Foundation
$2,997/year
Self-employed and early owners, $75k–$250k income
- Two strategy sessions a year
- Written tax plan with specific actions
- Entity and S corp election analysis
- QBI and retirement contribution strategy
- Quarterly estimate calculations
Tax strategy and bookkeeping for tech professionals & high earners
You're paid in stock. Keep more of it when it vests, sells and grows.
What you're dealing with, and what changes
RSUs, ESPP and options create tax bills that payroll never fully withholds, and Washington adds its own capital gains and estate taxes. We plan your vests, sales and giving through the year, so April holds no surprises and your equity becomes wealth on purpose.
A tax bill every April because RSUs were only withheld at 22%
A vest-by-vest withholding plan, so the tax is paid as you go
Most of your net worth in one company's stock
A multi-year sell-down that uses Washington's capital gains deduction each year
Not sure whether exercising options will trigger AMT
AMT modeled before you exercise, not after
Giving to charity in cash
Gifts of appreciated shares or a donor-advised fund that skip capital gains tax
An estate plan built around the federal exemption only
Coordination with your attorney on Washington's $3 million exclusion
Tech professionals & high earners, including:
- Engineers, product and data leaders with RSUs
- Executives and directors with options and performance shares
- Early startup employees with ISOs
- Dual-income tech households
- Founders and employees after a liquidity event
- Households near Washington's $3 million estate tax threshold
Straightforward, fixed pricing.
Growth
$5,997/year
Owners and investors, $250k–$1M income, 1–5 properties
- Four strategy sessions a year
- Mid-year projection and adjustments
- Cost segregation, REPS and STR analysis
- 1031 and capital gains planning
- Multi-entity structuring
Advanced
$10,997/year
$1M+ income, 5+ properties, or a sale on the horizon
- Monthly strategy sessions
- Multi-year income timing and deferral
- Exit, M&A and QSBS planning
- Estate and succession coordination
- IRS correspondence strategy
Book a free 30-minute call
Tell us what your numbers are doing and what's worrying you. You'll leave knowing what to do next, whether or not we work together.