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Not your grandfather’s CPA firm

Unmatched expertise led by ex-Deloitte trusted by the next generation of wealth creators.

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Crypto

Equity

Startups

Foreign assets

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Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
Close-up of a tree stump showing growth rings and a textured brown wood surface.

Who we serve

Specialized tax expertise

Built for the modern economy.

Crypto & digital assets

Trading, staking, DeFi, NFTs, offshore exchanges & wallets, and loss harvesting.

Tech professionals

Equity compensation, RSUs/ISOs/NSOs/ESPPs, and investment tax strategy.

Startups

Entity structuring, LLCs/S corps/C corps, QSBS, fundraising, and R&D tax credits.

Foreign assets

Overseas income, foreign investments, and immigration tax compliance.

Who we serve

Specialized tax expertise

Built for the modern economy.

Crypto & digital assets

Trading, staking, DeFi, NFTs, offshore exchanges & wallets, and loss harvesting.

Tech professionals

Equity compensation, RSUs/ISOs/NSOs/ESPPs, and investment tax strategy.

Startups

Entity structuring, LLCs/S corps/C corps, QSBS, fundraising, and R&D tax credits.

Foreign assets

Overseas income, foreign investments, and immigration tax compliance.

Who we serve

Specialized tax expertise

Built for the modern economy.

Crypto & digital assets

Trading, staking, DeFi, NFTs, offshore exchanges & wallets, and loss harvesting.

Tech professionals

Equity compensation, RSUs/ISOs/NSOs/ESPPs, and investment tax strategy.

Startups

Entity structuring, LLCs/S corps/C corps, QSBS, fundraising, and R&D tax credits.

Foreign assets

Overseas income, foreign investments, and immigration tax compliance.

Quick pick

Signature packages

Our most popular packages, built for founders and crypto investors.

See all service offerings.

Founder Accelerator

$1,450

/total

Exclusive to founders

Legal essentials

Entity choice guidance

Entity formation filing

Federal EIN (tax ID) application

State franchise tax registration

State sales tax registration

Business license registration

Business credit readiness

BOI filing (non-U.S. owners)

Finance & tax setup

Accounting system setup

Expense tracking setup

R&D tax credit tracking setup

Sales tax monitoring setup

Equity & IP protection

Cap table starter template

Operating agreement / bylaws

Founder ownership agreement

83(b) tax election (C-Corps only)

QSBS roadmap (C-Corps only)

Trademark registration readiness

Copyright registration readiness

Founder copilot

3 tax consultations included

DM your CPA anytime

$500 Founder Credit toward future tax services (no minimum required)

Government fees billed separately (varies by jurisdiction)

Book a preview

Crypto Safeguard

$690+

/tax year

1-week delivery

Legal essentials

Reconcile crypto trades against official IRS exchange reports

Correct misclassified transactions

Fix mislabels & missing cost basis

Properly classify airdrops, forks, staking, yield farming, mining

Flag and fix NFT sales

Issue corrected Form 8949

Tax-loss harvesting

Foreign disclosure

Identify hidden offshore exposure (Binance.com, KuCoin, Bybit, etc.)

File FBAR disclosures with FinCEN

IRS protection

Prepare IRS audit defense file

IRS crypto notice response included

Wallets & transactions

2 platforms included

2,000 annual transactions included

$250 per extra platform

$250 per extra 2,000 transactions

Investor copilot

1 tax consultation included

DM your CPA anytime

Start now

Leadership

Trusted advisors

Managing Partner

Managing Partner

Austin Yin

▸ Former leader at Deloitte serving Fortune 100 clients

▸ Former leader at Deloitte serving Fortune 100 clients

▸ One of the fastest to reach Deloitte management rank

▸ One of the fastest to reach Deloitte management rank

▸ Licensed CPA with unlimited representation rights

▸ Licensed CPA with unlimited representation rights

▸ Licensed Project Management Professional (PMP)

▸ Licensed Project Management Professional (PMP)

▸ American Bar Association (ABA) Tax Section Committee

▸ American Bar Association (ABA) Tax Section Committee

▸ American Institute of Certified Public Accountants (AICPA)

