TaxSquad

Tax Planning & Preparation

For Tech Professionals & Small Businesses

Trusted by tech professionals

PROCESS

How it Works

We make tax prep easy and tech-friendly

Reach Out

Fill out the contact us form or call us to get started.

Streamlined Setup

If we are a fit, we’ll set you up on our secure and user-friendly client portal.

Upload Your Docs

Drag, drop, and upload your tax documents with ease.

Effortless Prep

We handle the heavy lifting—accurately preparing your return while you focus on what matters.

Review and E-File

Review your return online, sign electronically, and we’ll take care of the e-filing

SERVICES

What We Do

Tax Planning for Tech Professionals

Empowering you to make informed financial decisions and minimize tax liability through:

Stock Option Strategies: Guidance on exercising ISOs, NSOs, and RSUs while optimizing for tax efficiency.
Alternative Minimum Tax (AMT) Insights: Proactive planning to navigate AMT implications and avoid surprises.
Year-Round Tax Optimization: Aligning your financial moves—stock-based compensation vesting, exercise, and sales; promotions; bonuses; and relocations—with tax-saving strategies tailored for you. Maximize deductions, minimize AMT exposure, and plan for capital gains efficiently.

Tax Preparation Made Simple

We specialize in simplifying complex tax scenarios for tech professionals, ensuring accuracy and maximizing your benefits:

Comprehensive Return Preparation: Expertly handling multi-faceted returns for individuals with diverse income streams.
Stock Option Reporting: Accurate reporting for ESPPs, ISOs, NSOs, and RSUs to minimize tax burdens.
Real Estate Income: Managing rental property deductions and depreciation for optimal outcomes.
Partnership Income: Navigating K-1 forms and partnership tax implications with precision.
Transparent, Stress-Free Process: A streamlined approach that lets you focus on what you do best while we handle the complexities.

We’ve Got You Covered for IRS and State Letters

Got a tax notice? Don’t sweat it—we’re here to help:

Quick Action: Send us the letter, and we’ll handle it ASAP.
Expert Problem-Solving: Whether it’s an audit, payment issue, or clarification, we’ve got the know-how to sort it out.
Clear Updates: We’ll break down what’s happening and keep you in the loop every step of the way.