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Silicon Valley CPA Firm

U.S. Tax Experts. Global Solutions.

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AICloudInnovationGrowth

Intelligent Accounting & Tax Solutions

For Innovators

Expert accounting & tax advice for high-tech startup companies and employees of high-tech companies, with expert knowledge in RSUs and Stock Option Plans.

Trusted Advisors for

Tech Innovators and Employees

Tax Planning & Preparation

Individuals, Startups & Businesses

RSUs & Stock Option Tax Expertise

Strategies to minimize tax & maximize value

Payroll & Compliance

Stay compliant, stay focused

International Tax Services

For global founders & remote teams

Market Intelligence

Look Up Any Stock or Crypto in Real Time

Whether you hold RSUs, stock options, or crypto assets, staying on top of market prices is essential for smart tax planning. Use our live quote tool to check any symbol instantly.

  • Live prices from global exchanges
  • Stocks, ETFs, and major cryptocurrencies
  • Day range, open, and previous close

Real-Time Quote Lookup

Stocks & Crypto · Powered by Finnhub

Enter any stock ticker or crypto symbol above to get a live quote.

Our Services

Tax Planning & Preparation

Individuals, Startups & Businesses

RSUs & Stock Option Tax Expertise

Strategies to minimize tax & maximize value

Payroll & Compliance

Stay compliant, stay focused

International Tax Services

For global founders & remote teams

Startup CFO & Advisory

Financial clarity for growth

IRS Representation

We represent you. We protect your rights.

Forensic Accounting

Investigations, fraud analysis & dispute support

New Business Formation

Entity selection, registration & setup

Financial Modeling

Forecasting, budgets & investor ready models

Accounting Software Installation

QuickBooks, Xero, NetSuite & more. Setup, training & ongoing support

Trustee Services

Professional & reliable trustee solutions

Trust Tax Returns

Form 1041 & all trust tax matters

Expert Witness

Accounting, tax & financial expert testimony

Why Choose Us

Experienced

U.S. Tax Experts

Reliable

Secure & Confidential

Affordable

Competitive Pricing

Focused on Tech

We understand your world

Global Perspective

Serving clients worldwide

Responsive

Quick answers. Real solutions.

Schedule a Consultation

Let's build your financial future—together.

  • Personalized Tax Strategies
  • Maximize Savings
  • Drive Growth & Success
Get Started Today
Dr. Joseph Hanlon, CPA, JD

Dr. Joseph Hanlon, CPA, JD

Tax Law Expert · 42+ Years Experience

Former IRS Agent

Decades of tax law experience helping innovators & entrepreneurs build with confidence.