For journalists, podcasters,
and event organizers

The short version

Reenu Cherian is the founder and managing director of MicroTax, a Silicon Valley proactive tax advisory firm and Virtual Family Office. An IRS §7702 specialist with 20+ years in high-earner financial advisory, she is co-author of Break Free to Stand In Your Power, a #1 international bestseller, and of The Collective Genius.

The longer version

Reenu Cherian is the founder and managing director of MicroTax, a Silicon Valley proactive tax advisory firm and Virtual Family Office serving high-earning professionals, business owners, and multi-generational families across 20+ U.S. metros.

An IRS §7702 specialist with more than two decades of high-earner financial advisory experience, she has structured tax-free retirement architectures for hundreds of clients across healthcare, technology, and business-owner segments. She is co-author of Break Free to Stand In Your Power, a #1 international bestseller on personal empowerment and ownership of one's financial life, and of The Collective Genius, a collaboration on integrated wealth-building principles. She speaks regularly at CPE events, professional society conferences, and on financial podcasts.

Before founding MicroTax, Reenu trained as a computer engineer and held roles in financial-services technology before transitioning into direct advisory work. The MicroTax model (coordinated tax, retirement, wealth, and estate planning delivered through a curated specialist network) emerged from her observation that high earners with $300K–$1M+ in income were structurally underserved by both traditional CPA firms and AUM-based wealth managers.

Topics Reenu speaks on

• Tax-Free Retirement Architecture via §7702: What it is, what it isn't, and why most CPAs don't surface it.
• The Compliance-to-Advisory Transition for CPAs: The structural economics of moving a compliance practice into the advisory tier, what changes, what doesn't, and the realistic timeline.
• Proactive Tax Planning for High Earners: Why year-round planning produces materially different outcomes than seasonal compliance work, and where the gap is largest.
• The Virtual Family Office Model: How coordinated tax, retirement, wealth, and estate planning can be delivered to the $300K–$1M income tier, not just the $50M+ net-worth tier.
• Equity Compensation for Tech Professionals: RSU dynamics, ESPP coordination, QSBS planning, and the pre-IPO planning window.

For interviews, podcasts, and speaking engagements

For press inquiries (interviews, podcast appearances, conference speaking, CPE events, and similar engagements), please email press@microtax.com with the request, timing, and audience details. Replies typically arrive within two business days. Reenu is selective about which engagements she accepts, with preference going to substantive conversations with financially-literate audiences rather than promotional venues.