Tax Services for Tech Executives
Moves between California, Oregon, and Washington come with relocation stipends, stock refreshers, and complex residency rules. We interpret it all so your return reflects each state correctly and you keep more of every vest and bonus.
From ISO exercises to short-term rentals and crypto trades, send questions as they happen. You receive next-business-day tax guidance with clear action items for you and, if needed, your financial advisor. If the IRS reaches out, John is your Enrolled Agent admitted to practice under Circular 230 and handles every response.
Next-Business-Day Executive Support
Reach out after a vest, relocation meeting, or home closing. We respond by the next business day with what to update, how much to set aside, and which documents to save—and we represent you with the IRS whenever a notice or audit appears.
Stock Option & RSU Strategy
We map vesting schedules, supplemental withholding, and potential AMT exposure so equity compensation works for your long-term goals.
Relocation & Home Sale Planning
Buying in Washington after selling in California or Portland? We align moving benefits, cost-of-living adjustments, and capital gains timing for a smooth transition.
Rental, Airbnb & Investment Tracking
Short-term rentals, brokerage accounts, and crypto positions flow into a single plan that keeps quarterly estimates and retirement contributions on track.
Process: High-Touch Planning for Busy Careers
Our approach keeps your household on the same page year-round, whether you are negotiating a new offer, relocating, or planning a sabbatical:
Relocation & Equity Onboarding
We review the offer letters, relocation packages, severance details, and equity portal information you provide to ensure the tax treatment is correct. You leave with a personalized tax roadmap and a next-business-day communication channel.
Quarterly Strategy Huddles
Every quarter we sync on upcoming vests, home projects, rental income updates, and charitable plans so estimated taxes and retirement contributions stay optimized.
Coordinated Filing & Future Planning
We prepare multi-state returns, track carryovers, and model retirement or financial independence scenarios so you know the tax impact before you act.
Need to loop in your financial planner or mortgage broker? We provide clear tax summaries they can use and document every decision.
Your tax plan stays aligned with corporate benefits, family goals, and the unique opportunities that come with leading a high-growth tech career on the West Coast.