CPA-led tax preparation & advisory built exclusively for tech employees with equity compensation
A straightforward process built around clarity, not just compliance
A free 15-minute call to understand your equity picture — RSUs, ISOs, NSOs, or ESPP — and figure out which tier actually fits your situation.
Vesting schedules, cost-basis reconciliation, and AMT calculations — documented and explained, not just filed.
A recorded video walkthrough of your return so you understand exactly what happened and why — plus a plan for next year.
Choose the level of support that matches your equity situation
One-time engagement pricing • No hidden fees • Early-career discount available
For straightforward equity situations
one-time engagement
For multi-state or more complex equity
one-time engagement
For proactive exercise & sale planning
one-time engagement
Under 26? Ask about early-career pricing when you book your call.
The equity mechanics most tax preparers gloss over
We reconcile vesting schedules against your broker's 1099-B and fix the cost-basis errors that show up almost every time — left uncorrected, they can mean paying tax twice on the same income.
Accurate AMT calculations and disqualifying disposition tracking so an exercise decision doesn't turn into a surprise tax bill.
Qualifying vs. disqualifying ESPP dispositions, plus multi-state vesting allocation if you've changed jobs, cities, or worked remote.
CPA • Former Big 4 Auditor (EY) • Revenue Accounting at Datadog and Miro
Before founding Revallo's equity compensation practice, James worked in-house on the other side of the table — handling revenue accounting at high-growth SaaS companies including Datadog and Miro. He trained at EY, one of the Big 4 accounting firms, before moving into industry.
That audit and revenue-accounting background is exactly why Revallo treats equity compensation as a specialty rather than an afterthought: most tax preparers only ever see it from the outside, filing a W-2 and a handful of 1099-Bs without digging into how vesting, cost basis, and AMT actually work.
Why it matters: Brokers routinely report your RSU cost basis as far lower than it actually is — sometimes $0. Left uncorrected, that means paying capital gains tax on income you already paid ordinary income tax on at vest: real double taxation that can cost tens of thousands of dollars on a single sale. Revallo checks it on every return.
No. Revallo is 100% remote and works with tech employees nationwide, including multi-state situations from job changes or remote work.
We work with equity from private, venture-backed companies as well as public companies — including exercise decisions, 83(b) elections, and AMT exposure on ISOs before a liquidity event.
The Strategic tier includes exercise and sale timing analysis and AMT credit planning. This is tax planning, not investment advice — we help you understand the tax consequences of your options so you can make an informed decision.
Compliant covers accurate filing for straightforward situations. Guided adds a live review, multi-state support, and quarterly estimates for more complex situations. Strategic adds forward-looking planning for upcoming vesting or liquidity events. If you're not sure which fits, book a free call and we'll tell you honestly.
Yes. If you're 26 or under, ask about early-career pricing when you book your consultation.
Book a free 15-minute call to walk through your RSUs, ISOs, or ESPP and find out which tier fits your situation
Book Your Free ConsultationNo pressure. No obligations. Just clarity on your equity comp.
