We combine elite CPAs with an AI-powered tax platform to streamline compliance, optimize equity, and plan ahead so you can avoid costly mistakes and stay focused on growth.
VC-backed startups and bootstrapped tech companies
Foreign startups expanding into the U.S.
Founders, executives, and employees with equity
Angel investors navigating early-stage deals
Finance and ops leaders with global teams
From your first funding round to a potential exit, our strategies grow with you, covering compliance, equity planning, and tax optimization at every stage.
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C-Corp filings to keep investors confident
Integrated business + personal filings for a complete picture, ensuring optimization at both levels
Maximize deductions on R&D, software, hardware, and growth investments
ISOs, NSOs, RSUs, QSBS, 83(b), and SAFE/409A guidance
Predictable cash flow and no April surprises
Dstributed teams and offshore subsidiaries made simple
Tax strategy for raising capital, secondary sales, or M&A
Automated tracking of compliance, deadlines, and other tax events on our platform, backed by senior CPA oversight
