Who Vega is for
We're built for four kinds of households.
Pick the one that fits — we'll walk you through the strategies that may apply, the pains we've heard a hundred times, and what we'd actually do about it.
Tax + wealth planning for founders.
R&D credit, QSBS, S-Corp election, Roth ladders, and asset location — all under one CPA + RIA firm. Year-round, not just April.
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Tax planning for real estate investors.
Cost segregation, 1031 exchanges, REPS qualification, short-term-rental loophole, and the wealth-side coordination most CPAs miss.
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Equity-comp tax planning that doesn't cost you the next vest.
RSU sell-to-cover, ISO AMT modeling, QSBS, Section 83(b) — all coordinated with your portfolio so the tax-and-investment picture lines up.
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Tax planning for high-income households.
Backdoor + mega-backdoor Roth, HSA optimization, Roth ladders, donor-advised funds, and tax-aware investing — coordinated, year-round.
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