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.