Tax and financial planning with Nino
A CPA and Financial Planner who plan your taxes, investments, and retirement together, with AI software that keeps your plan current all year.
Your financial plan
Our areas of expertise
Expert guidance across every part of your financial life, all working together.
Investment planning
Match your portfolio to your goals, timeline, and taxes before you buy or sell.
What is investment planning?Tax planning
Year-round tax planning, with federal and state returns prepared by our CPA team.
What is tax planning?Retirement planning
Set a retirement target, map your income sources, and plan tax-smart withdrawals.
What is retirement planning?Estate planning
Keep beneficiaries and account ownership aligned with your attorney’s estate plan.
What is estate planning?Real estate planning
Decide whether to buy, keep, rent, or sell with the full cost and cash impact in view.
What is real estate planning?Equity compensation planning
Plan RSU, ISO, and NSO exercises and sales around taxes, cash, and concentration risk.
How is equity compensation taxed?Cash flow planning
Track spending, plan for upcoming bills, and choose where your next dollar goes.
What is cash flow planning?Not sure where to start?
Share your goals in a free call and walk away with an insight, whether you sign up with Nino or not.
Book a free consultationNationally recognized experts in your corner
Work directly with a dedicated CPA and Financial Planner team. They bring decades of experience from leading financial institutions, have advised the IRS and U.S. Treasury, and have been featured in Bloomberg and Forbes.
Shehan Chandrasekera, CPA
Head of Financial Services
1 of 12
experts selected to testify on Treasury digital asset rules.
40 Under 40
CPA Practice Advisor honoree.
Advising the IRS
Recently appointed to a three-year term advising the IRS.
Levi Larsen, CFP
Founding Financial Planner
Charles Schwab VP
then Director of Financial Planning at Edelman.
10+ years
helping individuals and families plan their finances.
CFP professional
Holds the Certified Financial Planner designation.
Warren Wu, CPA
Tax Lead
1M+ returns
processed by the Column Tax software he helped build.
10+ years
on complex tax returns, including at Sax LLP.
Master’s in taxation
from Baruch College.