Technology & Innovation
Strategies the day the IRS publishes the guidance. Not in a year-end recap.
Section 174, QSBS, 83(b), and OBBBA engineered as one system.
You do not need basic advice. You need structure that is current the week it changes.
Audit Protection / Defensible By Design / Limited Engagements
Built For
Founders with W-2 plus equity plus a little passive, who expect their advisors to keep up.
Every position documented to be defensible under review.
Engineered, not just filed. Architecture, not after-the-fact compliance.
Pain Mirror
If any of this sounds familiar.
Verbatim statements we hear from tech founders every week. Read them as a self-recognition scan.
- 01
"My income is W-2 plus equity plus a little passive, and no single advisor sees all of it."
- 02
"I find out about elections like 83(b) from other founders, not from my accountant."
- 03
"By the time my CPA reacts to a rule change, the window to act on it has already closed."
- 04
"I will not sit through a generic discovery call. Show me you already speak my language."
The Reframe
We do not replace your CPA.
We add the engineer.
Your CPA reconciles the year that ended. We engineer the structure before it starts. R&D treatment under Section 174, QSBS qualification and tracking, and 83(b) timing, coordinated against the current OBBBA landscape.
Access (what is in the code and what applies to your structure). Activation (align entities and timing). Authentication (documented to be defensible under review). One architecture, not four disconnected line items.
Mechanics
What is actually on the table.
The mechanics that actually move the needle for founders carrying equity, R&D spend, and W-2 income at the same time.
- 01
Section 174 R&D capitalization treatment.
- 02
QSBS exclusion engineering and tracking.
- 03
83(b) election timing on early equity.
- 04
Equity-plus-W-2 coordination across the cap table and the personal return.
- 05
OBBBA-aware structuring updated as guidance lands.
We treat 174, QSBS, and 83(b) as one architecture, not four disconnected line items. Results vary. Educational only. Not advice.
Results vary / Educational only / Not advice
The Offer
The $4,500
Tax Analysis.
A forensic review of your structure, designed to identify meaningful annual tax savings. If we do not identify meaningful savings, you receive a full refund of the analysis fee. If we do, your $4,500 credits toward implementation. Refund and "meaningful savings" terms are defined in the written engagement letter.
Aligned incentives. Results vary by facts and circumstances.
Results vary / Educational only / Not advice
Free Masterclass
Want to see the strategy first? Watch the masterclass.
A 45-minute walkthrough of the architecture we use to redesign tax positions for high-earning tech founders. No pitch. The full mechanics, in plain language.
Live Thursdays at Noon ET / 45 Minutes
Next Step
Ready to see what your structure is actually doing?
We intentionally limit the number of engagements we take on.
The gated guide is the primary action because self-directed founders will not book cold. The download is the Lead event; the strategy call is the downstream Schedule event for traffic that self-qualifies.