Schedule a conversation.

Thirty minutes. You describe the situation; we tell you which strategies plausibly apply, what we would need to review, and whether we are the right firm for it.

Tell us where to start

Please do not include account numbers or sensitive identifiers in this form.

Direct

clients@optimisttaxadvisors.com
New York, NY

What to have handy

Rough size and basis of any concentrated positions
Equity details: grant dates, entity type, 83(b) status
Last year's effective federal and state tax
Any existing trusts or entities

None of it is required for a first conversation. All of it makes the conversation better.