Welcome, PROFIT With A Plan Podcast Listeners
Harness is a modern platform for tax and financial advice tailored to you. Discover and work with advisors who have experience in your specific situation, including knowledge about company equity, small business, and crypto.
PROFIT With A Plan podcast listeners users get $100 off their first year of tax planning and preparation services with code MARCIA (excludes one-time Equity Planning Sessions). Details below.
Harness is a modern platform for tax and financial advice tailored to you. Discover and work with advisors who have experience in your specific situation, including knowledge about company equity, small business, and crypto.
PROFIT With A Plan podcast listeners users get $100 off their first year of tax planning and preparation services with code MARCIA (excludes one-time Equity Planning Sessions). Details below.
You are being referred to Harness Wealth Advisers LLC website (“Harness Wealth”) by The Profit With A Plan Podcast, a solicitor of Harness Wealth (“Solicitor”). You will not be charged any fee or incur any additional costs for being referred to Harness Wealth by the Solicitor. The Solicitor may promote and/or may advertise Harness Wealth’s investment adviser marketplace services and may offer independent analysis and reviews of Harness Wealth’s services. Harness Wealth and the Solicitor are not under common ownership or otherwise related entities. Additional information about Harness Wealth is contained in our Client Relationship Summary, Harness Wealth Form ADV and ADV Part 2A.
What you get
Use code MARCIA to redeem your PROFIT With A Plan promotion.
1. Tax advisors that get you
Harness handpicked firms from across the country and evaluated them on over 120 attributes so you know you’re selecting from among the best. Learn more about our Advisory Services and Advisor Marketplace. $100 off your first year tax firm fees.
2. Ongoing access to financial tools and education
Get access to financial, equity, and crypto education and tools, like our equity tax scenario planner. This education is curated to help you identify key financial opportunities and tackle hard decisions around your equity and crypto. Learn more about Harness Tools.
3. Happiness Guarantee
We know that the best, most effective partnerships happen when you feel comfortable and confident in your advisor’s work. Our happiness guarantee makes sure everyone finds the right firm.
You can receive a refund of your firm fees if you are dissatisfied with your advisory firm after the first year. Terms and conditions apply.*
Your Discounts*
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equity tax planning*Discounts do not apply to one-time Equity Tax Planning Sessions.
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financial & tax service discount
PROFIT With A Plan podcast listeners can receive $100 off their first year tax firm fees.
How to get started
Create an account.
Create an account and tell us what you’re interested in. You’ll get access free to webinars made to answer founder’s financial FAQs, curated content, and our free tools.
Find advisors tailored to your profile and goals.
Based on your profile, we’ll match you with the right services and advisors that have experience with top clients like you. Have complimentary consultations to decide who is the best fit.
Get access to free financial tools
Ditch the spreadsheets. Track your assets, like equity and crypto. Get insights on your equity’s potential value and future taxes. All in one simple, elegant dashboard.
Transparent, flexible tax services
Comprehensive Tax Planning
Work with an experienced accountant to get ongoing tax-optimization guidance on your income, investments, deductions, major purchases, relocations, estate, and gifts. Includes quarterly estimated tax payments.
Tax Preparation
Get a dedicated accountant and tax team to prepare and file your household’s taxes for you to ensure your taxes are filed accurately and on time.
Happiness Guarantee
We know that the best, most effective partnerships happen when you feel comfortable and confident in your advisor’s work. Our happiness guarantee makes sure everyone finds the right firm.
You can receive a refund of your firm fees if you are dissatisfied with your advisory firm after the first year. Terms and conditions apply.*
*To qualify for the advisory fee credit, the individual must formally retain a Certified Public Accountant and/or a Financial Advisor on the Harness Wealth platform for a minimum of one calendar year. The offer can only be applied to advisory fees for firms based in the United States. Harness Wealth will refund fees that qualify up to a total of $10,000. The offer does not apply for Certified Public Accountant fees for tax return preparation and filing that was executed. Harness Wealth will provide the credit directly to the customer upon proof of fees paid. This credit is not transferable. Only one credit per household.