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.

It's the foundation everything else sits on, and every year-round client gets one. You'll have it within your first 30 days, once I have your complete grant documentation and prior-year return.

I go through every grant you hold, not just the ones vesting this year. For each one I 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 I 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. It ends with what I'd actually do next, and what I estimate that's worth to you.

In Guidance, I rebuild your Equity Action Plan once a year and revisit the numbers again in your Q4 projection, so the plan is current while you still have time to act on it. In Strategy, I rebuild it whenever your facts move materially: a new grant, a new 409A valuation, a job change, or a selling window opening. Guidance tells you what to do with what you hold. Strategy runs the transaction when you sell.

For most equity earners, Guidance delivers exactly what they need, and that includes the equity decisions themselves. What to do as each grant vests, whether to sell or hold, how much to exercise and when, and what any of it costs you. One grant is enough to need that. It's where most of my equity clients start, and where most of them stay.

What separates the two is whose timeline the decision runs on. In Guidance, your decisions arrive on your schedule: a vest, a year-end deadline, a question you've been sitting on. We work them through the plan and your checkpoints, and you can message me in between. Strategy is for the year a liquidity event puts your decisions on the market's schedule instead. A tender window opens for days rather than months, several lots move at once, and the dollars are large enough that the answer has to be modeled to what it actually nets you rather than reasoned through. That's what Strategy is for, and it's usually one year rather than forever.

Not sure which fits? That's what the discovery call is for, and I'll tell you honestly if Guidance is enough.

That's what Strategy is built for, and your Liquidity Event Plan is included.

An event year runs in three parts. Before your window opens, we decide what to exercise and in what order, and what it does to your alternative minimum tax. When it opens, I map your full position lot by lot with the tax treatment of each, model two realistic paths through to what each one actually nets you after tax, and sequence the sale against your real lockup or tender dates. After it closes, I size your payments to the moves you actually made, so April is quiet rather than a surprise. If your facts move along the way, your plan gets rebuilt.

If you're in Guidance when an event comes up, you move to Strategy. We talk it through together first, and it isn't permanent. Most clients go back to Guidance the following year.

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.

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.

Usually yes, and in Guidance I handle it. I set your quarterly estimates on a safe harbor, which means paying in enough based on last year that the IRS cannot charge you an underpayment penalty. Then your Q4 projection checks the real number before the last payment is due. If you had a slower year, I will tell you to skip it rather than let you overpay and wait on a refund. If the year ran bigger, we cover it while there is still time.

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.

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.