About Us
About
Trust and Transparency
Innovative and Trusted Tax Partner
Allegoriq is a tax planning boutique focused exclusively on stock options and equity compensation. Clients engage Allegoriq to provide actionable ways to extract the most value from their equity awards.
Featured Insights
Jack Meccia, Managing Director of Allegoriq, has been quoted on stock options and tax strategy by Carta, the Los Angeles Times, and Fortune. He currently serves on the product advisory board for Blue J Legal, a company that applies machine learning and AI to tax law.
Jack Meccia, Managing Director of Tax Strategy
Prior to forming Allegoriq, Jack advised hundreds of early technology employees on maximizing their equity awards through sound tax strategy. He then formed Allegoriq to address this unmet need for early employees and executives at technology companies – impartial and strategic tax advice with a personalized feel and exceptional service.
Jack earned his JD degree from the ASU College of Law, where his emphasis on tax included a research assistantship with a professor of tax law. With his undergraduate education in philosophy and economics, he graduated Magna Cum Laude from The College of New Jersey and was the sole recipient of the philosophy department’s faculty award.
Jack is admitted to practice before the Internal Revenue Service as an IRS Enrolled Agent, and provides tax services to the extent of Circular 230 and the regulations thereunder.
Jack Meccia, Managing Director of Tax Strategy
Prior to forming Allegoriq, Jack advised hundreds of early technology employees on maximizing their equity awards through sound tax strategy. He then formed Allegoriq to address this unmet need for early employees and executives at technology companies – impartial and strategic tax advice with a personalized feel and exceptional service.
Jack earned his JD degree from the ASU College of Law, where his emphasis on tax included a research assistantship with a professor of tax law. With his undergraduate education in philosophy and economics, he graduated Magna Cum Laude from The College of New Jersey and was the sole recipient of the philosophy department’s faculty award.
Jack is admitted to practice before the Internal Revenue Service as an IRS Enrolled Agent, and provides tax services to the extent of Circular 230 and the regulations thereunder.
Joe Meccia, Managing Director of Tax Planning
Joe helps high net worth taxpayers and their advisors navigate tax considerations related to equity compensation. He joined Allegoriq in 2022 after spending the past ten years of his career in valuation and transaction advisory roles at KPMG and Blackstone Credit (formerly GSO Capital Partners).
Joe has significant experience valuing early-stage companies and works closely with clients to anticipate tax planning opportunities arising from inflection points in the value of their equity awards.
Joe earned his degree in finance from The College of New Jersey. He is admitted to practice before the Internal Revenue Service as an IRS Enrolled Agent, and provides tax services to the extent of Circular 230 and the regulations thereunder.
Joe Meccia, Managing Director of Tax Planning
Joe helps high net worth taxpayers and their advisors navigate tax considerations related to equity compensation. He joined Allegoriq in 2022 after spending the past ten years of his career in valuation and transaction advisory roles at KPMG and Blackstone Credit (formerly GSO Capital Partners).
Joe has significant experience valuing early-stage companies and works closely with clients to anticipate tax planning opportunities arising from inflection points in the value of their equity awards.
Joe earned his degree in finance from The College of New Jersey. He is admitted to practice before the Internal Revenue Service as an IRS Enrolled Agent, and provides tax services to the extent of Circular 230 and the regulations thereunder.
Unlocking Exceptional Value
Allegoriq collaborates directly with their clients’ private banks, financial advisors, estate planners, corporate and securities counsel, and other advisors, to unlock exceptional value.
Community & Philanthropy
Within the community, Allegoriq partners with organizations that educate employees at pre-IPO and newly-public companies on tax-aware charitable giving, and Allegoriq gives 1% of revenue to tech-focused climate initiatives.
Unlock the Value of Your Stock Options.
What Sets Allegoriq Apart
Strategic
We use strategic tax planning to extract the most value from your equity compensation awards. For your pending transaction, secondary sale, or IPO with a sensitive deadline, you need a forward-looking tax strategy. We’re focused on helping you prepare for these pivotal moments.
Tech-Focused
Given our focus on equity compensation, a majority of our clients work in tech. We specialize in advising early employees and executives in this industry with equity awards, using a suite of secure, tech-forward platforms to create a seamless and intuitive client experience.
Transparent
Honesty and transparency ensure that we act in the best interests of our clients. We do not receive placement fees and we propose solutions that are truly the best fit for you. The structure of our advisory relationship ensures that our incentives are directly aligned with yours.
Trusted
Many clients are referred to us by other clients and advisors who value our relationship. Jack Meccia, Managing Director, has been quoted on tax issues for equity compensation in the LA Times, Fortune, US News, Business Insider, and Venture Beat.