Tax Planning & Strategy That Turns Uncertainty Into Opportunity
Worried About Missing Tax Savings or Making Costly Moves?
Tax rules shift fast—especially for tech professionals, entrepreneurs, or anyone with complex income. Many clients wonder if they’re missing deductions, overpaying, or making decisions that will hurt them later. Andy Wang CPA & Associates delivers personalized, forward-looking tax planning, helping you make the most of every opportunity and avoid pitfalls. Bay Area clients from Milpitas to San Jose trust us for guidance that looks beyond a single tax season.
Problems We Solve Every Day
Managing Stock Compensation and Equity Events
RSUs, stock options, and startup equity all create unique tax timing and reporting challenges. We help you plan exercises, vesting, and sales for minimized tax impact and avoid surprise bills.
Aligning Business Income With Personal Goals
Business owners face choices on owner compensation, timing of revenue and expenses, and entity structure. We map out scenarios, so your tax plan fits both your business and your life goals.
Multi-State and International Moves
Changing states or countries? Our planning addresses residency, source-of-income rules, and international tax treaties—reducing the risk of double taxation or unexpected liabilities.
Major Life Changes
Marriage, home purchase, business sale, or a significant windfall? Each can create tax complexity. We provide clarity and develop strategies that fit your situation.
Year-End and Quarterly Tax Projections
No more scrambling at filing time. We provide projections, calculate estimated payments, and offer timely advice so you’re never caught off guard by what you owe.
Tax Planning Isn’t Just for the Wealthy
Anyone with changing income, investments, or business interests can benefit. We help you spot tax opportunities, claim all available credits, and avoid common traps—whether your return is simple or highly complex.
Strategic Planning for Growing Businesses
As your business expands, so do tax-saving opportunities—from R&D credits and asset purchases to retirement plan optimization. Our team identifies these options and helps you implement them, not just talk about them.
Ongoing Guidance as Life and Laws Change
Tax laws evolve, and so do your needs. We offer year-round check-ins and adapt your plan for new developments, so your strategy always fits your reality.
Your Tax Planning Questions, Answered
Do you offer planning or just prepare returns?
We offer both. Our planning services are designed to be proactive, not reactive—mapping out strategies before key decisions are made.
Can you advise on stock options or RSU sales?
Yes. We help tech professionals and executives plan around vesting, exercises, and stock sales for optimal results.
Is tax planning worthwhile for small business owners?
Absolutely. Entity selection, expense timing, and retirement contributions all impact your business and personal tax bill.
How often should I review my tax plan?
At least annually—or whenever you experience major income or life changes.
Can you work with clients who move or work in multiple states?
Yes. We regularly assist clients with multi-state and international tax situations.
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Move Forward With Clarity and Control
Don’t leave your financial future to chance. Andy Wang CPA & Associates turns tax planning into an ongoing advantage—helping you save money, reduce stress, and take the right next step, year after year.