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Team Multiplier

Lance Bernard, CPA

Lance Bernard is passionate about educating clients on their tax profiles as well as finding planning opportunities to increase their tax savings. He previously worked at Andersen in the Private Client Services practice and BPM LLC in the High Net Worth practice. He is a licensed Certified Public Accountant in the State of California and a member of the American Institute of Certified Public Accountants.

 

Multiplier Team's Services and Specialties

The Multiplier team works with tech founders, employees, and investors to help them come up with strategic tax plans for their equity as part of their overall financial pictures. They worked with clients on several major IPOs, SPACs, and acquisitions in 2021.

1:1 Equity Tax Planning Session

A one-time, one hour session with an accountant to talk through and see projections of key equity tax planning decisions, such as exercising options and/or selling shares before or after a liquidity event.

Tax Preparation

Annual document preparation and filing any tax forms for individual or family taxpayers.

Tax Planning

Year-round tax planning to optimally structure your finances and investments from a tax perspective. Typically inclusive of tax preparation.

Cryptocurrency Taxes

Advice & filing for clients that hold crypto assets that invest long-term, actively trade, farm, stake, as well as mine.

Fees

  • 1:1 equity tax planning session

    $250/1 hour

  • Annual Tax Preparation

    Starts at $650

  • Ad hoc tax planning

    Starts at $150/hour

Harness Tax. Personalized, modern tax services.