in 2020. As part of a recent merger, the Moreno Team works with clients of Burton & Co., CPAs.
SPECIALTIES:
- Equity planning and projections
- Cryptocurrency taxes
- VC and founder tax planning
Manteiga Team
Manteiga Team
Cari's team specializes in income tax planning for federal, state, and local tax compliance for individuals, executives, entrepreneurs, and family groups, offering customized solutions and high-touch, proactive service.
SPECIALTIES:
- Entrepreneurs and small business owners
- Individuals in the financial services and legal industries
- U.S. citizens living abroad
Recommended reading
Graduating from TurboTax: Do You Need a Tax Advisor (CPA)?
Online tax tools make it easy for the average person to file their annual tax returns, but there are many scenarios where more sophisticated tax strategies can save a significant amount of money, making the ROI on personal tax advising very worthwhile for high earners with complex financial situations and those with sudden windfalls.
READ MORETax Planning for Startup Founders and Employees
While it may seem premature to plan for reducing taxes as you're just getting off the ground, there are a few key tax-related decisions that are worth taking right from the beginning for many startups and their founders, given the high growth potential.
READ MORECross-state Residency Tax Considerations in 2020: The Impact of COVID-19 Work From Home
COVID-19 created many unexpected adjustments to working and moving this year. Could these changes result in additional state tax exposure and withholding obligations for individual taxpayers and business owners?
READ MORECryptocurrency Tax and Accounting (CPA) Services
Harness Wealth CPAs represent clients that invest long-term, actively trade, as well as Mine as a Business (MaaB). We're here to help guide you through the taxes of one of the most exciting and increasingly popular technology and investment opportunities.
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