There's a gap between the standard investment advisor and your tax professional.

This gap costs you time, money, and peace of mind.

To close this gap, we offer proactive tax planning and investment strategies to tech professionals and consultants.

your
biggest questions

Are We Going to Have a Big Tax Bill?

Tax efficient moves for big life transitions

Should I Exercise My Stock Options?

Strategies for RSUs, NSOs, and ISOs

Do I Own Too Much of One Stock?

Dealing with large, earned or inherited, stock positions

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