Harness

To provide the next generation of builders confidence in the path to their best financial future.

Tax Prep & Advisory | Wealth Management | Equity | Crypto

[Harness @HarnessWealth]

Harness Founder and CEO @DavidSniderHW joined @craigiskowitz on the WealthTech Today podcast for a discussion on tax planning, tax technology, and the future of financial services.

Episode here 🔽

https://t.co/HnjPLJEnv0

[Harness @HarnessWealth]

⏰ 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 ⬇️ https://t.co/pvmB43XIs7

[TaxRetreat 🥞🧇 @taxretreat]

Let’s give one last big round of applause for our 2024 sponsors:
@Intuit
@keeper_hq
@freshbooks
@CPAcom
@HarnessWealth
@APRIO
@ginoseast
@avalara
@forwardlyapp
@RoundtableLabs
@couvsteve & @Scotcha (Arrow Financial Group)
@Taxsavvyjessica
@TriMerit
@TheBig4Tweets
@SparkleCate

We were so lucky to have their support last year in Chicago! ☘️

[Harness @HarnessWealth]

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 @AICPA's take on the IRS. Plus, common tax return mistakes to avoid.

https://t.co/j8v4nnoXMJ

[Harness @HarnessWealth]

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 @DavidSniderHW, founder and CEO of the tax services firm Harness.

Read more in @Inc

https://t.co/01bh9HzPTi

[Harness @HarnessWealth]

"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

https://t.co/EJUYuJkfr4

[Harness @HarnessWealth]

"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."

[Crunchbase News @crunchbasenews]

Venture investors have taken an interest in startups using AI to automate more complex and cumbersome tax-saving strategies, Crunchbase data shows. We look at recently funded startups in the space.
https://t.co/gUTVHj8hVm

[Jeff James Martin @lead_by_change]

New Tech Scenes Unplugged episode out with @DavidSniderHW CEO and founder of @HarnessWealth 🚀⛰️

[Harness @HarnessWealth]

🏆 Excited to share that Harness has been shortlisted for the 2024 @11FS 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 https://t.co/HFVVSHUdU9

[Harness @HarnessWealth]

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

https://t.co/oYenCi7gY5

[Harness @HarnessWealth]

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

https://t.co/Dvui6XXLt2

[Harness @HarnessWealth]

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

https://t.co/61y3n6L179

[Northwestern Mutual Future Ventures @NMFuture]

Exciting news @HarnessWealth 👏 Congratulations! 🎉

[Harness @HarnessWealth]

We’re excited to share that Harness made the 2024 #Inc5000 list!

See our rank and the full list here: https://t.co/9u16rCtGw4

[Harness @HarnessWealth]

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

https://t.co/h3JMrOuJpw

[Harness @HarnessWealth]

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

https://t.co/GFyOP7znY2

[Harness @HarnessWealth]

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

https://t.co/wLSATIwg6y

[Harness @HarnessWealth]

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

https://t.co/1TXoHwl0ja

[O @MyCPAAccounting]

Excited for upcoming @taxretreat in Chicago this week! Huge shout-out to @wifemomcpa100, our amazing sponsorship coordinator, & @clintbowers25, sponsorship team member, for their incredible work in securing fantastic sponsors! #TaxTwitter #TaxRetreat #TaxRetreat24 #ChicagoRetreat