Jessica Dhillon, EA

Jessica Dhillon is an Enrolled Agent and business owner with over 10 years of tax planning and prep under her belt. A 2012 UCI grad, she’s your go-to for all things taxes, business strategy, and stock comp—RSUs, ISOs, NSOs, ESPPs, you name it.

When she’s not in the thick of tax season chaos, you’ll find her sweating it out at the gym, crushing Peloton rides, or hitting the tennis courts. Staying active keeps her sane during the madness.

Smart, relatable, and always up for a challenge—she’s here to make taxes less taxing.

Sim Bachal, CFA, CFP®, MBA

Sim is a tax strategist with over 10 years of experience helping tech professionals optimize their tax strategies. Specializing in tax planning and preparation, equity compensation, and navigating complex tax situations, Sim ensures his clients minimize liabilities and maximize opportunities. Outside of work, he stays fit and energized through the gym, Peloton, swimming, or enjoying walks outdoors.