Accountants for tech founders and equity comp

Nationwide. 200 firms say on their own website that they handle tech founders and equity comp, and 20 of them do nothing else. 5 work remotely, so where a firm sits matters less than whether it knows your situation.

200firms nationwide
20do only this
5work remotely
1vetted
✓ Vetted · Our reviewed picks
KB Financial Advisors logo
KB Financial Advisors
✓ Vetted · Reviewed by our editors
KB Financial Advisors is a San Francisco financial advisor specializing in RSU, ISO, NSO, QSBS, AMT, and pre-IPO equity tax planning for tech professionals and founders.
tech founders and equity compTax planningTax returnsSan Francisco, CA
Book intro callSee full details

Everyone else

199 of these firms are still waiting to be narrowed down. That’s a long list. Answer a couple of things, skip anything you like, and we’ll narrow it to the ones worth your time.
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Show the 199 that fit
199 firms matchof 199 in this list
1
United Financial Planning Group LLC
Public recordTech founders and equity comp onlyTax planningTaxes
Hauppauge, NY · Small · CPA
2
Ferber & Bouslog Co.
Public recordTech founders and equity comp onlyTaxesTax planningIRS help
Morgan hill, CA · Small · EA
3
Citrine Capital
Public recordTech founders and equity comp onlyTax planningTaxes
San Francisco, CA · Small
4
Rutlen Associates
Public recordTech founders and equity comp onlyTaxes
Redwood City, CA · Small · CPA · EA
5
Strube CPA PC
Public recordTech founders and equity comp onlyTaxesIRS helpTax planning
Fresno, CA · Small · CPA
6
Doug Johnson CPA
Public recordTech founders and equity comp onlyTax planningTaxes
Los Angeles, CA · Solo · CPA
7
Greg Meyer CPA
Public recordTech founders and equity comp onlyTax planningTaxes
Hermosa Beach, CA · Solo · CPA
8
Haven Tax
Public recordTech founders and equity comp onlyTax planningTaxes
San Francisco, CA · Solo
9
Haven Tax, LLC
Public recordTech founders and equity comp onlyTax planningTaxes
Boston, MA · Solo · EA
10
Instrument Tax LLLP
Public recordTech founders and equity comp onlyTax planningSetup
Lakewood Rch, FL · Solo · EA
11
Main CPA, LLC
Public recordTech founders and equity comp onlyTax planningTaxes
Boston, MA · Solo · CPA
12
Minnie Lau CPA PC
Public recordTech founders and equity comp onlyTax planningTaxes
Danville, CA · Solo · CPA
13
Presidio Advisors LLC
Public recordTech founders and equity comp onlyTax planning
Boulder, CO · Solo
14
Resilient Wealth Planning, LLC
Public recordTech founders and equity comp onlyTaxesTax planning
Brookfield, WI · Solo · EA
15
Staxclinic Dba Nc Financial Group
Public recordTech founders and equity comp onlyTax planningTaxes
Corte Madera, CA · Solo · EA
16
Summitry
Public recordTech founders and equity comp onlyCFO helpTax planning
Foster City, CA · Solo · EA
17
The Graf Tax Co. PLLC
Public recordTech founders and equity comp onlyTaxesTax planningBooks
Leander, TX · Solo · CPA
18
Water Street Tax Associates
Public recordTech founders and equity comp onlyTaxesTax planning
Plantation, FL · Solo · CPA
19
Wealth Script Advisors LLC
Public recordTech founders and equity comp onlyTax planning
San Francisco, CA · Solo · EA
20
Why Blu an Accountancy Corporation
Public recordTech founders and equity comp onlyTax planning
San Francisco, CA · Solo · CPA
21
Lga, Llp
Public recordCFO helpTax planningAudit
