Strategic Tax Guidance
We provide specialized guidance, specifically suited to individuals whose financial decisions revolve around equity. Investors with RSUs, ISOs, NSOs, ESPP shares, private-company equity, or large concentrations of employer stock.
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If you’re navigating complex stock option timelines, weighing exercise decisions, preparing for a liquidity event, or trying to minimize taxes while managing portfolio risk, GILD gives you the clarity and modeling you’ve been missing.
We're Here to Solve Problems
Managing company stock isn’t simple. Many investors face:
Uncertainty
About when to exercise or sell stock options​​
Confusion
Around AMT, capital gains, and tax timing
Financial Risk
From large concentrations of employer stock
Difficulty
Valuing private-company equity
Generic Advice
Failing to consider portfolio, income, and long-term goals
That's Where We Come In
GILD replaces that guesswork with structured financial analysis and clear modeling. Rather than relying on rules of thumb, we evaluate equity-related decisions using data-driven analysis, valuation logic, and tax-aware scenario planning.
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Our approach combines advanced financial modeling with personalized tax planning to help clients understand tradeoffs, timing considerations, and potential outcomes when navigating equity and concentrated stock decisions.
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Our recommendations are tailored to your financial profile, income structure, liquidity needs, and long-term objectives.
How Gild Helps
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A CFA charterholder working with you to optimize your tax strategy
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Tax-optimized selling strategies for RSUs, ISOs, NSOs, ESPP, and concentrated stock positions
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Portfolio risk modeling showing how employer stock affects your overall allocation
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Company valuation insight to identify when stock is overpriced or undervalued
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Scenario planning for AMT, capital gains, and ideal exercise timing
What Makes Gild Different?
Equity + Tax Integration
We go beyond tax advice, giving each client portfolio-aware stock guidance and decision-making.
Customized Strategies
Your career, income, vesting schedule, risk tolerance, and goals are unique. Your equity plan should be too.
Investment-Driven Tax Analysis
Your tax planning is informed by disciplined financial modeling and scenario analysis rooted in investment and capital-allocation principles.
Hands-On Modeling
We visually model decisions, tax impacts, and portfolio outcomes so you can see the numbers and reasoning behind every choice.
Full-Cycle Support
From scenario modeling to execution to filing, we stay with you through the entire process.
The Gild team always provides excellent customer service and are great to work with. Getting my taxes done has never been easier.
Vickie Z.
Gild Company has been incredibly easy to work with. We are confident year after year that our taxes are being filed accurately, on time and with care.
Tina K.
The team at Gild provides great consultation. Excellent customer service and easy to work with. Highly recommended for Tax services for small business or families.