Your Equity Is Only as Valuable as Your Plan for It.

A traditional CPA prepares your return. We plan your year and then prepare your return. The difference shows up in your tax bill, your confidence in the decisions you're making, and the absence of April surprises.

Yes, and that's exactly the intersection we're built for. Our Tax Strategy & Advisory page covers how we support business interests and real estate alongside your equity comp. Most clients with this profile start at Guidance or Strategy.

Both. ISO planning before an IPO is one of the highest-stakes financial decisions an employee can face. We work with clients at public companies, late-stage startups, and anywhere in between.

Entirely through our secure digital client hub and video consultations. No need to scan and mail documents or schedule an in-person visit. Our clients are nationwide, and the experience is designed to be seamless, secure, and genuinely time-efficient.

Filing is a strong starting point if your equity situation is straightforward and you want CPA-precision filing done right. The video walkthrough is a meaningful differentiator, you'll understand your return, not just sign it. You also get IRS notice protection, so if a letter shows up about the return we prepared, you send it to us rather than figuring it out yourself. That said, most equity earners find that one surprise tax bill costs far more than the step up to Guidance. As your complexity grows, upgrading is simple.

For most equity earners, Guidance delivers exactly what they need: no tax anxiety, no year-end surprises, and real savings year over year. It's where most of our equity clients start, and where most of them stay.

Strategy begins with your Equity Action Plan, a full map of every grant you hold and what each one costs you in tax. It's built for clients whose complexity doesn't sit still: multiple vesting schedules, a side business, real estate, or a pending IPO.

Not sure which fits? That's what the Discovery Call is for.

It's the first thing we do together in a Strategy engagement, and it's the foundation everything else sits on.

We go through every grant you hold, not just the ones vesting this year. For each one we map the grant date, strike price, whether it's an ISO or an NSO, what's vested, what's exercised, what's still outstanding, and when it expires. Then we show you what those positions mean in tax terms: where AMT exposure sits and what would trigger it, which shares would be long-term versus short-term if you sold, and how the ordinary income and capital gains pieces break out.

The result is a multi-year view of what exercising or selling would actually look like from a tax lens, so when a decision comes up you're choosing between modeled options instead of guessing. You'll have it within the first 30 days, once we have your complete grant documentation and prior-year return.