
Restricted Stock Units
Most employers withhold at a flat rate when RSUs vest. For high earners, that rarely covers the actual tax due. Year-round planning, not just filing, is how you avoid the surprise.
Stock Options
ISO exercise timing, AMT exposure, 83(b) elections for early exercise these aren't checklist items. They're planning decisions.
Employee Stock Purchase Plans
Qualifying vs. disqualifying dispositions, holding period rules, the cost basis that brokers often report incorrectly easy to miss, expensive to get wrong.
High-Income Complexity
Top marginal rates, state taxes, Net Investment Income Tax, NIIT thresholds your income profile creates compounding complexity most preparers aren't watching for.
Equity compensation expertise: we work specifically with tech professionals. RSUs, ISOs, NSOs, ESPP, this is our day-to-day, not an occasional edge case.
Year-round availability: Tax planning doesn't stop in April. Vesting decisions, exercise windows, and estimated payments happen all year, so do we.
No-surprise pricing: Flat-fee engagements scoped to your situation. You know what you're paying before we start, with no hourly billing surprises.
Virtual-first workflow: Secure portal, digital documents, video check-ins. Built for professionals who don't have time for in-office appointments.




