Lisha is a California licensed CPA. She has nearly ten years of public accounting experience advising clients with their tax planning and compliance needs. She previously worked at Moss Adams in the Private Client group advising high net worth individuals who are founders and executives of Silicon Valley tech companies. Her expertise include equity compensation planning, sole proprietorship, rental real estate, private equity and hedge fund investments, trust and gift tax compliance.
Jiang Team's Services and Specialties
The Jiang team works with employees and founders with equity compensation and investors with private equity investments. They are specialists in residential rental real estate and generational wealth as well. The team is based in California and New York, serving clients across the country.
1:1 Equity Tax Planning Session
Depending on your needs, either a one-time exercise strategy or a multiyear strategy to exercise all of your options.
Year-round, dynamic tax planning to optimally structure your finances and investments from a tax perspective. This includes navigating trading windows or private stock transactions. This service is inclusive of tax preparation.
Annual document preparation and filing any tax forms for individual or family taxpayers.
Annual Tax Preparation
Starts at $1,000