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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, year-round advisory with your CPA, platform access to message us anytime, guidance for estimated quarterly payments, and equity compensation planning. No hourly billing, no surprise charges.

How do you help with equity compensation and quarterly taxes?

Our team specializes in equity decisions: ISO/NSO exercise timing, AMT calculations, tender offer analysis, and liquidity event planning. We also determine whether you need to make estimated quarterly tax payments 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 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 income is primarily W-2 and you're already maxing your 401(k) and HSA, there's limited additional tax optimization available.

How does the service work throughout the year?

You'll work with our team of CPAs via our platform. We handle your annual filing and connect quarterly for proactive planning. This includes reviewing your situation, calculating estimates, and identifying tax-saving opportunities. Message us anytime; we're responsive year-round, not just during tax season.

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