Individual Services
Built for Technology Professionals Managing Equity and Income
Technology professionals don’t earn income in simple ways — salary, equity, bonuses, and multi-state exposure all interact in ways that standard tax approaches often miss. We provide structured tax planning and advisory designed to keep up with how you actually earn, invest, and make decisions.
More Than Filing. A Connected Approach to Tax
Most individuals experience tax as a once-a-year task.
But when your income includes equity compensation, investments, or multi-state activity, tax becomes something that needs to be managed throughout the year.
At TTS Advisory, we connect tax planning, preparation, and advisory into one approach—so decisions made during the year align with your overall financial position.
What We Help With
Individual Tax Preparation
Accurate, structured tax filing that reflects your full financial picture, including equity compensation and multi-state income.
Tax Strategy & Planning
Proactive, year-round planning built around how your income is structured—especially when equity, bonuses, and investment activity are involved.
Tax Advisory for Professionals & Executives
Ongoing guidance for managing stock options, RSUs, compensation structures, and evolving tax exposure.
Trust & Estate Tax Preparation
Structured handling of trust and estate filings, aligned with long-term financial and wealth planning.
IRS & State Notice Support
Clear, professional support for responding to notices, audits, and tax authority communication.
Who This is For
- We typically work with:
- Startup founders and co-founders
- Technology executives and leadership teams
- Engineers and technical professionals with equity compensation
- Individuals with multi-state income or relocation
- Investors and high-income earners with complex financial activity
How it all Works Together
- Tax planning, preparation, and advisory should not operate separately.
- We take a connected approach where:
- Planning informs decisions before they are made
- Preparation reflects the full picture of your financial activity
- Advisory supports you throughout the year
- This ensures your tax position is aligned with how your income and investments actually evolve.
Plan Ahead - Not After the Fact
If your income, equity, or tax situation is becoming more complex, we can help you structure it properly.