TaxSquad

TaxSquad is a Tax Preparer in Burlingame, CA, located at 851 Burlway Rd #306. The firm specializes in tax planning and preparation for tech professionals and small businesses. Services include guidance on exercising ISOs, NSOs, and RSUs, alternative minimum tax planning, and year-round tax optimization for stock-based compensation vesting, promotions, bonuses, and relocations. The team handles comprehensive return preparation for individuals with diverse income streams, stock option reporting for ESPPs, real estate income management, and partnership income navigation. They also assist clients with IRS and state letters, audits, and payment issues. The business holds a rating of 4.80 based on customer reviews.

Jessica Dhillon, EAJ, is an Enrolled Agent and business owner with over 10 years of tax planning and preparation experience. A 2012 University of California, Irvine graduate, she advises clients on taxes, business strategy, and stock compensation. Sim Bachal, CFA, CFP®, MBA, serves as a tax strategist with over 10 years of experience helping tech professionals optimize tax strategies, manage equity compensation, and navigate complex tax situations to minimize liabilities.

The firm utilizes a secure and user-friendly client portal for streamlined setup. Clients upload tax documents through the platform for preparation, review, and electronic signing. The process is designed to handle multi-faceted returns and complex scenarios while maintaining accuracy.

TaxSquad maintains a positive rating from the customers who have reviewed it, reflecting the reliability of its services for tech professionals in the area.

With specialized expertise in tech compensation and a high customer rating, TaxSquad provides essential tax support to Burlingame professionals.

TaxSquad is situated on Burlway Road in Burlingame, California, near landmarks such as Mills Creek and Old Bayshore Highway, both about a tenth of a mile away.

BizScoreAI assigns TaxSquad a performance score of 100 out of 100, which measures website loading speed to keep visitors on the page and aids search engine ranking. The business holds a discoverability score of 75 out of 100.