Meet Harness Tax

We combine best-in-class tax advice with a seamless, digital platform to create a modern tax experience.
We combine best-in-class tax advice with a seamless, digital platform to create a modern tax experience.
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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.

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Our Tax Teams

Multiplier Team

Multiplier Team

The Multiplier 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. They have worked with clients on several major IPOs, SPACs, and acquisitions in 2020. As part of a recent merger, the Multiplier Team works with clients of Burton & Co., CPAs.
SPECIALTIES:
  • Equity planning and projections
  • Cryptocurrency taxes
  • VC and founder tax planning

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Manteiga Team

Manteiga Team

The Manteiga 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

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LexTax Team

LexTax Team

The LexTax team provides individuals and families with tax compliance and planning services. Their focus is on helping clients navigate the complex tax issues of their executive compensation packages, along with planning for future life events, like the costs of college tuition or retirement planning.
SPECIALTIES:
  • Equity compensation planning
  • Life event planning (e.g. paying for college or purchasing a home)
  • Retirement distribution planning

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Press Team

Press Team

The Press team works with employees and founders of tech and high-growth companies. They are specialists in tax planning, advisory, and compliance for equity based compensation. The team is based in New York, serving clients across the country.
SPECIALTIES:
  • Stock option analysis
  • Liquidity needs & transaction advisory
  • Founder and employee tax planning

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Tax, Technology, and Wealth Management Expertise

The Harness Wealth Team

David Snider

Chief Executive Officer

Katie Prentke English

Chief Marketing Officer

Dwight Clancy

Head of Product

Eileen Adao

Business Development Lead

John Koskinen

Harness Tax Council Member

Dave Burton

Harness Tax Advisor

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