▸ American Institute of Certified Public Accountants

▸ Master of Professional Accountancy

▸ Master of Professional Accountancy

▸ Nonprofit board

▸ Nonprofit board

Associate Partner

Associate Partner

Kim Ashford

▸ Ex-Deloitte tax expert serving high-net-worth Individuals

▸ Ex-Deloitte expert serving high-net-worth individuals

▸ Master’s in Taxation with advanced cross-border tax focus

▸ Master’s in Taxation with cross-border tax focus

▸ LLM in Taxation

▸ LLM in Taxation

▸ American Institute of Certified Public Accountants (AICPA)

▸ American Institute of Certified Public Accountants

Senior Associate

Senior Associate

Elena Kovacs

▸ JD with focus on tax and corporate law

▸ JD with focus on tax and corporate law

▸ Skilled in entity structuring, equity compensation

▸ Skilled in entity structuring, equity compensation

▸ Experience supporting entrepreneurs and founders

▸ Experience supporting entrepreneurs and founders

▸ American Bar Association (ABA)

▸ American Bar Association (ABA)

Senior Associate

Senior Associate

Karim Nasser

▸ Master of Science in Taxation

▸ Master of Science in Taxation

▸ Specialized expertise in cryptocurrency taxation

▸ Specialized expertise in cryptocurrency taxation

▸ Skilled in S-Corp and LLC structuring

▸ Skilled in S-Corp and LLC structuring

Professionalism

Why choose us?

Absolute discipline. Absolute professionalism. Absolute results.

Unmatched expertise

We analyzed every word of the tax code, from the Revenue Act of 1913 to the One Big Beautiful Bill Act, to find all savings for you.

A hand holding a black pen, poised to write or draw on a surface.
A hand holding a black pen, poised to write or draw on a surface.
A hand holding a black pen, poised to write or draw on a surface.

Confidentiality

You’re protected by CPA client privilege, shielding your communications and tax strategy from government disclosure.

Tier-1

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A young woman with long hair smiles while standing against a green backdrop, wearing a casual dark sweater.
A smiling person with curly hair sits at a desk, looking at a laptop against a dark background.

service

Tier-1

Smiling young woman with curly hair sitting at a laptop, in front of a teal wall.
A young woman with long hair smiles while standing against a green backdrop, wearing a casual dark sweater.
A smiling person with curly hair sits at a desk, looking at a laptop against a dark background.

service

Tier-1

Smiling young woman with curly hair sitting at a laptop, in front of a teal wall.
A young woman with long hair smiles while standing against a green backdrop, wearing a casual dark sweater.
A smiling person with curly hair sits at a desk, looking at a laptop against a dark background.

service

You receive the same level of professionalism as Fortune 100 companies.

One-click refund

You get your money back, no hassle.

100% accuracy

A shiny silver trophy on a black base, symbolizing achievement and victory.
A shiny silver trophy on a black base, symbolizing achievement and victory.

0%+

0%+

Tremendous ROI

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0%+

Tremendous ROI

0%+

0%+

Tremendous ROI

Mission & values

We're on a mission…

… to democratize the strategies once exclusive to the ultra-rich, ensuring every hard-working American reclaims what’s rightfully theirs..

No surprises

Embrace clear confidence in every moment.

No excuses

Absolute accountability, no excuses given.

No shortcuts

Relentless precision, no corners cut ever.

No delays

Lightning-fast action keeps you ahead.

Mission & values

We're on a mission…

… to democratize the strategies once exclusive to the ultra-rich, ensuring every hard-working American reclaims what’s rightfully theirs..

No surprises

Embrace clear confidence in every moment.

No excuses

Absolute accountability, no excuses given.

No shortcuts

Relentless precision, no corners cut ever.

No delays

Lightning-fast action keeps you ahead.

Mission & values

We're on a mission…

… to democratize the strategies once exclusive to the ultra-rich, ensuring every hard-working American reclaims what’s rightfully theirs..

No surprises

Embrace clear confidence in every moment.

No excuses

Absolute accountability, no excuses given.

No shortcuts

Relentless precision, no corners cut ever.

No delays

Lightning-fast action keeps you ahead.

