Wealthwise Tax Advisors

Wealthwise Tax Advisors company information, Employees & Contact Information

We are a passionate team to help you optimize taxes, invest in yourself and build lasting legacies of wealth and opportunity. Tax planning is often neglected when it comes to equity compensation. Most companies treat RSUs as supplemental income, which means withholding much less tax. This gap can result in tech employees owing substantial amounts to the IRS after a vest. Though there are many tax instruments that can benefit tech employees, finding an accountant who can structure a tax plan around equity compensation can be difficult. We served 15K+ tech employees in Silicon Valley for over the past decade. We help you with individual income tax preparation and planning. We enable you to take the most informed decisions around option exercises and share sales. Our Expertise: Tax guidance. Tax optimization. Employee stock options. Immigrants with cross-border tax considerations. Our Values: Trust Customer Happiness Team Happiness We understand your busy life. We offer flexibility of either fully remote tax filing or in-person appointments or anywhere in between, using modern digital tools of the trade - all tools that you are accustomed to !
Looking for a particular Wealthwise Tax Advisors employee's phone or email?

Wealthwise Tax Advisors Questions

Top Wealthwise Tax Advisors Employees

Free Chrome Extension

Find emails, phones & company data instantly

Find verified emails from LinkedIn profiles
Get direct phone numbers & mobile contacts
Access company data & employee information
Works directly on LinkedIn - no copy/paste needed
Get Chrome Extension - Free

Aero Online

Your AI prospecting assistant