We work with high income tech professionals, founders, and crypto investors whose wealth is tied up in equity and digital assets. Most of our clients earn more than $750K in W2 income and live in high income tax states such as California or New York. We also take on select clients in income tax free states if their recurring capital gains exceed $1M. Our clients often have additional layers of complexity such as staking income, high volume crypto sales, or multi state tax issues. We do handle one time liquidity events, but our best work happens in long term relationships. If your equity and crypto are an ongoing part of your financial life, we are the right partner to help you plan ahead year after year.

No. We are not a tax return only firm. Filing is part of what we do, but our real value is in proactive planning. The clients we work best with want both - strategy throughout the year and returns filed correctly at the end of it. If you are only looking for someone to prepare a return once a year, we are not the right fit.

Yes. RSUs by themselves can create major tax challenges, especially when large grants vest on top of salary and bonus income. Many of our clients at blue chip tech companies receive most of their equity through RSUs and ESPPs. We help this group by planning around withholding gaps, supplemental income rules, and the timing of sales. Even without stock options, the right strategy can save real money and prevent unpleasant surprises.

Yes. Many of our clients earn less than $750K in salary but hold significant equity in a privately held company. Others have stock options or RSUs that are valuable on paper but not yet liquid. Our fees for equity compensation planning start at $7,500. While that may feel like a big investment before the cash arrives, the right strategy can save hundreds of thousands - and sometimes millions - when liquidity does come. We also offer installment payment options so that cost does not prevent you from getting the advice you need.

Yes. We work with clients all over the United States. The majority of our clients live in California, New York, Texas, Washington, and Florida, but last year we served clients in more than 15 different states. Equity compensation and crypto are complex no matter where you live, and our focus is on high income earners who want proactive planning.

Our primary focus is high earning W-2 tech professionals with complex equity and crypto. Many of our clients also have spouses with businesses, and in those cases we handle the household planning and coordinate the business filings. If entity returns are needed, such as corporations, multi member LLCs, or partnerships, we collaborate with a vetted network of tax professionals to make sure everything is covered. If there is no equity compensation in the picture, we do not take on business only clients.

We keep the process simple. The first step is a 15 minute call where we learn about your situation and determine if there is a fit. If it looks like a match, we schedule a longer second meeting to walk you through our process, outline fees, and answer your questions. From there, if we both feel good moving forward, we begin onboarding.