Resources & insights

Navigating complex tax policy

Contact us

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Crypto

September 10,2025

Crypto Tax in 2025: The End of Informality

Investors, founders, and professionals who act now will be prepared. Those who delay will face unnecessary risk.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Equity Comp

August 19, 2025

Strategy Beyond the Grant

RSUs, ISOs, and ESPPs remain powerful wealth drivers in tech.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

OBBBA

July 27, 2025

Hidden OBBBA Provisions You Should Know

The One Big Beautiful Bill Act (OBBBA) set to impact millions of taxpayers in 2025 and beyond.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Cases

July 1, 2025

Commissioner of Internal Revenue v. Zuch

The limits of Tax Court jurisdiction under 26 U.S.C. §6330 were sharply defined.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

IRS

June 16, 2025

IRS Audits: Precision, Strategy, and Control

In today’s enforcement environment, notices and audits are structured legal processes that demand discipline and strategy.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Cross border

June 7, 2025

Cross-Border Wealth and Immigration

Global mobility and foreign assets create opportunity, but also scrutiny.

Resources & insights

Navigating complex tax policy

Contact us

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Crypto

September 10,2025

Crypto Tax in 2025: The End of Informality

Investors, founders, and professionals who act now will be prepared. Those who delay will face unnecessary risk.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Equity comp

August 19, 2025

Strategy Beyond the Grant

RSUs, ISOs, and ESPPs remain powerful wealth drivers in tech.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

OBBBA

July 27, 2025

Hidden OBBBA Provisions You Should Know

The One Big Beautiful Bill Act (OBBBA) set to impact millions of taxpayers in 2025 and beyond.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Cases

July 1, 2025

Commissioner of Internal Revenue v. Zuch

The limits of Tax Court jurisdiction under 26 U.S.C. §6330 were sharply defined.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

IRS

June 16, 2025

IRS Audits: Precision, Strategy, and Control

In today’s enforcement environment, notices and audits are structured legal processes that demand discipline and strategy.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Cross border

June 7, 2025

Cross-Border Wealth and Immigration

Global mobility and foreign assets create opportunity, but also scrutiny.

Resources & insights

Navigating complex tax policy

Contact us

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Crypto

September 10,2025

Crypto Tax in 2025: The End of Informality

Investors, founders, and professionals who act now will be prepared. Those who delay will face unnecessary risk.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Equity comp

August 19, 2025

Strategy Beyond the Grant

RSUs, ISOs, and ESPPs remain powerful wealth drivers in tech.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

OBBBA

July 27, 2025

Hidden OBBBA Provisions You Should Know

The One Big Beautiful Bill Act (OBBBA) set to impact millions of taxpayers in 2025 and beyond.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Cases

July 1, 2025

Commissioner of Internal Revenue v. Zuch

The limits of Tax Court jurisdiction under 26 U.S.C. §6330 were sharply defined.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

IRS

June 16, 2025

IRS Audits: Precision, Strategy, and Control

In today’s enforcement environment, notices and audits are structured legal processes that demand discipline and strategy.

Close-up of lush, dark green leaves, some glossy and wet, against a muted background.

Cross border

June 7, 2025

Cross-Border Wealth and Immigration

Global mobility and foreign assets create opportunity, but also scrutiny.

FAQ

Frequently asked questions

Here are the top questions our clients ask before getting started.

Why can't I just ask ChatGPT?

AI hallucinates. Tax returns aren’t public training data, so AI error rates in tax are unusually high. AI guesses answers and can cause massive legal and financial mistakes. AI won’t protect confidentiality. You’re protected by CPA–client privilege, shielding your communications and strategy from government disclosure. AI won’t defend you. I will stand between you and the IRS. AI can’t be liable. I put my license, reputation, and fiduciary duty on the line to protect you.

Am I eligible for a refund?

General rule: clients may request a full refund up to 90 days after the payment due date. Refund policies may vary depending on the specific services provided. Please refer to the individual service agreement or contact our support team for detailed information on applicable refund terms.

Can you represent me before the IRS?

Yes. Our Premier IRS Shield covers every stage, from notice response, to audit defense, to appeals and Tax Court advocacy. You will not face the IRS alone.

Do you offer a tax refund or tax savings guarantee?

