Stop losing your
upside to taxes.
You've worked too hard for your equity to give it away. We help founders and tech employees turn complex compensation into smart, tax-efficient wealth.
Equity shouldn't feel this confusing.
You're making more than you ever have — and watching more of it disappear than ever before. Most CPAs weren't built for the way tech actually pays you.
Missed timing
You exercised the wrong tranche, the wrong year, or right before a downturn — and the IRS sent the bill.
Surprise tax bills
AMT, NIIT, double-taxed RSUs. The numbers show up in April and rewrite your whole year.
Reactive advice
Your CPA returns calls in March. Your equity decisions happen every other week.
What changes when you have the right strategy.
From overwhelmed and reactive — to clear, intentional, and in control of every equity decision.
- Reactive filings
- Surprise AMT
- Guesswork on exercise
- Generalist CPA
- Year-round strategy
- Modeled tax outcomes
- Optimized timing windows
- Specialist for tech equity
Built for the way tech actually pays.
Know when to exercise
Model ISO and NSO scenarios across tax years so you exercise at the lowest possible cost — not by gut feel.
Minimize AMT surprises
Forecast Alternative Minimum Tax in real time and structure exercises to stay below the cliff.
Plan your liquidity events
Tender offers, secondaries, IPO lockups — we map the full waterfall before the wire hits.
RSU & 83(b) strategy
Time vests, set up sell-to-cover ladders, and lock in long-term capital gains where it's possible.
QSBS qualification
Section 1202 can wipe out federal tax on the first $10M+ of founder gains. We make sure you actually qualify.
Founder & entity planning
Multi-state, S-corp salary modeling, R&D credits, and the structures real venture-backed founders need.
Real numbers. Real founders.
They saved me $312K on my ISO exercise — and actually called me before I made a mistake. My old CPA never did that.
Pre-IPO planning that paid for itself ten times over. They modeled three lockup scenarios in a week.
Finally a CPA who speaks startup. RSU vesting, AMT, QSBS — no translation required.
Three steps. Year-round clarity.
Discover
We map your full equity picture — grants, vesting, exercise history, liquidity timeline. No assumptions.
Strategize
We model multi-year scenarios across AMT, capital gains, QSBS, and state residency. You see the tradeoffs.
Execute
We file, time exercises, coordinate with your broker, and stay in your inbox the entire year — not just April.
Keep more of what you earn.
45-minute strategy session. We'll model your equity, surface the obvious wins, and show you what a year of proactive tax work looks like.