We are not accepting new clients for the 2025 tax year.

Our next onboarding window will open in May, 2026 for 2026 tax planning.  If you'd like to be notified when that window opens, you may join the waitlist below.

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Why This Exists

High income tech professionals pay a painful amount of tax. You do the right things. You still get hit with a number that makes you stare at the wall.
 

Traditional tax prep looks at the past. It reports what already happened. It does not change anything.

Premium Tax Advisory is different. We plan ahead. We set expectations before the bill arrives. You get clarity. You get strategy. You get the room to breathe.

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What We Do Together

• You get a year long plan for your income and equity so nothing sneaks up on you.

• Our work includes:

• Reviewing income timing and withholding

• Mapping RSU vesting and stock sale timing

• Preparing for tender and secondary liquidity events

• Modeling ISO exercises and AMT risk

• Planning multi year capital gains

• Structuring charitable strategy intentionally

• Coordinating with your financial advisor and attorney

• Filing your federal and state tax returns as the final step

• You understand what we are doing and why. No mystery. No guesswork.

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How it works

We meet throughout the year. Most clients spend 5-10 hours with us across planning meetings, reviews, and approvals. We handle the tough parts. You stay informed and decisive.
 

Meaningful planning begins around $50K. That is the point where results start to show. For most high income clients, the right level of implementation is much higher because their income and equity make the case for it. We confirm all of this through clear ROI modeling before anything moves forward. If a strategy requires $3M and saves $11M, you will see the math upfront and you will not need a paper bag to breathe into.
 

These strategies are not simple. They involve timing, coordination, trusts, and more actors than a school play. Everyone wants the shortcut. Everyone asks for the easy button. The reality is simple does not save 60% of your AGI without actually coming up with 60% of your AGI. We manage the moving parts so the plan works in real life instead of in theory.
 

Who this is for

Most clients earn at least $1M+ of  W-2 income in high tax states such as California or New York. RSUs, bonuses, and stock based income are a normal part of their compensation.
 

For clients in states with no income tax such as Texas, Washington, Nevada, or Florida, planning is most effective once W-2 income is at or above $2M.
 

We also work with clients preparing for large liquidity events. A good fit is at least $1M+ of net long term gain in a high tax state or $2M+ in a no income tax state.
 

Location matters. Each state has its own rules. We confirm timing and state fit before we begin so your strategy holds up in your jurisdiction.

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Pricing

The annual engagement begins at $15,000. This includes planning and tax return preparation for the first $1M of pre adjusted AGI.

Income above that level follows our AGI based advisory model.
 

We do not offer tax return preparation as a stand alone service. Planning and filing need to work together.

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Results you can expect

• Fewer surprises.

• Clear numbers before December.

• Decisions grounded in data.

• Filing that feels like a formality.

• By December, you already know what April will look like. That is the point.

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Next step

We are at capacity for 2025.
If you would like to be notified when onboarding opens in May 2026, join the waitlist.

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