Proactive tax advisory · Virtual Family Office
What your tax return is telling us
Serving high earners in Silicon Valley, Los Angeles, New York, Austin, Chicago, and 17 more metros.
Most people think of overpaid taxes as a yearly leak. The compounding math says otherwise: the gap between proactive and reactive tax planning isn't $50K a year. It's $2M+ over a working lifetime, before any further wealth strategy is applied.
We work with professionals, business owners, and families who have worked hard to build real income, and who deserve an advisor who works just as hard to protect it. If your tax bill feels bigger than it should, you're probably right.
Senior professionals at Nvidia, Apple, Google, Meta, Microsoft, Oracle, Palantir, Arista, Cisco and high-growth IPO companies with RSU, ESPP, and equity compensation complexity.
Learn more →CEOs, CFOs, and VP-level leaders at Series A–D companies with equity compensation who need proactive tax and exit planning before a liquidity event closes the window.
Learn more →High-earning professionals earning $300K–$1M+ with extreme combined tax rates and no structured tax-free retirement strategy, often without time to think about it.
Learn more →Business owners generating $1M+ in revenue, real estate investors with 4+ properties, and affluent families seeking coordinated tax, retirement, and legacy planning.
Learn more →Traditionally, only the ultra-wealthy (families with $50M or more in net worth) could afford a dedicated Family Office: a private team of tax specialists, investment advisors, estate attorneys, and CFOs working together under one roof. The annual cost alone runs $500,000 to $2.5 million.
But here's the reality: if you're earning $300K–$1M a year, your tax and financial complexity isn't much simpler. You have RSUs, equity events, a business, real estate, a growing family, and a retirement that needs protecting. You just haven't had access to the coordinated expertise that could make a real difference.
MicroTax delivers a Virtual Family Office: a coordinated approach where your tax strategy, retirement planning, wealth management, and legacy planning all work together, guided by one trusted advisor backed by a specialist network. One relationship. One plan. Everything connected.
Every tax return is a financial data set packed with signals most advisors never read. Our VFO Opportunity Engine™ systematically scans each client's complete financial picture to surface $10,000–$50,000+ of dormant opportunity and match each finding to the right advisory solution.
Powered by best-in-class AI advisory tools, our platform covers 200+ tax and advisory strategies across 12+ service categories, spanning every entity type.
"CPAs have permissioned access to the most complete, verified financial data in the world. It's an unfair advantage that remains entirely dormant."
MicroTax started where the tax problem is most acute: Silicon Valley, where engineers earn $400K and pay $200K in taxes with no real plan. But the problem is national. We're expanding through a network of local CPA partnerships, giving every major market access to institutional-grade tax and wealth strategy.
Our model delivers local trust backed by a centralized platform and specialist network, so you get a hometown advisor with national-scale resources.
★ Founding Market · Active Markets highlighted
She is a straight shooter and will deliver what you need to hear with compassion. She is very invested in your family's success, a financial professional you genuinely want on your side.
It was a great opportunity to understand my financial blind spots. She made sure the plan for my family would ensure we were all well cared for, across every scenario in life.
She approaches finances holistically rather than a "one product fits all" sale. I've worked with several advisors before, this experience was genuinely different.
Individual results vary. Testimonials reflect specific client experiences and are not representative of all engagements.
The average CPA firm operates at 22% EBITDA, doing the hard work of building deep client trust, then handing those clients' financial futures to someone else. MicroTax partners with and acquires CPA practices to unlock the dormant value already inside their client base.