CA Tax Planning & Advising - Keep More Of What You Earn

Keep More with California & IRS Tax Planning

California’s tax landscape is one of the most complex and demanding in the nation. For entrepreneurs and equity holders, navigating these challenges requires more than just filing a return—it means proactively planning to protect your wealth and avoid unnecessary tax burdens.

Summitry improves financial outcomes by strategically aligning investment planning with tax-efficient strategies.

what we can do for you

Equity Compensation Tax Planning: Maximize the value of your RSUs, ISOs, and other stock options with strategies to minimize tax liabilities.
Entrepreneurial Tax Strategies: Optimize your business income and structure to reduce tax burden while supporting growth.
Tax-Efficient Investment Management: Align your investments with California's tax landscape to keep more of your returns.
Proactive Planning: Anticipate and prepare for tax challenges, from annual filing to capital gains and beyond.
Comprehensive Wealth Integration: We factor your taxes into your overall financial plan for a holistic approach.

Plan Smarter, Save More

Why summitry

Summitry

Unique investment philosophy and dedicated research team
Access to strategies designed to deliver tax-advantaged income
Specialized strategies for equity holders and entrepreneurs
Experience in navigating California’s high-tax environment
Multi-faceted fiduciary advisory team with supporting operations and strategy teams
Holistic, comprehensive approach to financial planning
Experience addressing California’s unique financial challenges

other advisor firms

One-size-fits-all investment strategies
Minimal experience managing equity compensation
One-person advisor teams
Limited understanding of California’s tax complexities
Reactive tax advice focused only on annual filings
Lack of ongoing communication and updates
Uncomprehensive financial forecasting
Opaque fees and hidden costs

*The Competitors are hypothetical and presented for illustrative purposes

feeling overtaxed and overwhelmed?

The complexities of tax overwhelm the best of us, especially with California’s high rates and complicated rules. Without a clear strategy, you risk overpaying or missing opportunities to reduce your tax burden. Managing varied assets like equity compensation, business income, and investments only adds to the confusion and stress.

we simplify the
tax maze

Proactive tax planning protects your lifestyle and your legacy. Our team of tax-savvy professionals helps optimize tax-advantaged accounts and charitable giving while preparing for state and federal returns. Keep more of your wealth for yourself and future generations.

about us

Summitry is a Bay Area wealth management firm specializing in personalized financial planning and investment strategies. We help entrepreneurs, equity holders, and high-net-worth individuals navigate the challenges of California’s tax environment while building a future they can feel confident about.

We believe in proactive, transparent, and strategic financial planning that empowers our clients to thrive. Let us help you make the most of your hard-earned wealth.