When Your Financial Life Outgrows One Category.
Equity compensation is usually just the starting point. Many of my clients also have a business, a rental portfolio, or a financial life that doesn't fit in one box. I plan for it all as one connected picture.
The Same Proactive Approach. Applied to the Rest of Your Financial Life.
Kindled Planning was built for complexity. Not just equity comp complexity, the kind that compounds when your income comes from multiple directions at once. The clients on this page have built businesses, acquired properties, or simply reached a point where a generalist CPA is no longer enough.
What you'll find here is the same philosophy I bring to equity earners: proactive strategy, integrated planning, and a CPA who acts as your Personal CFO, not a seasonal filing service.
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The Equity Earner With More Going On
You're already an equity comp client, or you're here because your financial life includes equity plus something else, a side business, rental property, or a second income stream that's starting to matter.
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The Business Owner
You own or co-own a business and you've outgrown reactive tax filing. You want someone who understands entity structure, S-Corp elections, salary vs. distribution decisions, and year-end planning, not just someone who prepares your return.
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The Real Estate Investor
You own one or more properties and you're starting to think seriously about the tax strategy layer. Cost segregation, depreciation schedules, 1031 exchanges, passive income optimization, this is your section.
How We Partner
The Same Framework Tailored to Your Situation.
Across every client relationship: equity earner, business owner, or real estate investor, we use the same three-tier model. The names are consistent. What's included reflects the specific complexity you bring.
Filing
Expert preparation of your returns with a personalized video walkthrough. The right starting point for clients with a clear, defined scope.
Guidance
Everything in Filing, plus unlimited email access, an Annual Tax Savings Roadmap, a mid-year strategy session, and a Q4 tax projection so you know exactly where you stand before April arrives. For most clients, this is exactly what they need: no tax anxiety, no year-end surprises, and consistent savings over time. IRS notice protection included.
Strategy
Our highest-touch engagement. Year-round access, proactive outreach, scenario modeling, and multi-year planning. For clients whose complexity warrants and benefits from a true Personal CFO relationship.
What We Help With.
Most of what we do falls into these areas: tax planning, business consulting, CFO-level advisory, and the compliance work that underpins all of it. The six areas below reflect where our clients most often need support.
Need filing only this season?
Complex Lives Need a Clear Path Forward.
Whether you're running a business alongside your equity comp, building a real estate portfolio, or navigating a financial life that simply has a lot of moving parts, start with a Discovery Call. I'll map the complexity, identify where the opportunities are, and tell you exactly how I'd approach it.