The "Done-For-You" Tax Service for
Tech Professionals
Stop stressing over RSUs, ESPPs, and Crypto. We handle your entire tax return from start to finish. You upload the docs; we handle the IRS.
Most tech tax problems aren’t caused by missing information — they’re caused by misapplying complex IRS rules that only surface during audits (often 2 years later).
We’re a U.S.-based tax preparation firm that handles the entire process for you — from RSU basis analysis to preparing and filing all required federal and state returns — for a flat, transparent fee.
The "Double Tax" Nightmare
When your RSUs vest, your company sells shares to pay withholding taxes. This value is added to your W-2.
The Trap: When you sell the remaining shares, your broker (Fidelity/E*TRADE/Morgan Stanley) sends the IRS a 1099-B reporting the Cost Basis as $0.
The Result:
The IRS thinks you made 100% profit on the sale. You pay tax on the W-2 income AND Capital Gains tax on the sale.
You effectively pay tax twice on the same money.
Our Promise: We manually adjust Form 8949 to report the correct basis, saving you thousands.
🛑 Risk Assessment Tool
Check if your broker is reporting incorrect data.
The "White Glove" Protocol
We built this service for busy tech professionals. You don't have time to learn tax code. We take it off your plate entirely.
1. Upload
Drag and drop your W-2, 1099-B, and Supplemental Statements into our secure, encrypted portal. Takes 5 minutes.
2. We Analyze
Our CPAs manually reconcile every trade. We find the basis adjustment, calculate Wash Sales, and optimize for AMT.
3. We File
We send you a draft to review. Once you approve, we e-file everything with the IRS and State. You are done.
Why DIY Software Fails You
TurboTax is great for simple returns. It is dangerous for RSU/ESPP returns.
| Feature | Yellow Business Services | TurboTax / DIY |
|---|---|---|
| Cost Basis Adjustment | ✔ Hand-Calculated | ✘ Manual Entry Required |
| Wash Sale Analysis | ✔ Cross-Brokerage Scan | ✘ Often Missed |
| ISO AMT Credit | ✔ Carryforward Tracking | ✘ Very Difficult |
| Audit Defense | ✔ Included | ✘ Extra Fee / DIY |
| Your Effort | ~15 Minutes | 4-8 Hours + Stress |
RSU Lifecycle & Wash Sales
1. Grant Date
Your company promises you shares.
Tax: $0.
2. Vesting Date (The Trigger)
Shares are released. Value is taxed as Ordinary Income on W-2. Company sells ~22% for tax withholding.
3. Sale Date (The Error)
You sell shares. You must report this on Form 8949. Crucial: We must adjust the basis so you aren't taxed on the Vesting value again.
⚠️ The "Wash Sale" Trap
The Scenario: You sell Amazon (AMZN) stock at a loss on Nov 15th to lower your taxes.
The Trap: On Nov 20th, your scheduled monthly RSUs vest. The IRS views this vesting as a "Purchase."
The Consequence: Because you "bought" (vested) identical stock within 30 days of the sale, your loss is disallowed. You cannot deduct it.
Our Solution: We scan your transaction history to identify these hidden Wash Sales so you don't file an incorrect return.
ESPP & ISO: High Complexity
ESPP (Employee Stock Purchase Plan)
You buy stock at a 15% discount. Taxes depend on when you sell.
- Qualifying Disposition: Held for 2 years from grant + 1 year from purchase. Result: Lower Capital Gains tax.
- Disqualifying Disposition: Sold too early. Result: The discount is taxed as Ordinary Income.
We track your holding periods to optimize your tax bracket.
ISO (Incentive Stock Options)
Great potential, massive risk.
- Regular Tax: $0 when you exercise.
- AMT Tax: The "paper profit" counts towards Alternative Minimum Tax. You can owe $50k+ in taxes on stock you haven't even sold yet.
We run AMT projections to tell you exactly how many shares you can safely exercise.
Crypto & Web3 Compensation
Are you paid in tokens (USDC, ETH, SOL)? Or do you trade heavily?
We Speak Web3
We don't just do TurboTax. We understand wallets, gas fees, and staking rewards.
- ✅ Income: Airdrops, Staking, Salary (taxed at FMV).
- ✅ Capital Gains: Trading BTC -> ETH is a taxable event.
- ✅ Loss Harvesting: We find losses to offset your RSU gains.
Lost money in Crypto?
Good news: We can use those losses to lower your tax bill on your W-2 or Stock sales (up to $3,000/yr, carryforward the rest).
Reconcile My CryptoStartup Equity: The 83(b) Election
If you just joined a pre-IPO startup, this is the most important decision you will make.
The Strategy
File an 83(b) election with the IRS within 30 days of your grant. You pay tax on the value now (which is low).
The Payoff
When the stock vests later and is worth millions, you owe $0 tax on the vesting event. You only pay when you sell.
The Service
We prepare the 83(b) form, provide certified mail instructions, and file a copy with your return to ensure compliance.
Transparent Tech Pricing
Flat fees. No hourly billing surprises. We fix the double taxation.
Tech Standard
RSUs & Simple Sales
- ✅ Federal 1040
- ✅ RSU Cost Basis Adjustment
- ✅ Form 8949 Reconciliation
Equity Pro
ESPPs & Crypto
- ✅ Federal + 1 State
- ✅ ESPP Qualifying Checks
- ✅ Crypto/DeFi Reconciliation
ISO / IPO
Complex Situations
- ✅ ISO AMT Calculation
- ✅ 83(b) Election Filing
- ✅ Multi-State Allocation
Tech Tax Glossary
The IRS uses confusing language. Here is what it actually means.
A secondary tax system for high earners. Exercising ISOs often triggers this.
The profit you make on paper when you buy stock at a discount (Market Price - Your Price).
What you paid for the stock. For RSUs, the basis is the vesting value, not $0.
Selling ESPP/ISO shares too early (usually <1 year), losing tax benefits.
The price the stock is trading at on the open market.
The waiting period (usually 1 year) before you get your first batch of shares.
Selling for a loss and rebuying within 30 days. The IRS ignores the loss.
Pre-paying tax on unvested stock to save money on future growth.
Frequently Asked Questions
I moved from CA to TX. Where do I pay tax on RSUs?
Do I need to pay estimated taxes?
My 1099-B shows no basis. Is that normal?
Hand It Over To Us
Upload your 1099-B, W-2, and Supplemental Statements. We'll ensure your basis is correct and file for you.
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