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    Accountants/Equity Compensation (RSUs, Stock Options)

    Accountants for Equity Compensation (RSUs, Stock Options)

    Plans taxes around RSUs, ISOs, NSOs, and ESPPs to minimize surprises at vesting and sale.

    O

    OLarry

    Private client white glove tax strategy, built for emerging wealth, high net worth, and ultra-high net worth individuals who demand more than the traditional tax experience offers.

    Nationwide, California
    Accountant$1M+ income | $1M+ revenue
    SMB OwnersQSBS HoldersSolopreneurs+11
    2 years experience
    View profile
    CO

    CPA on Fire

    CPA on Fire - Concierge Tax Strategy & Advisory

    Fremont, Ohio
    Accountant$250K+ income | $500K+ revenue
    SMB OwnersHigh Net Worth IndividualsDigital Nomads+10
    14 years experience
    View profile
    DJ

    Doug Johnson CPA

    A boutique CPA firm dedicated to responsiveness and a white-glove client experience. We're the CPA firm for growing businesses with 250K - 10M in revenue, and high earners with equity compensation.

    Los Angeles, California
    AccountantBookkeeperFractional CFO$250K+ income | $250K+ revenue
    SMB OwnersHENRY (High Earners Not Rich Yet)Solopreneurs+4
    2 years experience
    View profile
    PC

    Potrus CPA

    Certified public accounting firm specializing in bookkeeping, accounting, tax and audit services to small businesses accross the US.

    Anaheim Hills, California
    BookkeeperFinancial AdvisorFractional CFO$100K+ income | $300K+ revenue | $250K+ income
    SMB OwnersQSBS HoldersSolopreneurs+12
    9 years experience
    View profile
    KC

    Kahlenbeck CPA Group

    A tech-forward firm specializing in tax compliance, tax planning, and accounting.

    Fort Wayne, Indiana
    AccountantBookkeeper
    SMB OwnersReal Estate InvestorsHigh Net Worth Individuals+3
    6 years experience
    View profile
    PF

    Purewater Financial

    Full-suite financial services company specializing in tax planning and preparation, accounting/bookkeeping, tax strategy, and cryptocurrency/web3 strategy.

    New York, New York
    Accountant$100K+ income | $1M+ revenue
    Cryptocurrency InvestorsDigital NomadsEquity Compensation (RSUs, Stock Options)+7
    6 years experience
    View profile
    AC

    Anomaly CPA

    #1 Tax Strategist in US - Anomaly is a fully virtual cloud accounting and tax strategy firm for startups, digital entrepreneurs and growing real estate investors.

    Boston, Massachusetts
    BookkeeperAccountant$400K+ income | $1M+ revenue
    Cryptocurrency InvestorsEquity Compensation (RSUs, Stock Options)High Net Worth Individuals+7
    8 years experience
    View profile
    CA

    Conscious Accounting

    Our motto is simple: It doesn't cost to have a good accountant, it pays.

    Covington, Georgia
    BookkeeperAccountant$100K+ income; $1.2M+ revenue
    SMB OwnersVC Backed StartupsReal Estate Investors+8
    12 years experience
    View profile
    TM

    The Millennial CPA

    Named to AccountingToday's 2026 Best Firms for Technology — one of 10 firms nationally recognized for building technology into the core of how they practice.

    Richmond, Virginia
    Accountant$100K+ income
    Cryptocurrency InvestorsEquity Compensation (RSUs, Stock Options)High Net Worth Individuals+5
    1 years experience
    View profile
    RC

    Revel CPA

    Helping agencies tackle the complexities of scaling with a highly personal touch.

    Chicago, Illinois
    Accountant$1.5M+ revenue
    SMB OwnersVC Backed StartupsHigh Net Worth Individuals+5
    8 years experience
    View profile
    VI

    Valim Inc

    Flat fee quoted before we start. No hourly billing — founded by an ex-Big 4 CPA. We are a better, faster, and more affordable tax firm. Your return gets filed in weeks, not months.

    Raleigh, North Carolina
    Accountant
    HENRY (High Earners Not Rich Yet)Digital NomadsContent Creators+19
    1 years experience
    View profile
    SA

    Shoff Accounting

    We help business owners with tax planning so they can legally keep more of their profits.

    Opelika, Alabama
    BookkeeperAccountant$250K+ income; $500K+ revenue
    SMB OwnersReal Estate InvestorsSolopreneurs+8
    16 years experience
    View profile
    ST

    Sapowith Tax Advisory, PC

    Boutique San Francisco tax practice for complex situations your current CPA can't handle: M&A, international, SALT, cannabis 280E, and tax controversy.

    San Francisco, California
    Accountant$250K+ income; $5M+ revenue
    VC Backed StartupsSMB OwnersHigh Net Worth Individuals+6
    2 years experience
    View profile
    CA

    CMH Advisors

    We're a full service accounting, advisory, payroll and tax strategy CPA firm.

