Remote Advisory
Virtual Tax & Wealth Advisory, Nationwide
Secure video meetings, encrypted document sharing and e-signature, so your advisor is wherever you are, from Austin to Seattle and every time zone in between.
- Austin
- Seattle
- Georgia
- New York
- New Jersey
Tech careers move. An engineer hired in San Jose may be working from Austin two years later, and a product manager in Seattle may hold RSUs that began vesting in California. Our practice was built virtual-first for exactly this reason. Wherever you live, you meet with Grace over secure video, share pay stubs, grant agreements and tax returns through an encrypted client portal, and sign engagement documents electronically. The planning is the same as it would be across a desk, and it is usually easier to schedule.
We also work regularly with clients in Georgia, New York and New Jersey. Austin and Seattle are two of our most common remote locations, and each has its own wrinkles. Texas and Washington do not tax wages at the state level, which makes both cities popular destinations for tech employees leaving California. Washington does, however, apply a capital gains excise tax to large long-term gains above an exemption amount, which can matter when a concentrated stock position is finally sold. And California does not let go easily: equity that vested while you worked there remains California-sourced income even after you move, so the order in which you relocate, exercise and sell deserves real planning. We serve clients in every US time zone, offer early-morning and evening slots, and advise in English or Mandarin.
Services most relevant here
Proactive Tax Strategy
Relocating between California, Texas and Washington is where multi-state sourcing rules and timing produce the biggest differences, and we model them before you move rather than after.
Learn moreEquity Compensation Strategy
RSUs and options granted in one state and vested in another need a clear allocation record; we build it and keep it current so your CPA is never guessing.
Learn moreAsset Allocation
Selling a concentrated position after a move raises federal and, in Washington, state-level capital gains questions that belong inside a broader allocation plan.
Learn moreHolistic Financial Planning
A holistic plan gives remote clients one place where taxes, equity, retirement and family goals stay coordinated, whichever city you call home this year.
Learn more
How we meet
Every engagement can be completed entirely online. We use secure video conferencing for meetings, an encrypted portal for documents and e-signature for agreements, so nothing sensitive travels by ordinary email. We schedule across Pacific, Mountain, Central and Eastern time, with early-morning and evening options for clients outside California, and in-person meetings remain available by appointment for clients in Southern California and the Bay Area.
Virtual consultations nationwide
Frequently asked questions
How does a fully virtual engagement actually work?
It starts with a free video consultation. If we decide to work together, you sign the engagement agreement electronically and receive access to a secure client portal, where you upload documents such as pay stubs, grant agreements and prior returns instead of emailing them. Meetings happen over video at times that suit your schedule, and you receive written plans and summaries through the same portal. Nothing about the process requires you to be in California.
I moved from California to Austin last year. Do I still owe California tax on my RSUs?
Possibly, on part of them. California taxes equity compensation based on where you worked during the vesting period, not simply where you live when the shares vest or are sold. If a grant began vesting while you worked in California and finished after you moved, a portion of that income is typically treated as California-sourced. We calculate that allocation, document it for your CPA and plan future vests and sales with the rule in mind.
Washington has no income tax, so why do Seattle clients still need tax planning?
Washington does not tax wages, but it does apply a capital gains excise tax to large long-term gains above an exemption amount, with certain exclusions. For a Seattle engineer who has accumulated a concentrated position over years of vesting, a single large sale can cross that threshold. Federal tax, AMT on ISO exercises and any California-sourced income from earlier years still apply as well, so planning remains worthwhile.
Which time zones do you serve, and can meetings be held in Mandarin?
We work with clients in every US time zone and hold early-morning and evening slots for people outside the Pacific zone, so an engineer in Austin or a manager on the East Coast does not have to take a call in the middle of a workday. Every meeting is available in English or Mandarin, and family members are welcome to join from a separate location. If you are travelling for a period, we can usually accommodate that as well.
Ready to turn your uncertainty into certainties?
Start with a complimentary 15-minute strategy session. We will look at your portfolio, your tax picture and your goals, and tell you plainly what we would do next.