Packages
Tailored equity compensation & tax planning. Choose the plan that’s right for you:
Equity Compensation Tax Planning
Proactive planning for RSUs, stock options, and crypto, paired with annual tax preparation.
Best for clients who want confidence at tax time and clarity around equity events.
Highlights:
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Annual tax prep plus equity planning
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Avoid AMT surprises and withholding gaps
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Confidence at tax time
Premium Tax Advisory
Year round access, quarterly strategy meetings, and a deeper level of planning for clients who want more than tax prep.
We work closely with you to anticipate major events, explore advanced strategies, and protect wealth over the long haul.
Highlights:
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Includes everything in Equity Compensation Tax Planning
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Quarterly meetings and advanced strategies
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Priority access to Minnie
Here are some more details on how we’ll work together
Equity Compensation Tax Planning
You’re earning well, but your equity compensation feels like a mystery. RSUs drop in and spike your income, stock options sit idle, and the tax bill always feels bigger than expected. The risk of doing nothing is overpaying, missing opportunities, and being surprised each April.
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We give you clarity and a plan. You’ll understand what your equity is worth today, how to avoid AMT traps, and when it makes sense to sell. Your taxes get filed correctly, and you gain confidence that you’re not leaving money on the table.
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What’s included:
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Annual tax return preparation
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Planning for RSUs, stock options, and crypto
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Guidance on AMT, withholding gaps, and timing of sales
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Support for liquidity events and concentrated stock positions
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Starts at $7,500+
Premium Tax Advisory
Most high earners assume there is nothing they can do about taxes. You are W2, you are in the highest brackets, and you figure the IRS has you locked in. You keep paying what feels like half your income and accept it as the cost of success.
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That is not the whole story. Many of my clients come through colleagues and friends who saw results and wanted in. With Premium Tax Advisory, we work together year round to anticipate equity events, introduce advanced strategies, and make sure every decision is tax smart. By December, you will already know what April will look like.
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What is included:
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Everything in Equity Compensation Tax Planning
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Regular quarterly strategy meetings
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Year round access for questions
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Advanced tax strategies tailored to your situation
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Priority access to Minnie
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Starts at $15,000+