Harness
@HarnessWealth
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To provide the next generation of builders confidence in the path to their best financial future. Tax Prep & Advisory | Wealth Management | Equity | Crypto
New York, NY
Joined November 2018
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 đź”˝ .
wealthtechtoday.com
In this episode, we speak with David Snider, Founder and CEO of Harness Wealth, about his journey from Bain Capital to launching a tax-focused wealth management platform. Snider reveals how his...
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⏰ 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 ⬇️
harness.co
Get a tax advisor to file your taxes for you. Includes preparing and filing all tax forms for your household. Starting at $1,200 per year.
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The most fun image & video creation tool in the world is here. Try it for free in the Grok App.
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RT @taxretreat: Let’s give one last big round of applause for our 2024 sponsors:.@Intuit.@keeper_hq.@freshbooks.@CPAcom.@HarnessWealth.@APR….
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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.
harness.co
This week’s Tax Advisor news covers the Treasury’s decision to halt BOI penalties, the impact of tariffs on costs, and a property tax guide.
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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 .
inc.com
New reports indicate that Elon Musk may hit the agency with a second round of mass layoffs, and that audits could be abandoned amid the diminished headcount.
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"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 .
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"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.".
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.
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RT @lead_by_change: New Tech Scenes Unplugged episode out with @DavidSniderHW CEO and founder of @HarnessWealth 🚀⛰️.
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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 .
harness.co
In this guide, we explore what an effective tax client portal offers and how to select one that meets your tax firm’s needs.
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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 .
harness.co
See how we can help your tax practice save hundreds of hours per year on the tax client engagement letter process.
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In this article, we cover three ways tax practices can leverage the Harness platform to streamline operational expenses and enhance practice management. #TaxTwitter.
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We’re excited to share that Harness made the 2024 #Inc5000 list!. See our rank and the full list here:
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If you're thinking about moving your tax practice from hourly billing to retainer-based pricing, this guide is for you. #TaxTwitter.
harness.co
In this guide, we dive into why and how to make the move to retainer pricing at your tax practice.
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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.
harness.co
Learn how tax practices can implement a growth strategy by offering comprehensive tax planning services based on clients’ personal and professional milestones.
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Is your tax practice thinking about acquiring another firm’s book of business? Here are 4 tips to consider before you move forward:.#TaxTwitter .
harness.co
In this article, we dive into four areas your tax practice can analyze to help decide if taking over a book of business makes sense for your firm.
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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.
harness.co
In this guest post, Harness Tax Advisory Council member, Griffin Bridgers, J.D., LL.M. covers some of the top estate planning trends that tax advisors should be tracking during the second half of...
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RT @MyCPAAccounting: Excited for upcoming @taxretreat in Chicago this week! Huge shout-out to @wifemomcpa100, our amazing sponsorship coord….
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