Articles

5 Questions to Ask When Choosing a Tax Advisor

This guide can help you choose a tax advisor who aligns with your goals and communication style.

Mythbusting TikTok Tax Advice

Uncover the truth behind common tax myths, including the Section 179 "SUV loophole" and the tax implications of hiring your children at the family business.

Mega Backdoor Roths: A How-to Guide

A Step-by-Step Guide to Maximizing Retirement Savings with a Mega Backdoor Strategy

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What is an 83(i) Election and How Do You You File One?

Discover the tax advantages of an 83(i) Election for private company employees

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10 High-Income Tax Planning Strategies to Complete Before 2025: A Year-end Checklist

Discover ten areas of your tax planning that you can benefit from reviewing before year-end.

A tax advisory client gathering documents

Average Fees for Tax Advisors in 2025

Tax advisory services come with varying fees and structures. This detailed guide provides current insights into the average costs for the different tax advisory services in 2025.

A small business owner working on their taxes from their home office

Filing Business Taxes for An LLC for the First Time: A Step-by-Step Guide for 2025

This guide covers everything you need to know about filing taxes for an LLC for the first time, from understanding your LLC’s taxation options to knowing the forms you need and which deductions you can claim.

A couple reviewing documents in preparation for filing their taxes

2025 Tax Preparation Checklist: What You Need to File Taxes

Download a free tax checklist covering information and documents you’ll need to file taxes.

Michael Paley and Sami Sharif of Klingman and Associates presenting at the 2024 Harness Tax Advisor Forum in New York City

Q&A: How Tax Practices Can Work with Wealth Managers to Grow Client Relationships

We spoke with Michael Paley, Chief Operating Officer of Klingman & Associates, for a Q&A on how tax advisors can collaborate with wealth managers to better serve clients.

Cheerful adult couple in casual clothes having meeting with tax advisor in living room at home during daytime

How Tax Practices Can Stand Out in the Harness Marketplace to Attract New Tax Clients

In this guide, we show how tax practices can position their advisors in the Harness Marketplace to successfully attract new clients.