Full-service taxes for ambitious earners

Tax planning that keeps up with your income. Expert CPAs. Modern software you expect. Zero surprises. Zero hassle.

Serving 500+ professionals at leading tech companies
Year-round quarterly tax planning included

Trusted by professionals at iconic companies

Your tax situation isn't simple. 
We decode what others miss.

Fifteenth combines tax expertise from Big Four and elite firms with a fully integrated, AI-powered platform. The result: precise returns, proactive planning, and complete visibility. We handle the complexity so you don't have to.

$1,200
tax savings
  • RSU sale timing
  • Capital loss utilization
  • HSA undercontribution adjustment
$17,000
tax savings
  • Stock option exercise timing
  • Married filing separately strategy
$15,000
tax savings
  • 401(k) pre-tax contribution maximization
  • HSA contribution maximization
  • Pre-tax vs Roth allocation
$15,000
tax found deductions
  • State-specific 529 treatment
  • HSA contribution Dependent care contributionsmaximization
$25,000
tax savings
  • Appreciated stock donation
  • Qualifying stock disposition
  • Acceleration of donation strategy ahead of 2026 law change
$175,000
tax savings
  • Donor-advised fund contribution
  • ISO exercise timing optimization
  • High-income year timing strategy
$35,000
AMT reduction
  • Marriage filing and dual state residency strategy
  • ISO/NSO exercise timing
  • High-income year timing Backdoor Roth conversion
traditional cpa
01
Expertise
Built for equity & complexity
Generalist approach
02
Technology
Intelligent automation, zero friction
Manual back-and-forth
03
Service
Proactive year-round planning
File and forget
04
Pricing
Flat annual fee
Hourly billing, no cap
01
Expertise

Built for equity & complexity

TRADITIONAL CPA

Generalist approach

02
Technology

Intelligent automation, zero friction

TRADITIONAL CPA

Manual back-and-forth

03
Service

Proactive year-round planning

TRADITIONAL CPA

File and forget

04
Pricing

Flat annual fee

TRADITIONAL CPA

Hourly billing, no cap

Built by tax experts from the world's best firms.

Our team brings decades of experience from Big Four and elite firms, specialized in equity compensation and complex tax situations.

Previously at
No items found.

Laura Moreno

Co-founder, Chief Tax Officer

Certified Public Accountant

12+ years experience

Jim Carroll
Previously at
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Jim Carroll

Senior Tax Advisor

Juris Doctor, Attorney in New York

7+ years experience

Jason Hoffman
Previously at
No items found.

Jason Hoffman

Tax Advisor

Certified Financial Planner®, Enrolled Agent, and Equity Compensation Associate

8+ years experience

Sam Patrone
Previously at
No items found.

Sam Patrone

Tax Advisor

6+ years experience

Jonathan Linciome
Previously at
No items found.

Jonathan Lincicome

Tax Analyst

Enrolled Agent

4+ years experience

Ben Davidson
Previously at
No items found.

Ben Davidson

Tax Analyst

Certified Public Accountant

5+ years experience

This is what a modern CPA relationship feels like.

One portal. One team. Everything handled. This is what it feels like when your CPA actually proactively manages your taxes.

We handle the paperwork hassle

Upload what you have, link your accounts, or let us track it down. We take care of all the grunt work so you don't have to think about it.

Unlimited access, zero guilt

Flat annual fee means you can message your CPA without calculating the cost per question.

Total transparency

See your return status, next steps, and timeline. No more black holes.

AI that catches what others miss

Our AI platform works alongside your tax team to scan for thousands of potential issues. You get the judgment of world class human expertise with the precision of automation.

We handle the paperwork hassle

Upload what you have, link your accounts, or let us track it down. We take care of all the grunt work so you don't have to think about it.

Unlimited access, zero guilt

Flat annual fee means you can message your CPA without calculating the cost per question.

Total transparency

See your return status, next steps, and timeline. No more black holes.

AI that catches what others miss

Our AI platform works alongside your tax team to scan for thousands of potential issues. You get the judgment of world class human expertise with the precision of automation.

