Excited for upcoming TaxRetreat 🥞🧇 in Chicago this week! Huge shout-out to Nicole Davis, our amazing sponsorship coordinator, & Clint Bowers, sponsorship team member, for their incredible work in securing fantastic sponsors! #TaxTwitter #TaxRetreat #TaxRetreat24

In this guest post, Harness Tax Advisory Council member Griffin Bridgers covers some of the top estate planning trends that tax advisors should be tracking during the second half of 2024. #TaxTwitter harnesswealth.com/articles/estat…

Is your tax practice thinking about acquiring another firm’s book of business? Here are 4 tips to consider before you move forward: #TaxTwitter harnesswealth.com/articles/tips-…

If you’re a tax advisor, our latest data analysis shows why it’s important to offer comprehensive tax planning services beyond just annual filings. #TaxTwitter harnesswealth.com/articles/compr…

If you're thinking about moving your tax practice from hourly billing to retainer-based pricing, this guide is for you. #TaxTwitter harnesswealth.com/articles/tax-p…

We’re excited to share that Harness made the 2024 #Inc5000 list! See our rank and the full list here: inc.com/profile/harness

Exciting news Harness 👏 Congratulations! 🎉

In this article, we cover three ways tax practices can leverage the Harness platform to streamline operational expenses and enhance practice management. #TaxTwitter harnesswealth.com/articles/reduc…

For tax practices, sending engagement letters can be a burden. But they don’t have to be. See how one firm saved 180+ hours a year leveraging Harness. #TaxTwitter harnesswealth.com/articles/tax-c…

For #tax firms, a client portal can make or break your client experience. In our latest guide, we compare 4 modern tax client portal software providers and how to select a client portal that meets the needs of your firm. #TaxTwitter harnesswealth.com/articles/tax-c…

🏆 Excited to share that Harness has been shortlisted for the 2024 11:FS Awards in the Wealth Game Changer category! Congrats to all the nominees! We look forward to attending the ceremony in London on November 7th. For more on the #11fs awards, visit 11fsawards.com

New Tech Scenes Unplugged episode out with David Snider CEO and founder of Harness 🚀⛰️

"Making enough money to face higher taxes isn’t the worst problem. But given that the tax code also provides myriad ways to reduce outlays, it’s not surprising that as people move up the earnings ladder, they often get more vigilant about using these strategies."

"Financial planners can help with retirement budgeting, investment planning and tax planning. For a specific service, like a comprehensive financial plan, you could end up paying about $2,000, according to Harness Wealth." Read more on MSN msn.com/en-us/money/pe…

DOGE Could Cut the IRS in Half. What Does That Mean for Your Tax Filings? “The fan of outcomes is too wide, in our opinion, to change taxpayer behaviors now,” says David Snider, founder and CEO of the tax services firm Harness. Read more in Inc. inc.com/brian-contrera…

This edition of the Tax Advisor Weekly newsletter highlights the Treasury’s decision to halt #BOI penalties, the impact of tariffs on costs, a 2025 property tax guide, and the American Institute of CPAs's take on the IRS. Plus, common tax return mistakes to avoid. harnesswealth.com/articles/tax-a…

Let’s give one last big round of applause for our 2024 sponsors: Intuit Keeper.app FreshBooks CPA.com Harness APRIO Gino's East Avalara Forwardly @RoundtableLabs Couvsteve & Scott (Arrow Financial Group) Jessica Smith, EA 💪🏼, NTPI Fellow, not a CPA Tri-Merit TB4A.com Catharine 🌺

⏰ Tax Day is less than 30 days away ⏰ Still scrambling to file taxes? Harness can connect you with expert tax advisors who specialize in complex situations. 💸 Get $200 OFF this year’s tax filing with the code LASTMINUTE Start now ⬇️ harnesswealth.com/services/tax-p…

Harness Founder and CEO David Snider joined Craig Iskowitz on the WealthTech Today podcast for a discussion on tax planning, tax technology, and the future of financial services. Episode here 🔽 wealthtechtoday.com/2025/05/08/ep-…