Chestnut Hill, MA · Large · CPA · Attorney · EA
22
GHJ Advisors
Public recordTax planningCFO helpAudit
Los Angeles, CA · Large · CPA · Attorney · EA
23
Fairman Group Family Office
Public recordTax planning
Chesterbrook, PA · Large · CPA · Attorney · EA
24
Frankel Loughran Starr & Vallone
Public recordTax planningCFO helpSetup
Garden City, NY · Large · CPA · Attorney · EA
25
Altum Partners, LLP
Public recordTax planningSetup
San Jose, CA · Large · CPA
26
Cmp, Pc
Public recordCFO helpTaxesTax planningQuickBooks
Logan, UT · Large · CPA
27
Delagnes Mitchell & Linder Llp
Public recordTaxesTax planning
San Francisco, CA · Medium · CPA · Attorney
28
Sachetta, LLC
Public recordTax planningTaxesQuickBooks
Lynnfield, MA · Medium · CPA
29
Wheeler Accountants
Public recordTaxesTax planningAudit
San Jose, CA · Medium · CPA · EA
30
CBIZ Advisors, LLC
Public recordTax planning
Phoenix, AZ · Medium · CPA · EA
31
Diamond Tax & Accounting Solutions, PC CPAS
Public recordTaxesTax planningQuickBooks
Newtown, PA · Medium · CPA
32
Doty Pruett Wilson, PC
Public recordTax planningCFO helpTaxes
Salem, OR · Medium · CPA
33
Marcum LLP
Public recordTax planning
Costa Mesa, CA · Medium · CPA
34
Andersen Tax, LLC
Public recordTax planningTaxesIRS help
San Francisco, CA · Medium · CPA · Attorney · EA
35
Anthem Strategists
Public recordTax planningCFO helpTaxes
Salem, OR · Medium · CPA
36
Charles A. Krblich, P.A.
Public recordBooksPayrollTaxesQuickBooks
Ft Lauderdale, FL · Medium · CPA
37
Dynamic Tax Services
Public recordBooksTaxesTax planningQuickBooks
Bronx, NY · Medium · EA
38
John Schachter & Associates Inc
Public recordTaxesTax planningIRS helpQuickBooks
Boston, MA · Medium · CPA · EA
39
Lga Llp
Public recordCFO helpTax planningAudit
Woburn, MA · Medium · CPA
40
Cooper & Vogelheim, LLP
Public recordTax planning
San Rafael, CA · Small · CPA · Attorney · EA
41
Motta Financial
Public recordTax planningCFO helpBooksQuickBooks
Las Vegas, NV · Small · CPA
42
Brooklyn FI
Public recordTax planningTaxesSetup
Brooklyn, NY · Small · CPA · EA
43
Cambridge Financial Group, Llc
Public recordTax planningTaxes
Tucson, AZ · Small · EA
44
Michel Tax & Accounting Service
Public recordTaxesBooksPayrollQuickBooks
Baldwinsville, NY · Small · EA
45
Riegel Financial CPAs, Inc
Public recordTax planning
Kettering, OH · Small · CPA
46
Riverchase Wealth Management, LLC
Public recordTax planningTaxes
Flower Mound, TX · Small · EA
47
Rohr and Associates
Public recordTax planningCFO helpTaxes
Arroyo Grande, CA · Small · CPA · EA
48
The Planning Center, Inc.
Public recordTax planningTaxes
Chicago, IL · Small · CPA · EA
49
True Wealth Design LLC
Public recordTax planningTaxesPayroll
Fairlawn, OH · Small · CPA
50
Buffalo Tax LLC
Public recordTax planningCFO helpSetup
buffalo, NY · Small · EA
51
CBIZ, Inc.
Public recordTax planning
Fort Wayne, IN · Small · CPA
52
Global Value Add, Inc
Public recordTax planningCFO helpIRS help
Plano, TX · Small · EA
53
GoJo Accountants LLC
Public recordTax planningTaxesSetup
Woodbridge, NJ · Small · CPA · EA
54
Green Hasson & Janks LLP
Public recordTax planningCFO helpAudit
Los Angeles, CA · Small · CPA
55
Khan, Arndt & Associates, P.A.
Public recordStartups and venture-backed onlyPayrollTax planningBooks
St Petersburg, FL · Small · CPA
56
Lalea & Black, Ltd
Public recordTax planningBooksQuickBooks
Los Angeles, CA · Small · CPA
57
Olarry, Inc.
