PREMIUM TAX ADVISORY

We are currently closed to new clients. Onboarding for 2026 begins in May.
Join the waitlist to be notified when spots become available.

You're doing everything right. At your income level, that's exactly the problem.

You max your 401(k). You hold your shares. You do what you're supposed to do. And every April you write a check to the IRS that makes your stomach turn.

It's not because you're doing anything wrong. It's because nobody in your corner is telling you what else is out there.

The strategies that actually move the needle at $1M+ don't get talked about at dinner. Your financial advisor isn't bringing them up. There's no newsletter. It's a world where access matters and timing matters, and most people find out what was available to them after the window has already closed.

That's the part that stings.

It's not that the strategies don't exist. It's that nobody told you in time.

What you won't get anywhere else is someone opening the actual playbook. The specific strategies, the right vendors, the timing, the coordination, that people at your income level are quietly using right now. That knowledge doesn't live on the internet. It lives in relationships built over years of doing this work.

Meaningful tax planning doesn't happen in April. The window is September at the latest, sometimes earlier. By the time you're scrambling to fix last year's taxes, there's almost nothing left to do. We work in year, not in hindsight.

What we actually do:

We work with a small number of executives and senior tech professionals, director level and above, with consistent high income and meaningful tax exposure.

Over the course of the year we map your income, your equity, and your exposure. Then we show you what your options are. Not just a DAF. Real strategies, each with tradeoffs, each explained clearly, each requiring actual decisions on your part.

Some require a cash outlay. Some require coordination. None of them are simple. None of them are shortcuts. And they take months to implement correctly, which is why we need to start in May or June, not March.

Worst case you understand exactly where you stand and keep doing what you're doing.

That's what a 50% marginal tax rate assumes you'll do.

One client had never heard of the strategy we modeled for her. On a seven-figure income year, after every cost, legal, implementation, and our fee, she netted over $80,000 in savings, with more ahead. Her reaction wasn't about the number. It was that this had existed the whole time and nobody had told her.

By December, you already know what April looks like.

Your numbers are clear. Your decisions are behind you. Filing is a formality. That's what this is supposed to feel like.

Who this is for:

We work best with clients who have consistent high income. Not a one-time event. The planning compounds when we're working together year over year, and a single pop doesn't justify the infrastructure we build around your situation.

As a general rule:

W-2 income of $1M+ annually in CA or NY
LTCG of $2M+ in CA or NY where the margin supports meaningful planning
Higher thresholds apply in no-income-tax states, the math is more case by case

Our clients are technology and finance professionals with significant equity compensation. RSUs, ISOs, NSOs, or pre-liquidity startup holdings. If equity comp isn't a meaningful part of your picture, we're probably not the right fit.

If you're not sure whether your situation clears the bar, that's exactly what the discovery call is for. We'd rather tell you it's not the right fit than take your money and underwhelm you.

A few things worth knowing:

We are selective. We keep the practice small on purpose because the work demands it and the deadlines are real.

The right client is decisive. They look at the math, they ask good questions, and when it makes sense they move. They're not running every decision by three other people first.

We are not miracle workers. If you're reaching out in February hoping to fix last year, we can't help you. There's nothing meaningful left to do. The clients who see the best outcomes engage early and give the process room to work.

We don't onboard clients where the math doesn't make sense. Before anything moves forward, we model your situation and confirm the opportunity is there. If it isn't, we'll tell you.

Pricing:

The fee starts at $15,000. That is the floor, not the typical number.

Fees are calculated on your AGI before any strategies are implemented, meaning we price based on what you actually earned, not what we reduce it to. The structure is tiered and additive:

Up to $1M AGI: $15,000
$1M–$2.5M: add 0.40% on income above $1M
$2.5M–$5M: add 0.35% on income above $2.5M
$5M–$10M: add 0.30% on income above $5M
Above $10M: add 0.25% on income above $10M

A client with $2M in AGI pays $19,000. A client with $5M pays $29,750. The math is straightforward and there are no surprises.

A $10,000 deposit is due at the start of the engagement and is applied toward your total fee. The balance is invoiced once your AGI is established and is due before we file.

We don't offer standalone tax return preparation. The planning and the filing work together. That's the whole point.

Next steps:

We open onboarding in May. Spots fill quickly, and we don't expand capacity mid year.

If you want to be notified when we're taking new clients, join the waitlist.

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