If you have a 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.
Given our focus on equity compensation, a large percentage of our clients work in tech. We dispense with antiquated procedures, and use a suite of secure, tech-forward platforms to create a seamless and intuitive client experience.
Our commitment to offering a strategic tax perspective entails radical honesty. If we can't add value at a multiple of our fee, we'll candidly disclose this, and refer you to do-it-yourself resources. The vast majority of the population does not need a tax advisor. We're proponents of education, and ethically committed to a world where only those who truly need tax services pay for them.
The subset of tax attorneys - who specialize in Code Section 409A and equity compensation - often focus solely on company-wide compliance and administration issues for the equity compensation plan as a whole. Our perspective focuses on the strategies individual grantees use to extract the most value from their equity awards.
In popular media, Jack has been quoted on tax issues for equity compensation, including in articles appearing in the LA Times, Fortune, US News, Business Insider, and Venture Beat.
We calibrate expectations by using flat fees. We're also willing to stand by the tax positions we take for you, and collaborate with other members of your advisory team - estate planners, corporate and securities counsel, financial advisors, and others.