Public recordTax planningTaxes
San Mateo, CA · Small · CPA
58
Richard Colins Inc
Public recordTax planningCFO helpBooksQuickBooks
S San Fran, CA · Small · EA
59
Superstein PA
Public recordTax planningTaxesIRS help
Hollywood, FL · Small · CPA
60
Ablamsky & Company CPAs
Public recordTax planning
Prt Washingtn, NY · Small · CPA
61
Amaral Financial Planning
Public recordTaxesTax planningIRS help
San Jose, CA · Small · EA
62
Aurora Consulting Group LLC
Public recordCFO helpTax planningBooksGusto
Visalia, CA · Small · EA
63
Brandywine Oak Private Tax Advisory
Public recordTax planningTaxes
Kennett Sq, PA · Small · CPA · EA
64
Commonwealth Trust Company
Public recordTax planning
Wilmington, DE · Small · CPA
65
Copper Ledger PLLC
Public recordTax planningSetupQuickBooks
Phoenix, AZ · Small · CPA · EA
66
Elm3 Financial Group, LLC
Public recordTax planning
Alpharetta, GA · Small · CPA
67
FCA Corp
Public recordTax planningTaxesSetup
Houston, TX · Small · CPA · Attorney
68
Gillingham CPA PC
Public recordQuickBooks
San Francisco, CA · Small · CPA
69
Hm Tax Group Llc
Public recordIRS helpPayrollTaxesQuickBooks
Dallas, TX · Small · EA
70
Hw & Associates Cpa Pllc
Public recordIRS helpTax planningPayrollQuickBooks
Orlando, FL · Small · CPA
71
Jain Consulting LLC
Public recordTaxesPayrollIRS helpQuickBooks
Cary, NC · Small · CPA · EA
72
Magnolia Group LLP
Public recordTax planning
Los Altos, CA · Small · CPA
73
Manor, CPA PLLC
Public recordTax planningBooksTaxes
Plattsburgh, NY · Small · CPA
74
Matt Grodin CPA
Public recordTaxesTax planning
San Mateo, CA · Small · CPA
75
Mondor CPA
Public recordTax planningPayrollTaxes
San Antonio, TX · Small · CPA
76
Petros Family Tax
Public recordTax planningTaxes
Bloomington, MN · Small · CPA
77
RWM Tax, LLC
Public recordTax planning
Tuxedo Park, NY · Small · CPA
78
Rydge Advisory
Public recordTaxes
Pleasanton, CA · Small · EA
79
Second Mountain Tax & Accounting, Inc.
Public recordTax planning
Redondo Beach, CA · Small · CPA
80
Sequoia Tax Consulting PC
Public recordTax planningSetupTaxesQuickBooks
Fresno, CA · Small · CPA · EA
81
Tax & Financial Center Inc
Public recordTax planning
San Diego, CA · Small · CPA · EA
82
TaxSquad Partners
Public recordTaxesTax planning
Burlingame, CA · Small · EA
83
Wade Financial Advisory Inc
Public recordTaxesTax planning
Campbell, CA · Small · CPA · EA
84
365 Tax Strategy
Public recordTax planningTaxes
Fort Collins, CO · Solo
85
Accounting Analytics
Public recordTax planningTaxes
Anchorage, AK · Solo · EA
86
Aegis Financial Advisory
Public recordTaxesTax planning
Lake Oswego, OR · Solo · EA
87
Agent
Public recordTax planningTaxes
New York, NY · Solo
88
Alajian Group Inc
Public recordCFO help
Los Angeles, CA · Solo · CPA
89
Alliance Wealth Management Group
Public record
Walker, MN · Solo · CPA
90
Andersen Tax
Public recordTax planningTaxesIRS help
Desert Hills, AZ · Solo
91
Anderson Tax & Consulting LLC
Public recordTax planningTaxesPayroll
Gahanna, OH · Solo · CPA
92
Azuma
Public recordTax planningTaxes
Sacramento, CA · Solo · CPA
93
BeingFIT Financial, LLC
Public recordTax planningTaxesSetup
Walpole, MA · Solo · EA
94
Better Technologies Inc
Public recordTax planningTaxesPayroll
Miami, FL · Solo · CPA
95
Bgm
Public recordAuditCFO helpTaxes
Deatsville, AL · Solo · CPA
96
bhakti capital
Public recordTax planningCFO helpBooksNetSuite
austin, TX · Solo · EA
97
Bienvenue Wealth LLC
Public recordTax planning
New Orleans, LA · Solo · EA
98
Bowen Financial Services, LLC
Public recordTax planningTaxes
Midlothian, VA · Solo · EA
99
Brendan G. Friedrich, CPA
Public recordTaxesTax planningQuickBooks
Newport Beach, CA · Solo · CPA
100
Brian T Peterson CPA
Public recordTaxesTax planningSetup
San Francisco, CA · Solo · CPA
101
Brick Red Solutions LLC
Public recordTax planningTaxesPayroll
Irvine, CA · Solo
102
Brickley & Company CPA Inc
Public recordTax planningTaxes
San Mateo, CA · Solo · CPA
103
Bright Financial Advisors, Inc.
