Framework Tax & Accounting

Q: What is FrameworkTax's contact information?

FrameworkTax can be reached at (408) 516-0066 or info@frameworktax.com. Business hours are Mon-Fri 9:00 AM - 6:00 PM.

You worked hard for your wealth. Keep more of it.

Tax consultant in Milpitas, CA (show on map)

FrameworkTax is a specialized tax advisory firm dedicated to helping high-net-worth individuals, investors, and businesses navigate complex tax situations including equity compensation, IPO events, and estate planning.

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About

FrameworkTax is a specialized tax advisory firm dedicated to helping high-net-worth individuals, investors, and businesses navigate complex tax situations with confidence. Founded to address the gap where tech employees get crushed by AMT, retirees overpay on Social Security, and founders miss QSBS exclusions.

They specialize in: equity compensation (RSUs, ISOs, NSOs, AMT), startup exits and IPO events, crypto gains, and retirement optimization. With 15+ years experience, 500+ clients served, and $100M+ in tax savings generated, their mission is to help people who earned their wealth through hard work, smart risks, or decades of saving keep as much of it as legally possible. No fancy jargon, no endless hourly bills—just clear strategies that work.

15+ years experience with $100M+ tax savings generated for clients

Specialize in equity compensation, IPO events, and estate planning that traditional CPAs miss

Clients keep an average of 15-30% more income through strategic tax planning

Clear pricing, proactive planning, year-round support

No tax jargon, just results

Services

Estate & Trust Tax Planning

Preserve generational wealth through sophisticated estate tax planning, trust administration, and multi-generational tax strategies. Federal estate taxes can claim up to 40% of assets above $13.61M (2024).

Estate Tax Minimization Trust Administration Irrevocable Trust Planning Gift Tax Planning Multi-generational Wealth Transfer Form 1041 Trust Returns Coordination with Attorneys

IPO & Equity Compensation Tax

Expert tax planning for RSUs, ISOs, NSOs, AMT, and stock sales. Help tech employees and founders minimize taxes on equity compensation and IPO windfalls.

RSU, ISO, NSO Tax Optimization 83(b) Election Guidance AMT Planning and Mitigation Stock Sale Timing Optimization Multi-state Withholding Strategies QSBS Coordination

Retirement Tax Planning

Strategic retirement income planning including Social Security optimization, IRA distributions, Roth conversions, and Medicare premium (IRMAA) minimization.

Social Security Optimization IRA and 401(k) Distribution Strategies Roth Conversion Planning Required Minimum Distribution (RMD) Planning IRMAA Minimization Legacy and Beneficiary Planning

QSBS Tax Exclusions

Qualified Small Business Stock exclusions for founders and early employees to potentially exclude millions in capital gains.

QSBS Eligibility Verification Section 1202 Optimization Holding Period Tracking Sale Structuring for Maximum Exclusion Documentation and Compliance

Small Business & Self-Employed Tax

Tax planning for LLCs, S-Corps, C-Corps, quarterly estimated payments, self-employment tax, and business deductions.

LLC, S-Corp, C-Corp Planning Quarterly Estimated Payments Self-employment Tax Reduction Home Office and Vehicle Deductions Business Expense Optimization

High Net Worth Tax Planning

Complex portfolio tax strategies including AMT planning, multi-state optimization, investment portfolio efficiency, charitable giving, and international tax compliance.

Alternative Minimum Tax (AMT) Planning Multi-state Tax Optimization Investment Portfolio Tax Efficiency Charitable Giving Strategies International Tax Compliance

Frequently Asked Questions

What is FrameworkTax's mission? +

FrameworkTax's mission is to help people who earned their wealth through hard work, smart risks, or decades of saving keep as much of it as legally possible. No fancy jargon, no endless hourly bills—just clear strategies that work.

How much can FrameworkTax save clients? +

FrameworkTax clients keep an average of 15-30% more of their income through strategic tax planning. They've generated $100M+ in tax savings across 500+ clients.

What is FrameworkTax's contact information? +

FrameworkTax can be reached at (408) 516-0066 or [email protected]. Business hours are Mon-Fri 9:00 AM - 6:00 PM.

What tax situations does FrameworkTax specialize in? +

FrameworkTax specializes in equity compensation (RSUs, ISOs, NSOs, AMT), startup exits, crypto gains, estate and trust tax, and retirement optimization—situations that traditional CPAs often miss.

What is the estate tax risk that FrameworkTax addresses? +

Federal estate taxes can claim up to 40% of assets above $13.61M (2024). Without proper planning, families could lose millions to taxes that were completely avoidable. FrameworkTax has helped families save $10M+ through strategic estate tax planning.