Articles

client onboarding for solo CPAs and growing accounting firms

Mastering Client Onboarding: A Step-by-Step Guide for Solo CPAs and Growing Accounting Firms

Enhance your client onboarding process with our practical step-by-step guide designed specifically for solo CPAs and growing accounting firms.

Accountants working together at a computer

When and How to Make Your First Hire: Building a Team for Your Tax Firm

Is it time to make your first hire in your tax firm? Navigate the complexities of when to hire, what roles to consider, and how to budget effectively. Learn how Harness can be your strategic partner in scaling your accounting business.

A group meeting with a Harness Tax Advisor

Breaking Away From the Big 4: How to Start Your Own Tax Practice

Thinking about starting your own accounting firm? Learn how to make the transition from employee to entrepreneur, establish your firm, attract clients, and make use of the latest technology. With Harness, you have a partner you can rely on.

How to Incorporate Real Estate into Your Personal Financial Plan

From first-time home buying to managing investment properties, learn how to effectively integrate real estate into your personal financial planning.

A mother and daughter review an estate plan together

Estate Planning: A Key Part of Any Financial Plan

Navigating the complexities of estate planning is crucial to ensuring a lasting financial legacy. Our in-depth guide covers essential aspects including estate tax rates, key components of an estate plan, and strategic tax minimization techniques.

What is a Financial Plan, and How Do I Make One?

Discover the blueprint for creating a successful personal financial plan, and the distinct roles that wealth managers and financial planners play in the process. Harness the power of informed decision-making with Harness.

Is Financial Advising Worth It? The Return On Investment (ROI) of Professional Investment Management

Is Wealth Management Worth It? The ROI of Working With a Financial Advisor

Discover the tangible and intangible returns on investment (ROI) of professional wealth management in our comprehensive guide. We delve into case studies, market challenges, and the unique benefits a financial advisor brings to the table, aiding you in understanding if wealth management is worth the cost.

Tax in the Capital Market Spotlight: Unleashing the Potential of Entrepreneurial Advisors

Uncover the pivotal shifts in the tax industry, their alignment with transformations in the financial advisory business, and the doors they could open for entrepreneurial tax advisors.

Two startup employees planning their taxes during aquisition

Tax Planning for Startups Going Through an Acquisition: Key Strategies for Success

Navigate the complexities of tax planning for startups going through acquisitions. Explore tax implications, equity compensation strategies, and the role of tax advisors in this guide.

Reminder: Estimated quarterly taxes are due soon

Quarterly Taxes For Builders: Navigating Equity Windfalls, Crypto Gains, VC Distributions, and Small Business Income

In this comprehensive guide, we'll help you navigate quarterly taxes for various income sources like equity windfalls, crypto investments, venture capital distributions, and small business income. Learn how to calculate your estimated tax payments, meet deadlines, and stay compliant with the IRS to avoid penalties and interest charges.