Public recordTax planning
Portage, MI · Solo · CPA
104
Bruno Financial
Public recordTax planningTaxes
Westlake Vlg, CA · Solo · EA
105
Bryan D. Blythe, CPA Inc.
Public recordTaxesTax planning
San Francisco, CA · Solo · CPA
106
Cannizzo Tax and Accounting Services
Public recordTaxesBooksCFO helpQuickBooks
Saddle Brook, NJ · Solo
107
Cbiz
Public recordTax planning
Blue Bell, PA · Solo · CPA
108
Clear Peak Accounting
Public recordTax planningTaxesBooks
Glendale, CA · Solo · CPA
109
Cobalt PacWest Advisors
Public recordTax planningTaxesSetup
La Jolla, CA · Solo · CPA
110
Confida Tax LLC
Public recordTax planningTaxesIRS help
Oradell, NJ · Solo · CPA
111
Cornerstone Wealth Management
Public recordTax planning
Westlake, OH · Solo · CPA
112
Cruz Tax Consulting, PLLC
Public recordTax planning
Phoenix, AZ · Solo · CPA
113
Cryptedge Consulting, LLC
Public recordCFO helpSetup
Floral Park, NY · Solo · CPA
114
Dark Horse CPAs
Public recordTax planningCFO helpTaxesGusto
Gilbert, AZ · Solo · CPA
115
Dark Horse CPAs
Public recordTax planningCFO helpTaxesGusto
Cody, WY · Solo
116
David Rachford CPA
Public recordTax planningBooksTaxesQuickBooks
Santa Barbara, CA · Solo · CPA
117
Daybreak Tax
Public recordTaxes
Round Rock, TX · Solo · EA
118
Delagify Financial
Public recordTax planning
Arvada, CO · Solo · CPA
119
Duenas Tax
Public recordTax planningSetupTaxes
Long Beach, CA · Solo · EA
120
Elevated Tax Strategies LLC
Public recordBooksTax planningIRS helpQuickBooks
Austin, TX · Solo · EA
121
eParaplanner LLC
Public recordTax planningTaxesCFO help
Alpharetta, GA · Solo · EA
122
eTaxPro
Public recordTaxesTax planning
Surprise, AZ · Solo
123
F1 Tax Solutions
Public recordTaxesIRS help
Long Is City, NY · Solo · EA
124
Fair Asset Management
Public recordTax planning
Dallas, TX · Solo · EA
125
Fintuition Advising, LLC
Public recordTaxesTax planningIRS help
Charlestown, MA · Solo · CPA
126
Fortress Tax Services
Public recordTax planningPayroll
Van Alstyne, TX · Solo
127
Forward Thinking Wealth Management
Public recordTax planning
Akron, OH · Solo · EA
128
Fran the Tax Man CPA, PLLC
Public recordTax planningTaxes
Melbourne, FL · Solo · CPA
129
Gamarra, CPA Inc
Public recordIRS helpTaxesQuickBooks
Pleasant Hill, CA · Solo · CPA
130
Glenmore Financial Inc. DBA LifeSighted
Public recordTaxesTax planning
Pacific Plsds, CA · Solo · EA
131
Golden Acre LLC
Public recordTaxesTax planningIRS help
Scottsdale, AZ · Solo
132
Goveteran
Public recordTaxes
Phoenix, AZ · Solo · EA
133
Great Oak Wealth Management
Public recordTax planning
Pottstown, PA · Solo · EA
134
Guide Tax Management
Public recordTax planning
New York, NY · Solo · EA
135
Hart Wealth Management LLC
Public recordTax planningTaxes
West Des Moines, IA · Solo · CPA
136
Imran Baig CPA
Public recordTax planningIRS helpTaxes
New york, NY · Solo · CPA
137
JG CPA & Advisory PA
Public recordCFO helpBooksTax planningQuickBooks
Cutler Bay, FL · Solo · CPA
138
Jocelyn Fong
Public recordTaxes
San Francisco, CA · Solo · CPA
139
Julie R Merrill Cpa & Associates
Public recordTaxesCFO helpBooksQuickBooks
Chattanooga, TN · Solo · CPA
140
Kane Tax & Accounting PLLC
Public recordCFO helpBooksTaxesQuickBooks
Coeur d Alene, ID · Solo · CPA
141
Karen Yu CPA, a Professional Corporation DBA Astute Advisors, Inc.
