Frequently asked questions

Most of our clients are high-income tech professionals in California or New York earning at least $1M in ordinary income. Their comp usually includes RSUs, bonuses, and other equity that makes tax planning complicated. We also work with clients getting ready for a big liquidity event. If the net long term gain is at least $1M, we're a good fit. If you're in a no income tax state, we evaluate on a case by case basis. We do our best work in ongoing relationships. If equity is a continuing part of your financial life, we'll plan ahead with you across years, not scramble after the fact.

Premium Tax Advisory is our firm's signature service. We created it because traditional tax prep doesn't work for high earning professionals with equity comp. Filing in April only reports what already happened. It doesn't shape what comes next. You can learn more about it here.(https://www.minnielau.com/pricing)

Yes. Most of our clients have comp that's heavily tied to RSU vesting. The key factor isn't whether you have stock options. It's the scale of your ordinary income. If your RSUs push your W-2 income to $1M or more in a high tax state, the planning will be meaningful. That level of income creates timing questions, withholding gaps, and concentrated stock exposure that benefit from proactive strategy. If your income stays below that threshold, the planning tends to be incremental rather than transformative. In that case, you'll get more value from my book when it's released. It covers how RSUs are taxed and how to avoid the most common pitfalls.

Yes. Plenty of our clients work at private companies. Whether your company is public or private isn't what matters. It's the size of your income or your upcoming liquidity event. Timing is important though. If a liquidity event settles too close to year end, there may not be enough runway to build and execute a solid plan. If your comp is established and your timeline gives us room to plan thoughtfully, you're likely a great fit.

No. We don't offer tax return preparation as a standalone service. Tax filing is included as part of Premium Tax Advisory because the planning and the filing need to be aligned. Filing is the final step, not the service itself.

We primarily work with clients who reside in California or New York. Beyond that, please contact us and we'll evaluate on a case by case basis.

No. We don't prepare business tax returns, handle payroll, or provide bookkeeping. Your Corporation, Partnership, or LLC return stays with your existing accountant. That said, business income often affects your personal tax position. We'll account for it in our planning and coordinate with your accountant to make sure everything lines up. If that adds significant complexity, there may be an additional fee, but you'll always know the cost upfront.

We're fully booked for 2025. If you're preparing for an upcoming IPO or liquidity event and need help now, please reach out and we'll see if we can make it work.