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.

​

​​

​

​

​

​

Why This Exists

High income tech professionals pay a painful amount of tax. You do the right things - you max your 401(k), you hold your shares, you listen to advice - and you still get hit with an obscenely high tax bill.
 

By planning ahead, we help you keep more of what you earn, know your tax outcome with confidence by December, and take the stress out of April.
 

​

What We Do Together

You get a year long plan for your income and equity so nothing sneaks up on you.  Here is what it looks like:

​​

• 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.

​

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, and you stay informed to make decisions with confidence.
 

Meaningful planning begins around $50K, and 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 cash outlay to save $11M, you will see the math upfront.  
 

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

We work with clients who earn $1M+ of  W-2 income in high tax states like California or New York.   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.

​

Pricing

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

Fees above that level scale with income and complexity.
 

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

​​

Results you can expect
By December, you already know what April looks like.  Your numbers are clear, your decisions are grounded in data, and filing feels like a formality.  That is the point.

​​

​

Next step

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

​

​

​