We provide individual tax planning and preparation services for San Francisco Bay Area tech professionals and other high network individuals with a focus on stock options.  We provide more than just a tax return. The value of working with a strong tax advisor is in the planning stages. If you believe your planning needs are not being met, contact us.

Stock option planning can be difficult and high-stakes. The concepts are difficult
to understand, and the tax consequences need to be balanced
against the market risk of holding the options. 

You need an experienced CPA partner who can guide you through scenarios to
help you make the best decisions.

We help optimize your stock options based on your risk profile
We help you understand why you owe too much every year
We provide Year-round tax planning with tax return preparation
Some accountants are generalists. We focus on bay area professionals, who have a specific set of needs. Their tax lifecycle generally follows some or all of this pattern:
  • Incentive Stock options at a pre-ipo company
  • Nonqualified options or RSUs at more established companies
  • Increasing stock investments
  • Investment in property, whether its a primary residence, or rental properties
  • Angel investing, or investing in partnerships
  • Retirement planning, Roth conversions, and RMDs
We are there for you at each stage

"We have been a client of Matt for over 6 years. Matt is very knowledgeable about all tax matters and provides very high-quality advice. He has a lot of experience with Bay Area specific tax situations especially related to equity based compensation. He explains everything clearly and simplifies complex tax situations. I highly recommend Matt!"
Kaan and Elizabeth