Technology clients often navigate equity compensation — ISOs, NSOs, RSUs, and early-stage stock — alongside entity formation, R&D considerations, and the transition from founder salary to profitable operations.

We help startups select entity structure at formation, manage cap-table-related tax questions, and plan around vesting schedules and liquidity events. For employees and founders alike, multi-year modelling prevents surprises at exercise or sale.

Bookkeeping and business returns are structured for companies preparing for investment, scaling headcount, or moving from loss years into profitability. Planning is proactive — built before transactions, not after.

Engagements are delivered remotely nationwide, with in-person meetings in California by appointment.