Who I Serve
Built for high earners with a real tax problem.
- Sales Professionals
Full-cycle AEs, enterprise reps, and SaaS sellers with OTE north of $150K and income that swings year to year.
- Tech Employees with Equity
RSUs, options, and ESPP that add complexity to your tax picture and require a coordinated vesting strategy.
- Millennials Building Wealth Intentionally
You're not looking to hand your money to someone and forget it. You want to understand the strategy and own it.
$30K+
The average amount a high earner overpays in taxes annually due to lack of proactive planning.
37%
The federal marginal rate your commissions and bonuses are likely hitting without a mitigation strategy.
10 yrs
The compounding gap between people who started a real tax strategy at 30 and those who waited until 40.