Mission

We use strategic tax planning to help you extract the most value from your equity compensation awards. 


We proceed from the mindset that a tax advisor's role ought to transcend rote compliance work, which has become increasingly automated. 


When your equity compensation merits tax planning, we're ideally suited to meet your needs. The influential and oft-cited Judge Learned Hand captures our sentiment:


Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury; there is not even a patriotic duty to increase one's taxes. 

Gregory v. Helvering, 69 F.2d 809, 810 (2d Cir. 1934)




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