Modern wealth management for
Founders and tech employees
You have bigger fish to fry than dealing with sales tax. We fully manage it for you.
You've gone all in on a startup you think has the potential to take off.
You've gone all in on a startup you think has the potential to take off.
Combining technology and help from sales tax experts is a game changer. We do the heavy lifting, so you don’t have to.
Talk to a Financial AdvisorCompany Equity Deep Dive
Conventional wisdom says that startup equity is worthless. While most startups fail, there’s a chance your equity will become a life-changing pot of money. This guide explains how to make the most of your equity.
Qualified Small Business Stock (QSBS)
Startup founders, employees, and investors can all benefit from owning “Qualified Small Business Stock” (QSBS). QSBS refers to the tax exemption found in...
Stock Options 101
Your stock options represent the right to purchase shares of your company at a fixed price, known as the exercise price. You earn the right to exercise your...
The curated library of wealth planning resources for startup founders and employees.
Read moreBook a call today
30-minute call
sales tax expert
off your plate