Gild Works For You
GILD works with employees who have stock options and growing service businesses to support informed financial decisions. We align tax planning with investment strategy and long-term financial goals.
​
Our team includes a CFA® charterholder and works in coordination with Enrolled Agents and CPAs. This allows tax and investment considerations to be reviewed together.
​
We help clients understand stock options, equity compensation, and business decisions using clear models and practical analysis.
​
By reviewing tax and financial considerations in one process, we help reduce uncertainty and support long-term planning.
We bring tax planning and equity compensation decisions into a broader investment strategy, guided by a CFA® charterholder. Independent CPAs and Enrolled Agents provide tax preparation and tax advice, while our strategic modeling focuses on aligning tax outcomes with long-term financial objectives.
Where Tax Planning Meets Investment Strategy
Individuals
Specialized planning for stock options, equity compensation, and portfolio strategy - designed to help individuals understand the tax implications of ISOs, NSOs, RSUs, and ESPPs within a broader investment planning framework.
Small Businesses
We work with growing businesses to review tax issues alongside project financial models and capital planning decisions. Our approach, guided by a CFA® charterholder, helps companies better understand investment choices and cash flow within a single, clear financial plan.
What Makes Gild Different?
Independent Enrolled Agents (EAs) & Certified Public Accountants (CPAs)
Responsible for tax preparation, compliance, and the application of federal and state tax rules.
Many firms approach tax planning and financial strategy as separate disciplines. At GILD, they are coordinated within a single planning framework. Our approach brings together:
A CFA® Charterholder
Providing investment-focused financial analysis, modeling, and decision support for business owners and individuals with equity compensation.
What Our Clients Love About GILD
Clients value our ability to bring clarity to complex financial decisions through disciplined analysis, clear financial modeling, and a coordinated view of tax, investment, and long-term planning considerations.
Our work is customized around each client's equity compensation, income dynamics, risk tolerance, and growth plans.
​
By providing consistent strategic guidance and coordination alongside independent tax professionals, we help clients feel supported and informed throughout the planning process.
Customized Strategies
We stay actively involved throughout the planning process, coordinating strategy and analysis with independent tax professionals to support well-informed decisions over time.
Focused on Sustainable Growth
For growing businesses, we evaluate tax considerations alongside investment, cash flow, and expansion decisions - helping owners assess opportunities within a broader financial strategy.
Client Tailored Support
Our planning framework is customized to reflect each client's unique financial circumstances, risk tolerance, and objectives.
Joel, Carl, Brian, and Chris have been great to work with. Very proactive and answered all our questions and concerns. Highly recommend leveraging them!
We've had a great experience for several years. We always get a timely response to any questions we have.
Alex G.
Curtis N.
We’ve had a great experience working with the Gild team for 5+ years. They’ve helped us save a lot of money with our small business. Highly recommend!