Public recordTax planningTaxesCFO help
Torrance, CA · Solo · CPA
142
KEPT Bookkeeping Services
Public recordBooksCFO helpSetup
Chicago, IL · Solo
143
Lacey Tax and Accounting Services
Public recordTaxesTax planning
Santa Cruz, CA · Solo · EA
144
Law Offices of Jason R. Kovan, P.A.
Public recordIRS helpTaxesTax planning
Palm Bch Gdns, FL · Solo · CPA · Attorney · EA
145
Liebert & Associates LLC
Public recordTax planningTaxesIRS help
Westport, CT · Solo · CPA
146
LifeManaged
Public recordTax planning
Phoenix, AZ · Solo
147
Lisa Brugman, EA
Public recordTax planningTaxes
La Habra Hgts, CA · Solo · EA
148
LittleOwl CPA, Inc.
Public recordTax planningTaxesSetupQuickBooks
Sandy Springs, GA · Solo · CPA
149
Lodestar Pam
Public recordTax planning
alamo, CA · Solo · CPA
150
Luckmann Accounting & Tax, PLLC
Public recordTax planningSetup
Maplewood, MN · Solo · CPA
151
Lutz Tax Services
Public recordBooksTaxesTax planningQuickBooks
Albany, NY · Solo · EA
152
Maggie Yang
Public recordQuickBooks
Irvine, CA · Solo · CPA
153
Manteiga CPAs LLC
Public recordTax planningCFO help
Boca Raton, FL · Solo · CPA
154
Mariya Luqmani, CPA P.C.
Public recordBooksTaxesTax planningQuickBooks
Melville, NY · Solo · CPA
155
Martin P. Belak-Berger, CPA
Public recordTax planningIRS help
Thousand Oaks, CA · Solo · CPA
156
McConnell Jones
Public recordAuditTax planning
Columbus, GA · Solo
157
MJ Tax Services LLC
Public recordTaxesIRS helpBooksQuickBooks
Boca Raton, FL · Solo · EA
158
Morgan Tax And Financial Services Llc
Public recordIRS helpTax planning
Alpharetta, GA · Solo
159
Morkel Financial LLC
Public recordTax planningIRS helpTaxes
Mapleton, UT · Solo · EA
160
Nadadur Vardhan Inc
Public recordTax planningTaxesCFO help
Santa Monica, CA · Solo · EA
161
Neil Jesani Advisors, Inc
Public recordTax planningIRS helpSetup
Sunrise, FL · Solo · EA
162
Obodo Tax Inc
Public record
San Francisco, CA · Solo · CPA
163
Ogcpa, Llc
Public recordTax planningSetup
Scappoose, OR · Solo · CPA
164
Optic Tax Inc
Public recordTax planningTaxesBooks
Sheridan, WY · Solo · EA
165
Orchard City Wealth Management, LLC
Public recordTax planningTaxesCFO help
Los Gatos, CA · Solo · EA
166
P4 Tax & Consulting, LLC
Public recordTax planningSetupTaxes
Austin, TX · Solo · CPA
167
Peak Investment Advisors, Inc.
