Tax Advisory for Technology Professionals
Tax Strategy for Technology Professionals, Founders, and Executives
Proactive tax planning and compliance for professionals navigating equity compensation, stock options, multi-state income, and complex personal tax situations.
If you work in technology — as a founder, executive, or employee, your tax situation is more complex than most CPAs are equipped to handle.
Stock options, RSUs, multi-state income, AMT, liquidity events—these require specialized knowledge.
We work exclusively with technology professionals who need strategic tax planning, not just tax preparation.
Who this is For
Ideal for:
- Startup founders and co-founders
- Technology executives (C-suite, VPs, Directors)
- Senior engineers and technical leaders
- Employees with significant equity compensation
- Remote workers with multi-state tax obligations
- Technology professionals planning for liquidity events
WHAT'S INCLUDED
Individual Tax Strategy & Planning
What it is:
Year-round tax planning focused on minimizing tax liability and optimizing long-term wealth.
- What we do:
- Quarterly tax planning sessions
- Estimated tax calculation and payment planning
- Income and deduction optimization
- Roth conversion analysis
- Charitable giving strategies
- Tax-efficient investment planning
Who needs this:
High-income professionals ($200K+) who want to be proactive about taxes.
Stock Option & Equity Planning
What it is:
Strategic planning around exercising stock options, managing RSUs, and navigating equity compensation tax efficiently.
- What we do:
- ISO vs. NSO tax comparison and strategy
- Option exercise timing and AMT planning
- RSU vesting and withholding optimization
- 83(b) election evaluation and filing
- Liquidity event tax planning (acquisition, IPO)
- QSBS (Qualified Small Business Stock) qualification
Who needs this:
Anyone with stock options, RSUs, or equity compensation.
Federal & State Tax Preparation
What it is:
Accurate preparation and filing of all required individual tax returns.
- What we do:
- Federal Form 1040 preparation
- Multi-state tax returns
- Schedule D (capital gains)
- AMT calculation and Form 6251
- Stock option and equity reporting
- Extension and estimated payment management
Who needs this:
Everyone—this is the foundation.
Multi-State Tax Filings
What it is:
Preparation and filing of tax returns across multiple states for remote workers, relocated employees, or multi-state income earners.
- What we do:
- State tax residency analysis
- Multi-state income allocation
- Tax return preparation (all states)
- State tax credit and offset calculations
- Remote work state tax compliance
- Relocation tax planning
Who needs this:
Anyone working remotely, living in one state and working in another, or who relocated mid-year.
WHY CHOOSE US FOR PERSONAL TAX
We Specialize in Working with Tech Professionals
We work exclusively with people in tech—we know equity compensation, stock options, and the specific tax issues you face.
Proactive Planning
We don't just file your taxes. We help you make smart decisions throughout the year.
Connected to Your Company's Tax
If we work with your company too, your personal and business tax strategy are fully aligned.
COMMON QUESTIONS
It depends on your AMT situation, company valuation, and liquidity timeline. We model scenarios to help you decide.
You'll likely file as a part-year resident in both states. We handle this regularly.
We coordinate tax-efficient wealth transfer strategies and work alongside your estate attorney.
GET STARTED
Ready for strategic tax planning built around your equity and income?