Find the right advice, right when you need it
Whether you’re starting a business, starting a family, or an employee dealing with startup equity for the first time, we have services that are tailored to your meet your goals.
Explore our services below or take the quiz to get started. Pricing is listed for each service, and your first call is always on the house.
Whether you’re starting a business, starting a family, or an employee dealing with startup equity for the first time, we have services that are tailored to your meet your goals.
Explore our services below or take the quiz to get started. Pricing is listed for each service, and your first call is always on the house.
Get expert tax help at every level
Comprehensive Tax Planning
Work with an experienced accountant to get ongoing tax-optimization guidance on your income, investments, deductions, major purchases, relocations, estate, and gifts. Includes quarterly estimated tax payments.
Tax Preparation
Get a dedicated accountant and tax team to prepare and file your household’s taxes for you to ensure your taxes are filed accurately and on time.
1-Hour Equity Tax Planning Session
A virtual one-time, one hour tax planning session with a tax advisor experienced in equity. You will review tax projections of potential equity scenarios (like exercising or selling) modeled from your specific equity grants.
Crypto Tax Preparation
Speak with an accountant with experience filing taxes for crypto, NFTs, and DeFi to help answer your crypto tax questions and ensure your taxes are filed accurately and on time.
Business Taxes
Work with an experienced tax advisor to set your business up for financial success. Includes quarterly tax estimates and annual filing.
Plan for the future of your finances
Standalone Financial Planning
Work with a Certified Financial Planner (CFP) to build a personalized financial plan based on your unique goals, milestones, and career path.
Holistic Wealth Management
In this all-in-one service, you will build a financial plan with your Wealth Manager and your Wealth Management team will actively manage your assets. From investment management to tax optimization and insurance coverage, your finances will be in good hands.
Protect your assets for now and later
Estate Planning
Create core estate planning documents, like a will or a trust, to protect assets during your lifetime and reduce tax liabilities when transferring assets.
Discover more
Are you looking for another service? We offer even more. Chat with a concierge to see how we can help.