TaxSquad is a tax planning and preparation firm with an office in Burlingame, California, and clients across the US. We work with tech professionals paid in stock and with small business owners, all year.
Jessica is an Enrolled Agent and business owner with more than 10 years of tax planning and prep under her belt. A 2012 UCI grad, she is your go-to for all things taxes, business strategy and stock comp: RSUs, ISOs, NSOs, ESPPs, you name it.
When she is not in the thick of tax season, you will find her at the gym, on a Peloton ride or on the tennis court. Smart, relatable and always up for a challenge, she is here to make taxes less taxing.
Sim has spent more than a decade helping tech professionals with equity compensation, concentrated stock positions and complex financial situations. His investment background means your tax plan fits the rest of your financial picture, from when to sell shares to how to fund retirement accounts. Sim also leads Circuit Wealth, our affiliated firm for financial planning.
A small team that knows stock comp inside out, and is easy to reach when something changes.
RSUs, ISOs, NSOs and ESPPs are most of what we do, so your vests, exercises and sales get planned, not just reported.
Documents, messages and e-signatures all live in one secure portal, and you always know who is working on your taxes.
We plan with you through the year, so the return confirms decisions you already made. Letters from the IRS or your state? Send them over and we take the stress out of them.
Our public ratings, and what reviewers bring up most often.
Average rating from 158 Google reviews, as of October 2026.
Reviewers describe the work as reliable, organized and delivered when promised.
The secure portal for uploading documents and messaging comes up again and again.
Clients mention friendly, patient explanations, even of complicated situations.
Rental income, stock sales and IRS letters are among the situations reviewers describe.
Most clients never need to visit. If you are nearby, you are welcome to.
851 Burlway Rd, Suite 306
Burlingame, CA 94010
TaxDome for documents, messages and e-signatures
Tell us about your pay, your business, or both. We will tell you whether we are a fit and what working together looks like.