    Dallas, Texas
    AccountantFractional CFOBookkeeper$150K+ income; $500K+ revenue; $1M+ raised; $1M+ investable assets
    Athletes & EntertainersBusiness ExecutivesBusiness Owners/Entrepreneurs+16
    12 years experience
    View profile
    T

    TaxCentric

    Accounting & Financial Advising that prioritizes expertise and customer service.

    Fair Lawn, New Jersey
    Accountant
    SMB OwnersSolopreneursDigital Nomads+5
    2 years experience
    View profile
    DC

    DG CPAs

    Forward-Thinking, Modernized White-Glove Tax Preparation and Consulting Services by Trusted, Experienced CPAs

    Los Angeles, California
    Accountant
    SMB OwnersSolopreneursHigh Net Worth Individuals+4
    3 years experience
    View profile
    TS

    TD SMITH TAX LLC

    Our firm combines tax expertise with financial planning to offer a unique, all-in-one approach—helping you grow wealth, cut taxes, and make every financial move count.

    New York
    Accountant
    SMB OwnersSolopreneursHigh Net Worth Individuals+2
    6 years experience
    View profile
    AM

    Alpine Mar

    The Modern Day Accounting Firm

    Florida
    BookkeeperAccountant
    Cryptocurrency InvestorsEquity Compensation (RSUs, Stock Options)HENRY (High Earners Not Rich Yet)+7
    6 years experience
    View profile
    PT

    Private Tax Solutions

    We are a full-service tax and accounting firm that offers a broad range of services for business owners, investors, and independent professionals across the United States.

    Salt Lake City, Utah
    BookkeeperAccountant
    SMB OwnersVC Backed StartupsReal Estate Investors+6
    11 years experience
    View profile
    A

    Anchor

    With over a decade of experience, we specialize in the unique accounting needs of tech startups, including accounting, tax, Fractional CFO and HR.

    San Francisco, California
    Accountant$1M+ income | $500K+ revenue
    SMB OwnersSolopreneursDigital Nomads+3
    2 years experience
    View profile
    TG

    The Graf Tax Co. PLLC

    We help content creators and video production companies stay compliant and pay less in taxes with year-round planning and support.

    Leander, Texas
    Accountant$100K+ income | $100K+ revenue
    SMB OwnersSolopreneursHigh Net Worth Individuals+2
    6 years experience
    View profile
    KA

    KK Accountancy

    KK Accountancy is your trusted partner for strategic finance, accounting, tax, and flexible fractional resourcing—keeping your business compliant, efficient, and ready to scale.

    Frisco, Texas
    BookkeeperAccountant$250K+ revenue
    Cryptocurrency InvestorsDigital NomadsEquity Compensation (RSUs, Stock Options)+10
    2 years experience
    View profile
    SM

    SD Mayer & Associates, LLP

    Full-service tax firm in San Francisco specializing in Equity Compensation. I was formerly part of Bogdan & Frasco that merged with SDM.

    San Francisco, California
    BookkeeperAccountant
    Cryptocurrency InvestorsEquity Compensation (RSUs, Stock Options)HENRY (High Earners Not Rich Yet)+9
    11 years experience
    View profile
    SC

    Strube CPA PC

    Tax prep and proactive planning for individual with equity comp

    Fresno, California
    Accountant
    SMB OwnersSolopreneursHigh Net Worth Individuals+1
    11 years experience
    View profile
    CP

    CJG Partners LLP

    CJG Partners LLP is a Schaumburg, Illinois-based accounting and advisory firm with over 40 years of experience, specializing in tax, assurance, and strategic financial services for closely held businesses across industries like manufacturing, construction, and technology.

    Schaumburg, Illinois
    Accountant$500K+ income, $500K+ revenue
    SMB OwnersReal Estate InvestorsSolopreneurs+6
    43 years experience
    View profile
    Y

    Yield

    Full service modern day accounting firm that provides accounting, tax, and CFO services to help business owners run and grow their companies.

    Arlington, Virginia
    BookkeeperAccountant$1M+ revenue
    Equity Compensation (RSUs, Stock Options)High Net Worth IndividualsK1 Partnership Income+6
    7 years experience
    View profile
    SA

    Summit Advanced Tax Strategy

    Advanced Tax Strategies for High Net Worth Individuals & Real Estate Investors

    Denver, Colorado
    Accountant
    Equity Compensation (RSUs, Stock Options)Cryptocurrency InvestorsK1 Partnership Income+6
    Experienced accountant
    View profile
    FA

    Fusion Accounting and Technology, LLC

    An accounting, tax, and technology company designed to help you run your business.

    Oglesby, Illinois
    Accountant$500K+ income
    SMB OwnersVC Backed StartupsHigh Net Worth Individuals+6
    16 years experience
    View profile
    R

    Rivet

    Boutique corporate & personal tax prep firm, led by a former IRS auditor.

    Woodbury, Connecticut
    Accountant
    SMB OwnersVC Backed StartupsHigh Net Worth Individuals+8
    10 years experience
    View profile

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