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Current Top Pro
Hired 27 times
2 years in business
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Currently a Top Pro
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Jan - Jun
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Special tax situations
Stocks or bonds
Sean helped us with tax preparation for my option grants and year-end tax planning. I work in a startup and didn’t know there are tax implications to exercising my option grants. I’m getting married so I wanted to learn more about the impact of this on my taxes and hopefully structure things in a way that makes the most sense. I used TurboTax in the past, but now I need more help. We come back every year and would recommend him for individual Tax preparation.Jul 14, 2019
Sean helped us with tax planning and tax preparation for our option grants. My husband and I both work in startups so we have incentive stock options (ISO) and non-incentive stock options (NSO) making it more complicated and niche to find the right preparer to file our taxes. I would definitely recommend Sean.Jul 14, 2019
For Tax preparation, I used to use TurboTax to prepare my own returns until they became too complex. Also, my time is worth more now. I decided to hire a professional. I have an LLC so it included both my individual tax preparation & business tax return. Sean helped me prepare the initial return and then gave me some suggestion on tax planning to reduce the amount for taxes I pay next year. We keep returning to Sean every year. He's a little more expensive, but it is worth it to me to know that it is done properly.Jul 14, 2019
It was great working with Sean. He helped me solve a tax issue and was super prompt and responsive. I look forward to working with him to file my taxes in the future as well as his solid tax planning advice and guidance.Sep 16, 2019Verified
I work for a startup and got hit with a huge AMT tax bill from the option grants I exercised. Sean was great; he helped me understand why the tax was so much and what I could do in the future to avoid another huge tax surprise. Sean previously worked at Carta and really knows what he's talking about! (Carta is the company that issued me my option grant). I would highly recommend Sean for tax planning and filing!Oct 10, 2019
License Type: CPA – Certified Public Accountant (CA)
- What should the customer know about your pricing (e.g., discounts, fees)?Pricing is base on job.
- What is your typical process for working with a new customer?Schedule a 30min chat to understand the customers needs and see if I can help.
- What education and/or training do you have that relates to your work?I'm a CPA with degree in accounting and experience working in corporations and CPA firms.