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A modern platform for exceptional tax advisors

Harness Tax is transforming the tax advisory industry by combining the expertise of tax professionals with advanced technology and best-in-class support. We’re creating a more flexible and insightful tax experience for you and your clients. If you’re ready to take your advisory practice to the next level, let’s talk.

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Happier, more satisfied clients

  • A secure client portal to share updates and documents

  • Client success services to help manage relationships

  • Fully integrated tools for invoicing and billing

  • Referrals to expert financial planners and wealth managers

Trusted by early employees, investors, and founders at top startups

Looking to start your own tax business?

Check out the FAQ below or email us at advisors@harnesstax.com and we’ll respond within 24 hours.

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FAQ

What is Harness Tax?

Harness Tax is a modern tax solution built for entrepreneurial advisors and their clients. We’re transforming the advisory model by combining the expertise of tax professionals with advanced technology to create a more flexible, digital, secure and insightful tax experience.

Simply put: We provide resources for you to scale, while you maintain control of all major business decisions.

The Harness Tax platform offers:

  • Integrated technology: Our technology streamlines your business processes and enhances the experience for you and your clients
  • Talented, supportive team: We’ll support you with administrative tasks, tax preparation, and tax planning, so you can focus on your clients and grow your business
  • Grow your client base: We’ll help you strategically expand your client base by sending you clients that fit your desired profile and providing the resources to help you increase your win rate with other high-value prospects.
  • Advisor network: Become a member of a growing community of leading advisors sharing knowledge and best practices
  • Enhanced resources: Benefit from Harness’ curated events, network of advisers and best-in-class company resources (e.g. former Head of the IRS, Chief Security Officer, legal resources, etc)

How much does it cost to join the Harness Tax platform?

When you join the Harness Tax platform, you’ll be able to maintain control over your practice while leveraging a wide range of tools and support. We’ll work with you to find the right mix of resources and a revenue share agreement that works for you and your business goals.

How is Harness Tax different than other tax firms?

We’re not a traditional tax firm. We’re a platform that enables you to grow your practice and deliver exceptional services. We believe advisors on the Harness Tax platform should own and control all the major business decisions of their practice — from the clients you work with to the pricing you offer.

What is the experience like for an advisor on the Harness Tax platform?

You get to focus on the work that you enjoy. As an advisor on the Harness Tax platform, you’ll have the freedom to build your practice while receiving resources and support.

You own 100% of your business and leverage the technology and optimized processes of the Harness Tax platform. This lets you focus on higher-value services for your clients. We’ll elevate your clients’ experience by making it easier for them to share information with you, and our team will handle time-consuming administrative tasks.

You’ll also join the Harness Tax community, where you can network and collaborate with other advisors to share ideas, best practices, and provide support on client issues. We’ll give you tools to meet virtually and create opportunities to meet other advisors in person.

I operate my own firm. How will Harness Tax benefit me?

This is the question we hear most often. You already have a business, so what’s in it for you?

It’s an easy answer for us: Joining the Harness Tax platform helps you reach your goals and spend your time in areas that add the most value to your clients. Whether it’s becoming more efficient, adding qualified clients to your book of business, or keeping up with the latest technology — we can help. The Harness Tax platform lets you focus on your clients and your business.

I’m currently working for another firm. Can I be an advisor on the Harness Tax platform?

Absolutely. If you aspire to own your own practice, though perhaps have been apprehensive about matching (or exceeding) the resources of your current firm, Harness Tax is the turn-key solution for you.

We’re looking for exceptional, client-focused tax advisors that have experience working with founders, business owners, early employees, and investors of growing businesses.

We’ll provide you the resources that you’d expect from a larger firm, while you control how you grow your own practice. The Harness Tax platform lets you minimize stress, create a work-life balance you desire, and enjoy the work you do.

Schedule a consultation here. We’d love to learn more about the practice you’d like to build.

What type of advisors is Harness Tax looking for?

We’re looking for exceptional, client-focused tax advisors that have experience working with founders, business owners, early employees, and investors of growing businesses.

All advisors on the Harness Tax platform provide tax planning and compliance to individuals and growing small businesses, and have expertise in equity-based compensation and ownership (often along with other services and areas of expertise).

Harness Tax also supports all your business tax and bookkeeping needs.

If you’re interested in becoming an advisor with Harness Tax, email advisors@harnesstax.com or schedule a consultation here.

Harness Tax Advisors

Join us in reimagining the future of tax. Let’s talk.