Our firm focuses on tax preparation and planning for individuals in the San Francisco Bay Area. We have developed a deep focus on Stock Option planning to meet the needs of technology professional clients. After starting this firm, we quickly discovered that there was a lot of confusion around equity-based compensation common to the Bay Area, and that people were not finding the answers they needed online or from their local CPA. We made it our mission to fix this problem for our clients.
Matt Grodin CPA Matt was a Senior Manager in the tax group at Deloitte, a big-4 accounting firm, advising many of the largest firms in the Bay Area. He earned his BA in Business Economics from UC Santa Barbara and an MBA with a Finance emphasis from UC Davis. He earned his CPA in 2002, and is a member of the American Institute of CPAs (AICPA) . Matt, his wife Lena, and their two children live in San Carlos.
Irina Lehew CPA Irina earned her BA in Managerial Economics from UC Davis and a certificate of Advanced Accounting Proficiency from Santa Clara University. Irina earned her CPA in 2020. Prior to switching to tax and accounting work, Irina worked as a senior product manager at FactSet in the financial technology space supporting clients such as Franklin Templeton, Fisher Investments and Dodge & Cox. Irina, her husband Michael and their two children reside in Belmont. Meg Nickelson Meg joined our team in 2018. She has enjoyed learning the business and helping our clients. She handles billing, scheduling, email correspondence and administrative duties. She plays an integral role in our daily operations during tax season to assist in our firms success. Meg earned her BA from San Francisco State University in 2003. She is a Bay Area local and lives on the coast with her family.
