Compound Tax
If you have any questions, please reach out to your Financial Advisor or email
concierge@withcompound.comStartup founders and employees like you have unique and complicated tax needs due to the nature of their compensation and balance sheets. Compound Tax is a tax advisory service with specific expertise on these issues, combining reliable client service with tax planning, filing, and advice.
How to get started
Schedule a 30-minute introductory call with Compound Tax to discuss your specific tax needs or questions.
Services
Annual tax filing
Annual preparation and filing of federal, state, and local tax returns with three levels of compliance review. Work with a tax team who has spent years working with high-net-worth and ultra-high-net-worth individuals in the technology ecosystem.
Pricing
Each relationship is tailored to the client's unique needs, which may include:
- Standard returns (1099, startup equity, single home, single state).
- Consultations throughout the year.
- Annual tracking and compliance for investing/staking in cryptocurrency or mining/minting/staking NFTs.
- K-1s, Real Property, Multiple States, Pass-through Small Businesses and Trusts.
- We generally do not perform any entity tax preparation or filing such as for Partnerships or Corporations, but will refer you to a qualified CPA for that work.
Tax planning and estimates
Tax consultation in the form of live meetings, calls, or emails, or hourly work. Subjects and work may include:
- Quarterly tax estimates and payments.
- Stock option analysis: build a plan that weighs the tradeoffs between exercise/sale strategies to maximize your upside.
- Estate analysis: create a tax plan that shows you the impact of irrevocable estate planning techniques such as GRATs, CRUTs, and other types of trusts.
Pricing
As all our pricing is tailored to your individual needs, we will provide you a quote in advance of doing any tax compliance work outside of your original tax agreement.
Tax controversy services
Advice and representation during IRS and state tax notices, audits and appeals.
Pricing
As each need is unique, we will provide you a quote in advance of doing any tax controversy work. Depending on scope, external experts or legal counsel may also be required.
This material presented on Compound’s Manual is for informational purposes only and should not be construed as legal, tax, accounting or investment advice. Under no circumstances should any material on this Manual be used for or considered as an offer to sell or a solicitation of any offer to buy an interest in any securities or investment fund. The material on this website does not constitute, and may not be used in connection with, an offer or solicitation by anyone in any jurisdiction in which such offer or solicitation is not permitted by law or in which the person making such offer or solicitation is not qualified to do so or to any person to whom it is unlawful to make such offer or solicitation. Any analysis or discussion of financial planning matters, investments, sectors or the market generally are based on current information, including from public sources, that we consider reliable, but we do not represent that any research or the information provided is accurate or complete, and it should not be relied on as such. Our views and opinions expressed on this Manual or in any post content are current at the time of publication and are subject to change.
