Tax and financial planning services
Flat-fee CPA and CFP services for taxes and financial planning in one membership. Specialty landers cover RSU tax, equity compensation, ISO AMT, crypto tax planning, and post-liquidity when those are the first question. Start a one-year membership by August 31, 2026 and get $500 off your first year. Every plan has a 30-day money-back guarantee.
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RSU tax advisor
Book a demo with a flat-fee RSU tax advisor. Plan vesting, the 22% withholding gap, and sell-to-cover with a dedicated CPA and CFP from $2,000/year.
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Equity compensation advisor
Book a demo with a flat-fee equity compensation advisor. One hub for RSUs, ISO AMT, post-liquidity, QSBS, and the RSU tax calculator. CPA and CFP from $2,000/year.
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ISO AMT planning
Book a demo for ISO early exercise vs wait and AMT cash planning. Model incentive stock option exercises before you click exercise, with a flat-fee CPA and CFP from $2,000/year.
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Crypto tax CPA
Book a demo for crypto tax planning, not filing alone. CoinTracker bridge plus a flat-fee CPA and CFP who stack crypto with W-2 and RSU years, from $2,000/year.
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Flat-fee CFP and CPA
Book a demo for a flat-fee CFP and CPA. One annual fee from $2,000, never a percentage of assets. Dedicated team, year-round tax planning.
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Post-liquidity planning
Book a demo for post-liquidity planning after an IPO, tender, or secondary. Taxes, diversification, and cash with a flat-fee CPA and CFP from $2,000/year.
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Tax and financial advisor
Book a demo for a tax and financial advisor team. Flat-fee CPA and CFP coordination when separate advisors leave gaps, from $2,000/year.
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Start with tax and financial advisor or flat-fee CFP and CPA . Specialty paths: equity compensation advisor , RSU tax advisor , ISO AMT planning , crypto tax planning , and post-liquidity planning . Try the RSU tax calculator , book a demo , or see $500 off through August 31 . Full membership details on pricing , experts , and comparisons .
Not sure where to start?
Book a free 25-minute demo. You'll leave with a clear read on where you stand and which service and plan tier fit. Start a one-year membership by August 31, 2026 and get $500 off your first year. Every plan has a 30-day money-back guarantee.
Book a demo See $500 off through August 31