No. In compliance with IRS regulations (e.g., Treasury Department Circular 230), we cannot guarantee specific dollar-amount tax refunds or savings.

What if I realize lower savings than expected?

We employ all proven strategies to maximize your outcome, but results vary by individual circumstances.

Are additional consultations available beyond the plan?

Yes. You can book additional consultation sessions for a fee whenever you need extra guidance or deep dives.

Why can't I just ask ChatGPT?

AI hallucinates. Tax returns aren’t public training data, so AI error rates in tax are unusually high. AI guesses answers and can cause massive legal and financial mistakes. AI won’t protect confidentiality. You’re protected by CPA–client privilege, shielding your communications and strategy from government disclosure. AI won’t defend you. I will stand between you and the IRS. AI can’t be liable. I put my license, reputation, and fiduciary duty on the line to protect you.

Am I eligible for a refund?

General rule: clients may request a full refund up to 90 days after the payment due date. Refund policies may vary depending on the specific services provided. Please refer to the individual service agreement or contact our support team for detailed information on applicable refund terms.

Can you represent me before the IRS?

Yes. Our Premier IRS Shield covers every stage, from notice response, to audit defense, to appeals and Tax Court advocacy. You will not face the IRS alone.

Do you offer a tax refund or tax savings guarantee?

No. In compliance with IRS regulations (e.g., Treasury Department Circular 230), we cannot guarantee specific dollar-amount tax refunds or savings.

What if I realize lower savings than expected?

We employ all proven strategies to maximize your outcome, but results vary by individual circumstances.

Are additional consultations available beyond the plan?

Yes. You can book additional consultation sessions for a fee whenever you need extra guidance or deep dives.

Why can't I just ask ChatGPT?

AI hallucinates. Tax returns aren’t public training data, so AI error rates in tax are unusually high. AI guesses answers and can cause massive legal and financial mistakes. AI won’t protect confidentiality. You’re protected by CPA–client privilege, shielding your communications and strategy from government disclosure. AI won’t defend you. I will stand between you and the IRS. AI can’t be liable. I put my license, reputation, and fiduciary duty on the line to protect you.

Am I eligible for a refund?

General rule: clients may request a full refund up to 90 days after the payment due date. Refund policies may vary depending on the specific services provided. Please refer to the individual service agreement or contact our support team for detailed information on applicable refund terms.

Can you represent me before the IRS?

Yes. Our Premier IRS Shield covers every stage, from notice response, to audit defense, to appeals and Tax Court advocacy. You will not face the IRS alone.

Do you offer a tax refund or tax savings guarantee?

No. In compliance with IRS regulations (e.g., Treasury Department Circular 230), we cannot guarantee specific dollar-amount tax refunds or savings.

What if I realize lower savings than expected?

We employ all proven strategies to maximize your outcome, but results vary by individual circumstances.

Are additional consultations available beyond the plan?

Yes. You can book additional consultation sessions for a fee whenever you need extra guidance or deep dives.

Ready to take action?

Experience service at a level you’ve never seen before.

Get started

Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
A smiling woman with her arms crossed, standing against a dark green background. She has long, dark hair.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young man with short hair poses against a dark background, wearing a green button-up shirt.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
Close-up of a tree stump showing growth rings and a textured brown wood surface.

Ready to take action?

Experience service at a level you’ve never seen before.

Get started

Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
A smiling woman with her arms crossed, standing against a dark green background. She has long, dark hair.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young man with short hair poses against a dark background, wearing a green button-up shirt.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
Close-up of a tree stump showing growth rings and a textured brown wood surface.

Ready to take action?

Experience service at a level you’ve never seen before.

Get started

Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young woman with long hair standing against a dark green background, holding a finger to her chin.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
A smiling woman with her arms crossed, standing against a dark green background. She has long, dark hair.
Close-up of a dark green leaf showing its textured surface and central vein against a muted background.
Smiling young man with short hair poses against a dark background, wearing a green button-up shirt.
Close-up of a tree stump showing growth rings and a textured brown wood surface.
A smiling young man with crossed arms, wearing a plaid shirt and white t-shirt, poses against a dark background.
Close-up of a tree stump showing growth rings and a textured brown wood surface.