Revallo is a CPA-led tax practice built for tech employees with RSUs, ISOs, NSOs, and ESPPs.
Equity compensation is some of the most technically demanding income a W-2 employee can have, and one of the easiest to get wrong. Broker-reported cost basis is often incorrect. An option exercise can create an AMT bill that doesn't surface until you file. Moving states in the middle of a vesting schedule scrambles how income is allocated.
Many generalist preparers handle all of this inside a standard 1040 workflow, where equity is one more line item. Revallo exists to be the preparer who treats it as the main event: reconciling every lot, calculating AMT carefully, and explaining what happened in plain English so you understand your own return.
Early-to-mid-career employees at venture-backed and public tech companies whose tax situation has outgrown a standard W-2 return.
A few principles shape every engagement.
We reconcile your vesting and sale records against what your broker reports instead of trusting the 1099-B at face value. That is where the expensive mistakes hide.
Every return comes with a recorded video walkthrough, so you see what was filed, why, and what to watch for next year. You shouldn't need a tax degree to read your own return.
If you aren't sure which tier fits, we'll tell you, including when the simpler option is the right one. We'd rather match you to the right level of help than upsell.
CPA • Former Big 4 Auditor (EY) • Revenue Accounting at Datadog and Miro
James Manring is the founder of Revallo and a licensed CPA. He began his career at EY, one of the Big 4 accounting firms, where audit training built the habit of documenting and verifying every number. He then moved in-house, working in revenue accounting at high-growth SaaS companies including Datadog and Miro.
That path means he is comfortable on both sides of the table: the rigor of an audit and the day-to-day reality of fast-moving tech companies. Revallo is where he focuses that experience on one problem, getting equity compensation right for the people who earn it.
Remote by design: Revallo works with clients across the United States, including multi-state situations from job changes and remote work.
Revallo provides tax preparation and tax advisory services. We help you understand the tax consequences of vesting, exercising, and selling so you can make informed decisions.
We do not provide investment advice or manage assets. If you're deciding whether to hold or diversify a concentrated position, we'll lay out the tax side clearly so you can weigh it alongside guidance from your own financial advisor.
Book a free 15-minute call to walk through your RSUs, ISOs, NSOs, or ESPP and find out which tier fits.
Book Your Free ConsultationNo pressure. No obligations. Just clarity on your equity comp.