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.
