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 !
Company Details
- Employees
- 16
- Address
- 379 Jacklin Rd, Milpitas,california 95035,united States
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- http://www.wwtaxes.com
- Keywords
- Tax Filing, Tax Advising, 1040, Schedule C, Schedule D, Schedule E, Schedule B, RSU, ISO, NQO, Stock Options, Schedule A, EV credits, ESPP, Sale of Home, LLC.
- HQ
- Milpitas, California
Wealthwise Tax Advisors Questions
Wealthwise Tax Advisors's website is http://www.wwtaxes.com
Wealthwise Tax Advisors's LinkedIn profile is https://www.linkedin.com/company/wwtaxes
Wealthwise Tax Advisors has
16 employees.
View email and phone details for 16
employees at Wealthwise Tax Advisors.
Wealthwise Tax Advisors's industry is
Financial Services
Wealthwise Tax Advisors's top competitors are
Disability Tax Service,
Lm Accounting & Payroll Services Llc,
Vespar Systems, Inc.,
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Wealthwise,
Liberty Tax Service Glendale,
Eagle Eye Bookkeeping & Tax Service,
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Wealthwise Tax Advisors's categories are Financial Services
