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.

If you're weighing a position with real complexity and want it modeled carefully and documented properly, before it's filed or before it's examined, get in touch.

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.