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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 no one is looking at the whole picture before the year is over. The strategies that actually move the needle at $1M+ don't get talked about at dinner, and most people find out what was available to them after the window has already closed.
 

That's the part that stings.
 

What you're actually paying for:
 

Not a list of strategies. The names aren't secret — you could find most of them online in an afternoon. The question is never whether a strategy is valid. It's whether it's valid for you, given what you earn, how you earn it, and what you're trying to accomplish. The person who wrote off the G-Wagon on TikTok had a business that needed the vehicle. You have a W-2 and a pile of RSUs. The strategy was real and completely irrelevant to him — and nobody in the comments was going to say so.

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Even among the right strategies, execution is everything. Some advanced strategies are easy to find and offered by multiple vendors with wildly different track records. Pick the wrong one and you're the one holding the penalties three years later, not the salesperson who introduced it. No one can promise a strategy will never be challenged — but vetting vendors carefully before you commit, based on track record and how their structures have held up, is exactly the judgment you're hiring.

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How I'm paid, because it's the whole reason you can trust what I tell you:

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My clients are the only people who pay me. Not the vendors, not anyone whose product I might mention — no commissions, no kickbacks, no referral fees. One direction: from you to me, for my judgment. That's what lets me vet fairly. If I were taking a commission, I'd have every reason to steer you toward the vendor who pays me most and call it the best one; because no one pays me but you, I can rank vendors on track record instead of on my cut. My fee doesn't change based on which strategy you choose, or whether you implement anything at all.

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It's also why the fee is what it is. When an advisor is paid from the back end, the cost is still there — it's just routed through the vendor's markup, where it can quietly shape which products get recommended. I gave that up, so the whole cost shows up in one place. The methodology is the product: you access it by engaging, not before. The difference is you can see exactly what it costs.

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When a strategy genuinely fits and it's implemented properly, the outcome is a multiple of what I charge — but that's the result of getting it right, not a number I'll wave at you to get you in the door.

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 year we map your income, your equity, and your exposure, then show you your real options — each with tradeoffs, each requiring actual decisions on your part.

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Most of these strategies require a meaningful cash outlay. But you never implement blind: once you've engaged us, we model each one against your actual numbers before you commit a dollar to implementing it, and then you decide whether to move. That modeling is the work you're hiring us to do — it happens after you engage, not before. None of it is simple, and none of it is a shortcut.

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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.

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Who this is for:
 

Consistent high income, not a one-time event — the planning compounds year over year, and a single pop doesn't justify the infrastructure we build around your situation.
 

• W-2 income of $1M+ annually in CA or NY; $2M+ in other states

• Long-term capital gains of $2M+ in CA or NY, where the state tax margin supports meaningful planning

• We're not currently taking clients whose only qualifying basis is capital gains outside CA or NY
   

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.
 

We are selective and keep the practice small on purpose. The right client is decisive — they look at the math, ask good questions, and move when it makes sense. And we are not miracle workers: if you're reaching out in February hoping to fix last year, there's nothing meaningful left to do. The clients who see the best outcomes engage early and give the process room to work.

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Pricing:
 

The fee starts at $15,000 — the floor, not the typical number. Fees are calculated on your AGI before any strategies are implemented, meaning we price 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. No surprises.
 

A $10,000 deposit is due at the start of the engagement and 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:

Meaningful planning takes months, which is why we take a small number of clients each year and start early. We have a few spots left for 2026; once they're filled, we won't reopen until next year.

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The first step is a short questionnaire. If your situation fits, you'll get a link to book a consultation — if it doesn't, we'll tell you, and you'll have saved yourself a call.

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The earlier in the year you reach out, the more we can do.