Trusted by professionals across tech and finance.

"Fifteenth has made my life so much easier as a VC. The process is smooth and my dedicated team handles all of my K1s without any hassle. With Fifteenth, I don’t have to worry about a thing."

General Partner, Venture Capital Firm

"Fifteenth helped me easily navigate ISO exercises by building a model to weigh the pros and cons of various scenarios. Throughout the year, they’ve also been proactive in helping me estimate my tax obligations and stay on top of quarterly payments. Would highly recommend them!"

Software Engineer, Public Tech Company

"I love that we do proactive tax planning and tax estimates so that there’s no surprises at filing time. I know exactly what I’m going to owe and have time to adjust strategy before the year ends. "

Founder

"My tax advisor was thorough and responsive. They answered all my questions and explained in very clear terms. Professional and timely responses from high quality CPAs."

Head of Growth, Series D Startup

"I needed on demand help and your team was responsive throughout. Not only did you provide quick advice, but you were professional, timely, and thoughtful. It was so hard to ask my accountant these questions before. "

Software Engineer, AI Research Lab

"I don’t have the time and energy to optimize my entire tax picture with options, RSUs, and AMT carryforwards. The Fifteenth team are truly experts at building tax strategies for equity comp. "

People Leader, Series C Startup

"This is the future. The portal is user friendly, tech forward, and made doc upload super easy. I can see exactly where everything is in the process. Having a real CPA in the loop when I need them is great."

Director of Product, Public Tech Company

Everything included. 

One flat fee.

Annual tax prep, quarterly planning, and equity advisory — all included in your personalized plan. 
No hourly billing. No surprise charges.

Client Profile

Ramping Up

  • Joined a company with 
equity compensation
  • W-2 and RSUs are main income
  • Might work across a few states
  • Want proactive planning to avoid year-end surprises

Client Profile

Inflecting

  • Facing an IPO, tender offer, or ISO exercise decisions
  • Run a side business or manage a rental property
  • Tax moves feel high-stakes

Client Profile

Diversifying

  • Receive complex income from multiple K-1 sources, side businesses, or rental properties
  • High velocity crypto and 
brokerage trading
  • Tax return feels like a second job
Get your price in 2 minutes

Flat annual pricing. Determined instantly after your account setup and survey.

Frequently asked questions

How does pricing work and what's included?

We charge a flat annual fee based on your situation's complexity. Your personalized quote includes everything: federal and state filing, quarterly tax estimates, unlimited year-round advisory with your CPA, portal access, and equity compensation planning. No hourly billing, no surprise charges.

How do you help with equity compensation and quarterly taxes?

We specialize in equity complexity: ISO/NSO exercise timing, AMT calculations, tender offer analysis, and liquidity event planning. Our cofounder founded the tax advisory group at Carta, so we understand your situation deeply. We also calculate quarterly tax estimates four times per year and notify you before deadlines to avoid penalties and surprises.

Do you provide comprehensive financial planning or wealth management?

No, we're laser-focused on tax advisory and filing. We don't offer investment advice, portfolio management, or business structure execution. Many of our clients pair us with a separate financial advisor, which works really well. Our expertise is in navigating tax complexity-especially for those with equity compensation, liquidity events, or quarterly payment obligations.

My income is not complex. Can you help me reduce my taxes?

If your primary source of income is reported on your W-2 and you're already maxing your 401(k), HSA, and IRA, there's limited additional tax optimization available. We specialize in complexity-examples include stock option timing decisions (ISOs, NSOs), liquidity events (tender offers, IPOs), quarterly payment planning, K-1s, and multi-state income.

Security built for how you work.

We protect your data with the same enterprise-grade security standards you expect from modern software. Bank-level encryption, SOC 2 compliance, and secure infrastructure throughout—so you never have to wonder if your information is safe.

SOC 2 Compliant Infrastructure

Bank-Level Encryption

Secure Document Portal

Flat annual pricing. Determined instantly after your account setup and survey.

Get your price in 2 minutes