Tax planning and preparation for tech professionals with equity and for small business owners. We plan ahead with you, prepare your return and handle the IRS.
RSUs, ISOs, NSOs and ESPP, planned around every vest, exercise and sale.
RSU withholdingISO & AMTCost basis For business ownersEntity analysis, S corp elections and year-round planning, with your business and personal returns prepared together.
S corp electionEntity analysisQBIOur tech clients work at
Meta, Google, Apple, Amazon, Nvidia, Microsoft, SpaceX, Tesla, Salesforce, Snowflake, Databricks, Broadcom, Adobe, Genentech, Roblox, Intuit, Uber, Zoom, Zoox, Anthropic, OpenAI, Ramp, ServiceNow
Our public ratings, and what reviewers bring up most often.
Average rating from 158 Google reviews, as of October 2026.
Reviewers describe the work as reliable, organized and delivered when promised.
The secure portal for uploading documents and messaging comes up again and again.
Clients mention friendly, patient explanations, even of complicated situations.
Rental income, stock sales and IRS letters are among the situations reviewers describe.
Most firms see you in April. We plan with you all year.
Filing a return is the minimum. Here is what changes when someone plans with you.
| What you get | TaxSquad | Typical tax preparer |
|---|---|---|
| When you hear from them | Planning through the year | Mostly at filing time |
| RSUs, ISOs, NSOs and ESPP | Planned around every vest and sale | Reported after the fact |
| Entity and S corp analysis | Run on your real numbers | Often not offered |
| IRS and state letters | We take the stress out of them | Varies |
| Business and personal returns | Prepared together, so they agree | Often separate firms |
| How you work together | Secure portal, video calls, e-sign | Email and office visits |
Everything included when you work with us, for your household, your business or both.
Check-ins through the year and a written plan you can follow, adjusted every time your pay, business or life changes.
Tax projections before the year ends, while you can still change the number.
When to exercise, how much to sell, and what each move costs in tax.
Sole prop, LLC, S corp or C corp, compared on your real numbers.
Got a letter? Send it to us. We take the stress out of IRS and state letters.
Personal, S corp, partnership and corporate returns, federal and state, including years you moved.
Monthly books and reconciliations, so your planning and estimates run on real numbers. Bookkeeping
Our affiliated firm, Circuit Wealth LLC, provides fee-only financial planning and investment management for tech professionals, from equity strategy to diversification and retirement, led by Sim Bachal, CFA, CFP®.
Sim Bachal, CFA, CFP®, MBAFinancial Advisor
TaxSquad and Circuit Wealth LLC are separate companies under common ownership. Using Circuit Wealth is always optional. See affiliation disclosure
Five steps, all online, with a real person on the other end of every one.
Tell us what you earn and what changed. We will tell you quickly whether we are the right fit.
You get a login to our secure client portal.
W-2s, 1099s, grant statements, books and payroll reports, in one place.
We build your plan and return, and ask about anything that looks off.
Review online, sign electronically, and we file it.
Everything runs online, so where you live does not matter. People file with us from all over the country, Alaska and Hawaii included.
Returns for every state with an income tax, including part-year and multi-state years.
Video calls, a secure portal and e-signatures from start to finish.
Stock vesting while you relocate, or a business selling across state lines.
Run the numbers yourself, or read how we think about the questions we hear most.
See what an S corp election could save on self-employment tax, after costs.
Run the numbers CalculatorFind out how much your vests are under-withheld before April finds out for you.
Check your withholding BlogPlain-language posts on the tax questions our clients ask every week.
Read the blogA small team, so you always know who is working on your taxes. More about us
Enrolled Agent and business owner with more than 10 years of tax planning and prep under her belt. Your go-to for taxes, business strategy and stock comp: RSUs, ISOs, NSOs, ESPPs, you name it. Smart, relatable and here to make taxes less taxing.
More than a decade helping tech professionals with equity compensation and complex financial situations. Sim also leads Circuit Wealth, our affiliated firm for financial planning.
Tech professionals with equity pay, small business owners who need tax planning, prep or bookkeeping, and households with a mix of both. If your taxes are more than a single W-2, we are probably a fit.
Both. Preparation files last year. Planning changes this year: when to exercise options, whether to elect S corp status, how much to pay in estimates, and which retirement plan to open.
Yes. Our clients live all over the US. The whole process runs through a secure online portal, video calls and e-signatures, and we prepare returns for every state with an income tax.
Yes. We prepare S corp, partnership and corporate returns together with the owners’ personal returns, so the numbers line up.
We ask what you earn, what you own and what changed this year, then tell you whether we can help and what working together looks like.
Tell us about your pay, your business, or both. We will tell you whether we are a fit and what working together looks like.