Instant reminders so you never miss a deadline or overpay
Crystal-clear payment estimates tailored for RSUs, bonuses, stock sales, rental income and more
Real experts on call, no more “best guesses” or generic calculators
“I had no idea my RSUs at Google could trigger IRS penalties until I used this. Now, I know exactly what to pay each quarter—and I keep more cash in my account.”
works at Google
“They found a penalty I didn’t even know I owed on my Nvidia equity, and helped me fix it before the IRS noticed. This is the kind of proactive advice I always wanted.”
works at Nvidia
“I uploaded my paystub from Apple and got a personalized plan within 24 hours. My tax expert even showed me how to adjust my withholdings so I didn’t overpay.”
works at Apple
“With job changes and equity vests at Amazon, my taxes always felt like a guessing game. Their step-by-step plan made everything simple, and I finally feel in control.”
works at Amazon
“I used to worry about a surprise tax bill every April at Netflix. Now I get quarterly check-ins, and my taxes are on autopilot. I wish I’d found this sooner.”
works at Netflix
“The expert walked me through my stock sales at Meta and helped me avoid a $1,200 penalty. The reminders are a game changer—I never miss a deadline now.”
works at Meta
TurboTax and payroll tools use one-size-fits-all math. We analyze your actual scenario—equity, timing, state moves, and more. That’s how you avoid both IRS penalties and overpayments.
There’s a nationwide shortage of accountants, so even the best CPAs are often overwhelmed and unable to respond quickly or go deep on complex, equity-driven scenarios. It’s not that they don’t care—it’s that they’re stretched thin. We focus on proactive, event-based tax planning and fast answers, so you don’t have to wait or worry about missed savings.
Most of our clients keep thousands more in cash flow each year. We’ll show you exactly how, with every report.
Just your latest paystub, equity statements, and details of any big financial events. Fast upload, instant answers.
