Individual tax preparation made easy

Get your taxes done right.

I’ve been working with Alex for the past 6 years — and I’ve never looked back. Alex is the most knowledgeable and competent CPA I’ve ever met, and he knows the entire tax ecosystem inside and out. He is passionate about helping his clients achieve their tax goals. He’s the best and brightest in his field and you’re lucky if you become his client! – Julia Y., California individual

I am fortunate to have worked with Alex in business, personal, and non-profit tax filing, tax preparation, and tax strategy efforts. Alex is a one of a kind CPA. Not only does he bring unparalleled acumen regarding tax filings, he also has a nuanced understanding of the connected nature of tax planning, tax strategies, and personal financial planning and goals. His attention to detail, passion for getting things right, and ability to think on multiple levels quickly is best in breed. I cannot recommend Alex enough for anyone looking for high quality tax and accounting advice. Beyond these technical chops, Alex is a person you want in your life due to his kindness, warmth, and generous spirit. In our limited time on earth we all strive for investing time with great people, Alex is in the great person camp.

– Ben F., Nevada Business Owner

Tax preparation reinvented for your lifestyle

Complex taxes simplified

We help guide you through the process by providing customized information and advice, and encourage proactive conversations throughout the year, not just during tax season.

Seamless document import

We make things easier with the use of client portals, automated document gathering techniques, and other tools to reduce the amount of paperwork you need to send to us.

Personalized tax planning

We provide you with bespoke tax advice for now and in the future.

Clients we serve

Individuals with Equity Compensation

Individuals compensated with ISOs, NSOs, and RSUs have unique tax planning, tax strategy, and tax compliance needs, as well as optimization opportunities:

83(b) strategies, QSBS maximization strategies
AMT minimization and utilization needs
Overall tax minimization strategies

High Net Worth Individuals

High Net Worth Individuals have particular complexities, especially around compliance needs, that can become costly if not addressed properly

Estimated quarterly tax planning
Cash flow optimization
Complex investments and reporting requirements

Ultra High Net Worth Individuals

Ultra High Net Worth Individuals tax needs scale with the amount of income and assets they have, and are very unique to each family:

Multistate planning and reporting needs
Multiyear family tax planning needs
Multigenerational assets planning opportunities and needs

High Income Professional

Whether you are a law firm partner, a medical professional (doctor, dentist, private practice owner) or a finance professional, there are unique complexities that require careful planning:

Multistate planning and reporting needs
Multiyear family tax planning needs
Estimated quarterly tax planning with cash flow factored in