Tax and financial planning with Nino
A CPA and CFP 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 consultationThe people behind your plan
Meet the professionals who provide Nino’s financial and tax services.
Levi Larsen, CFP
Founding Financial Planner
More than a decade advising families, at Charles Schwab, Edelman Financial Engines, and Beacon Pointe. Plans retirement, equity compensation, and the big life decisions.
Shehan Chandrasekera, CPA
Head of Tax Strategy
Runs tax strategy at both CoinTracker and Nino, and is one of the few CPAs nationally recognized as an expert in cryptocurrency taxation. One of 12 people the US Treasury selected to testify on digital asset broker regulations, and frequently quoted by Bloomberg, Reuters, and CoinDesk.
Warren Wu, CPA
Nino Tax Lead
Nino's tax lead, with 10 years of tax-advisory experience on complex individual and business returns. Also spent 5 years building tax software that was acquired.