The experts behind your plan

Shehan is one of the few CPAs nationally recognized as an expert in cryptocurrency taxation. He serves as Head of Tax Strategy at CoinTracker, the largest crypto tax software company in the US, and Nino. He is also a Forbes Senior Contributor covering tax issues and a CPE instructor.

In addition to digital assets, Shehan has extensive experience advising high-net-worth individuals on tax planning, equity compensation, including ISO and NSO stock options, and complex ownership structures, including LLCs, S corporations, and partnerships.

His work has earned multiple honors, including CPA Practice Advisor's 40 Under 40, Outstanding Young CPA of the Year, Rising Star of Texas, and recognition by Accounting Today as one of the professionals shaping the future of accounting.

A highly sought-after speaker, Shehan has presented for Google, Coinbase, Square, Consensus, CoinDesk, Lyft, the AICPA, the American Bar Association, and numerous state CPA societies.

He was also one of 12 individuals selected by the US Treasury to testify on digital asset broker regulations and is frequently quoted by Bloomberg, Reuters, and CoinDesk on crypto tax developments.

Warren is a seasoned CPA with a career defined by a rare duality: a decade of high-level tax advisory and five years at the bleeding edge of financial technology. This background allows him to bridge the gap between traditional tax strategy and the modern digital economy, providing clients with insights that are both technically rigorous and forward-thinking.

Prior to founding his own practice, Warren spent 10 years as a Tax Advisor, where he specialized in income tax compliance and strategic planning for a diverse portfolio of individuals and businesses, with particular depth in equity compensation (ISOs and NSOs) and pass-through entity taxation. His deep understanding of the IRC and multi-state tax complexities earned him a reputation as a trusted partner for clients navigating high-stakes financial decisions.

Warren's expertise was further refined during his five years at a high-growth fintech startup, where he served as a key architect in building an automated, API-first tax engine. By translating complex federal and state tax laws into scalable software logic, he helped democratize access to tax optimization for millions of users. This experience gave him a "behind-the-scenes" look at how tax data flows through the modern banking ecosystem, allowing him to offer unique guidance on tax automation, embedded finance, and data-driven planning.

Today, Warren leverages this 15-year pedigree to serve clients who require more than just a historian of their past finances. He acts as a proactive strategist, helping founders, tech employees, and business owners optimize their tax positions in an increasingly automated world.

Levi is a Certified Financial Planner with more than a decade of experience in strategic wealth management, guiding individuals and families through long-term financial strategy.

Before Nino, Levi spent nearly four years as a Senior Wealth Advisor at Beacon Pointe and two years as Director, Financial Planning at Edelman Financial Engines. He began that stretch with more than five years at Charles Schwab, where he was a Vice President and Financial Consultant.

At Nino he is the financial product architect behind the AI agents that scale tax and financial planning, translating the judgment a planner brings to a client conversation into guidance that holds up at scale.

He holds the Certified Financial Planner designation and studied at Brigham Young University. He is based in the San Francisco Bay Area.