Public recordTaxesTax planning
Colorado Spgs, CO · Solo · CPA
168
Peter Gaylord Services, Inc.
Public recordTaxesTax planning
Rocklin, CA · Solo · EA
169
Pioneer Wealth Management Group
Public recordTax planning
Austin, TX · Solo · EA
170
Pizzale Tax Services
Public recordIRS helpTaxesBooksQuickBooks
Morristown, NJ · Solo · CPA · EA
171
PJF Tax
Public recordTaxesTax planning
Minneapolis, MN · Solo
172
Planable Wealth
Public recordTax planning
Riverside, CA · Solo · EA
173
Plancorp LLC
Public recordTax planning
Saint Louis, MO · Solo · CPA
174
Pranas Accounting, Tax and Bookkeeping S
Public recordTax planningTaxesCFO help
Santa Monica, CA · Solo · CPA
175
Purpose Built Financial Services
Public recordTaxesTax planning
Moorestown, NJ · Solo · CPA
176
Quantax, Inc.
Public recordTax planningTaxesCFO help
Spokane, WA · Solo · CPA
177
Reinhard, Kopko, Keller & McDonnell, Inc
Public recordTaxesTax planningPayroll
Canton, OH · Solo · CPA
178
Remote Financial Planner LLC
Public recordTaxesTax planning
West Palm Bch, FL · Solo · CPA
179
Rubenacker and Company
Public recordTaxesTax planning
Colorado Spgs, CO · Solo
180
San Diego Tax & Financial Associates
Public recordTax planningTaxes
Carlsbad, CA · Solo · EA
181
SeedSafe Financial
Public recordTax planningTaxes
South Park, PA · Solo · EA
182
Silicon Valley Tax Group
Public recordTax planningTaxes
Campbell, CA · Solo · CPA
183
SMB CPA Group, PC
Public recordTax planningSetup
Glendale, CA · Solo · CPA
184
Solid State Tax Service
Public recordTaxesTax planningIRS help
Milwaukie, OR · Solo · EA
185
Spark Tax Services LLC
Public recordTax planningTaxes
Frederick, MD · Solo · CPA
186
Starworks Accounting & Tax LLC
Public recordTax planningPayrollTaxesQuickBooks
Bozeman, MT · Solo · CPA
187
Steuern & Taxes LLC
Public recordTax planningTaxes
Bristol, VT · Solo · EA
188
Talley Financial
Public recordTax planning
Johnson City, TN · Solo · EA
189
Taxes By Design
Public recordTaxesTax planningQuickBooks
Morgan Hill, CA · Solo · CPA
190
Taylor Cpa & Associates Pc
Public recordAuditTax planning
Columbus, GA · Solo · CPA
191
Thanh Nguyen Tax Service
Public recordIRS helpPayrollTaxes
Anaheim, CA · Solo · EA
192
The Partner Plug
Public recordTaxesTax planningIRS help
New York, NY · Solo · EA
193
True Riches Financial Planning LLC
Public recordTaxesTax planning
Aurora, CO · Solo · CPA
194
Untitled Tax Project
Public recordTax planning
E Palo Alto, CA · Solo
195
Upstart Wealth Management
Public recordTax planning
San Francisco, CA · Solo
196
Vested Tax LLC
Public recordTax planningTaxesIRS help
Albuquerque, NM · Solo · CPA
197
VIP Wealth Advisors
Public recordTax planning
Decatur, GA · Solo · EA
198
Walton Tax Professionals, LLC
Public recordIRS helpTaxesTax planning
Monroe, GA · Solo · CPA
199
wHealthyFP LLC
Public recordTax planningCFO helpTaxes
Conshohocken, PA · Solo · EA
What firms do and who they serve comes from reading each firm’s own website. Non-vetted listings come from public records; only firms marked Vetted have been reviewed by our editors. The badge is not an endorsement, so check credentials and licensure yourself before hiring.

Listings are compiled from public records, including the IRS directory of credentialed return preparers. We have not interviewed these firms and they cannot edit or remove their listing. Vetted firms are the ones we have interviewed. Is this your firm? Get vetted →