TaxSquad

TaxSquad is a tax preparer in Burlingame, California, specializing in tax planning and preparation for tech professionals and small businesses. The firm offers expert services tailored to complex financial situations, including stock option strategies for ISOs, NSOs, and RSUs, Alternative Minimum Tax (AMT) planning, and year-round tax optimization aligned with income events like promotions, bonuses, and relocations. They provide comprehensive return preparation, accurate reporting for ESPPs and partnership income, and support for real estate and rental property deductions. Clients also receive assistance with IRS and state tax notices, ensuring prompt resolution and clear communication throughout. With a 4.80 rating, TaxSquad is trusted by professionals seeking accuracy, efficiency, and stress-free tax management.

The firm is led by Jessica Dhillon, an Enrolled Agent with over a decade of experience, and Sim Bachal, a CFA and CFP® with expertise in tax strategy and equity compensation. Together, they combine deep technical knowledge with a client-focused approach, emphasizing clarity and ease. Their process is designed to be tech-friendly, using a secure, user-friendly client portal for document uploads and electronic signing, allowing clients to manage their taxes with minimal disruption. The team prioritizes proactive planning, helping clients minimize liabilities and maximize benefits across all stages of their financial journey.

TaxSquad is located at 851 Burlway Rd, Suite 306, in Burlingame, California. The office sits just a short walk from Mills Creek and Easton Creek, with the Shorebird Sanctuary and Bay Club Broadway Tennis nearby. It is approximately a half-mile from Peninsula High School and a short drive from Old Bayshore Highway, placing it within a quiet, green corridor that blends residential calm with easy access to major routes.

The business demonstrates strong online visibility and credibility, with a well-optimized website that search engines read cleanly and detailed business information consistently available across platforms. This reliability enhances its presence in digital searches and reinforces trust with prospective clients.

As a dedicated tax partner for tech professionals in Burlingame, TaxSquad combines specialized expertise with a streamlined, modern approach, making complex tax matters manageable and predictable in a city defined by innovation and fast-paced change.