Maximize Your Equity. Minimize Your Taxes

I spent over a decade at KPMG helping billion-dollar funds and the tech companies they backed protect every dollar. They had the best strategies money could buy.

But the employees fueling those same companies? They were left with TurboTax or CPAs who didn’t understand equity compensation. Same tax code. Completely different outcomes.

I started Vested Tax to close that gap. By design, I work with only a select number of individuals each year — bringing big-firm depth to RSUs, ISOs, and ESPPs, and making sure equity creates opportunity, not surprise tax bills.