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About Silicon Valley Tax Group

STOCK COMPENSATION TAX PLANNING We have extensive experience with incentive (ISO), non qualified (NSO), employee purchase, (ESPP) and restricted (RSU) stock plans. Our strategic planning expertise covers both pre and post IPO companies. We have assisted founders, executives and staffers of some of Silicon Valley’s most prominent companies. Including Tesla, Google, Apple, Snowflake, Palantir and many others. HIGH NET WORTH INDIVIDUALS Our practice features tax planning and consulting services needed by individuals with complex financial profiles. We focus in helping our clients navigate the complexities of the internal revenue code as it relates to their financial assets and investments. With experience in both domestic and international tax laws, we provide holistic individual services and can advise on a broad range of issues not limited to the following: stock options, rental properties, charitable giving, and reporting of foreign assets. In addition, we advise on more complicated issues such as qualified small business stock (QSBS), Like-Kind exchanges (Section 1031), and much more. Finally, we strive to work with our client’s financial advisors, attorneys, and other fiduciaries to facilitate integrated financial strategies in the best interest of our clients.

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