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Nick Chertock

CPA
📍Bay Area, California | Nationwide

Nick is a CPA with over 20 years of experience specializing in taxation for high-net-worth families, their businesses, investment partnerships, trusts, and estates. He also advises real estate agents, entrepreneurs, and employees at early-stage tech companies. Nick’s expertise spans complex individual tax scenarios, hedge and private equity funds, real estate funds, equity compensation, and state and local taxes.

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Experience

Experience: 25+ years

Previously: Tax advisor at CBIZ LD, Vavrinek, Trine, Day & Co., LLP, and Krohn, Watters & Hicks LLP

Education: BBA, Business Economics from University of San Diego

Qualifications: 

  • Certified Public Accountant (CPA)
  • Member of American Institute of CPAs (AICPA)
  • Member of TriValley Estate Planning Council

Specialization

  • Hedge funds, Private equity funds and Real estate funds
  • Tech Executives, Real Estate Agents
  • Estate & Trust taxation
  • Entrepreneurs & Startups/Equity Compensation

Services

  • Tax Prep

    $2,000+

  • Tax Planning

    $400/hour

  • Equity Tax Planning

    $500/1-hour

  • Business Taxes
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