About

Most of my career has been in tax planning and compliance for ultra-high-net-worth executives, founders, investors, and their families: equity compensation, multi-state issues, and the wide array of complexities that come with alternative investments. Along the way I kept noticing the same thing - good tax work slowed down by manual, repetitive processes - and it pulled me toward building the tools to fix it.

These days I'm most interested in the space where tax and technology meet - making the routine parts faster and less error-prone so the harder, more interesting judgment calls get the attention they deserve.

Nothing on this site is tax advice, and reading it doesn't make you a client. Advice depends on facts I don't have yet, and an engagement begins only when we've both signed one.