| Category : | Accounting |
| Publish date : | July 29, 2026 |
| Address | 2121 N California Blvd STE 290, Walnut Creek, CA 94596, USA |
| Social Links : |
Capital Tax provides strategic tax planning for executives, founders, and high-income individuals managing equity compensation and complex stock-based income. The firm helps clients navigate the tax implications of RSUs, ISOs, NSOs, stock options, founder shares, and pre-IPO equity. Services include 83(b) election guidance, QSBS Section 1202 planning, AMT and ISO exercise planning, California exit tax planning, pre-IPO tax strategies, and equity-related tax modeling. Capital Tax develops personalized strategies based on each client’s equity grants, vesting schedules, residency, income, and financial goals, helping clients manage tax exposure, make informed decisions, and maximize the after-tax value of their equity compensation.
