Capital Tax is a CPA firm with a strong focus on tax planning and tax minimization. The firm works with professionals, founders, and executives whose financial lives are shaped by equity compensation, startup growth, and California’s high-exposure tax environment. A significant number of the firm’s clients operate in the tech industry and a significant portion of their compensation comes from RSU’s and stock options.
Capital Tax’s client service approach is heavily tax planning oriented. Because we pay taxes every year as long as we live, tax planning minimization delivers significant value to their clients. The Capital Tax model is 100% paperless, cloud-based, and asynchronous. Clients upload information through a secure portal and collaborate digitally with a dedicated Tax Document Coordinator in case there are any questions. It’s Capital Tax’s approach to have a live online video call to present tax returns and tax planning for the following years. The goal is to remove operational friction and to focus on tax minimization and planning.
The firm’s work centers on technical areas that materially affect long-term tax efficiency for technology professionals, including QSBS eligibility under Section 1202, 83(b) elections for early equity grants, planning around ISO/NSO and RSU compensation, and multi-state exit considerations for founders and executives.
Schedule an initial consultation today: https://www.capitaltax.com/schedule-a-meeting
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