Headquartered in
Silicon Valley.
Serving 20+ cities
MicroTax operates as a national advisory firm with deep regional presence. The Silicon Valley headquarters handles the firm's strategic work, the curated partner network covers local CPA and attorney coordination, and the engagement model supports remote relationships as naturally as in-person ones.
Tax law is overwhelmingly federal. Tax strategy is overwhelmingly portable. The right advisor for a high earner in Austin, Boston, or Denver is often not the one with an office downtown, it's the one whose architecture matches the household's complexity.
The firm operates in roughly 20 major U.S. metros, with the strongest concentration in tech corridors (Bay Area, Seattle, Austin, NYC), professional-services markets (Boston, DC, Chicago), and growing wealth centers (Miami, Phoenix, Nashville, Raleigh-Durham). Geographic coverage doesn't require an office in every city, it requires a network that can deliver coordinated work across state lines, multi-state residency, and the regulatory variations that real planning involves.
Where the work happens
Active client presence in the following metropolitan areas. The list reflects where MicroTax currently has the deepest partner network and the most concentrated client base, not the limit of where engagement is possible. Clients in other U.S. metros are served regularly.
California & Pacific Northwest
- Silicon Valley, headquarters; deepest concentration of tech-executive clients
- San Francisco, concentrated startup & equity-event practice
- Los Angeles, entertainment, media, professional services
- San Diego, biotech, defense, mid-tier professional households
- Sacramento, state-government adjacent, growing wealth
- Seattle, major tech corridor; significant equity exposure
- Portland, emerging tech and professional services
Boston, New York & Mid-Atlantic
- New York City, financial services, law firms, equity professionals
- Boston, biotech, life sciences, professional services concentration
- Washington DC, government-adjacent professional households, consulting
Texas, Florida, Georgia, the Carolinas
- Austin, major tech corridor; significant equity and founder concentration
- Dallas, energy, professional services, multi-generational families
- Houston, energy executives, medical professionals, business owners
- Miami, fast-growing wealth center; tax-residency planning common
- Atlanta, corporate, professional services, real estate investors
- Raleigh-Durham, Research Triangle; tech and biotech professionals
Chicago & Twin Cities
- Chicago, financial services, professional services, manufacturing-business owners
- Minneapolis, corporate executives, medical professionals
Denver, Phoenix, Las Vegas
- Denver, fast-growing tech, professional services, real estate investors
- Phoenix, relocated wealth, retirement planning, real estate focus
- Las Vegas, business owners, no-state-income-tax residency planning
Other metros & remote
If you're in a metro that isn't on this list, that's not a barrier to engagement. The remote-engagement model works across all 50 states, and partner-network expansion follows client demand. Drop a note via the discovery call to discuss.
How distributed advisory actually works
The fact that MicroTax doesn't have a downtown office in every city is sometimes a question prospects raise, usually before they understand how the engagement model is structured.
Most tax-planning work is fundamentally federal, the IRS code governs identically across all 50 states, and the strategies that produce the largest dollar impact (§7702 design, retirement architecture, entity structuring, equity-event planning) don't depend on local presence at all.
State-specific work, state income tax exposure, multi-state residency planning, state-level credits and deductions, state-specific entity rules, does require state-by-state expertise. MicroTax handles this through partner CPAs in the relevant jurisdictions and through internal expertise on the most-common state regimes (California, New York, Texas, Florida).
Estate and probate work is state-specific by definition. This is handled through partner estate attorneys in the relevant state, sometimes the client's existing attorney, sometimes a network introduction. Drafting happens locally; coordination and architecture happen through MicroTax.
Insurance and §7702 work is licensed at the state level. MicroTax coordinates with specialist designers who hold the relevant state licenses; the design work itself isn't location-bound. Whether your insurance specialist is in Texas or California has no material impact on the design quality, the carrier, the crediting strategy, and the modeling matter much more than the desk the work was done at.
The engagement cadence, quarterly structured calls, continuous email, annual planning sweeps, works identically remote or in-person. For most clients, the difference doesn't materialize after the first few calls. The work happens through documents, calls, and shared architectures; the geography is incidental.
This is why the firm operates as a national advisory rather than as a network of local offices. The architecture doesn't reward proximity. The architecture rewards depth of integration. Local presence matters where local presence matters; the rest of the work happens wherever the right specialist is.
The right advisor isn't the one with an office across the street. It's the one whose architecture matches your household's complexity, and whose engagement model produces the work you actually need.
The geography of tax residency
For a meaningful subset of MicroTax clients, geography matters in a different way, as a planning variable. Multi-state exposure, residency planning, and relocation tax strategy are increasingly common as remote work has loosened the link between income source and physical presence.
Common multi-state situations
Bicoastal households. Primary residence in one state, secondary in another. The residency determination, and its tax consequences, depends on a structured set of factors that can be planned around. Most households haven't thought through this carefully.
Relocation planning. Moving from a high-tax state (California, New York) to a no-income-tax state (Texas, Florida, Nevada, Washington) involves timing decisions, documentation requirements, and structural moves that materially affect the year-of-move tax outcome, and the next several years of audit exposure.
Remote-work residency. Working remotely for a company in a different state from the one you live in creates sourcing questions that vary by state. Some states tax based on where work is performed; others on where the employer is located. The combinations matter.
How MicroTax handles it
For households with multi-state exposure, the engagement begins with a structured residency assessment, current legal residence, current factual residence, exposure to multiple state regimes, and the planning levers available across each.
From there, the work is calibrated to the household's situation. For clients planning a relocation, the engagement includes the timing analysis, documentation strategy, and post-move residency-defense planning. For clients with bicoastal lifestyles, the work focuses on structuring activities to support the desired residency claim.
The partner network is structured to support this work. We maintain relationships with CPAs in the high-traffic relocation states, California (for departures), Florida (for arrivals), Texas, Nevada, Washington, to handle state-specific compliance once residency planning is complete.
This is an active and growing area of the practice. Discovery calls → often surface multi-state opportunities the client wasn't aware were available.