Watershed financial decisions demand a sense of urgency. If you have a pending transaction, secondary sale, or IPO with a sensitive deadline, we'll be extremely responsive. As with all tax advisors, we're busy during tax season. But planning and pending transactions always take precedence.
Given our Palo Alto location and 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 or CPA. We're proponents of education, and ethically committed to actualizing 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 - quite literally. Included in every engagement is automatic representation before the IRS up to and including the offer-in-compromise stage. If you're audited or receive a tax notice for a year we prepared and signed the tax return, we'll act as your Power of Attorney with the IRS.