Individual Taxationfor Executives
At your level, individual taxes go far beyond forms and filings. Every financial decision—from exercising equity to liquidating assets—has lasting consequences for your net worth and portfolio.
Clarity and Foresight
You are not looking for simple, generic support. You want clarity and foresight.
Richmond Street Advisors proudly presents senior-led, strategic individual tax advisory for high-net-worth individuals. Whether you are a corporate executive, a founder with capital gains exposure, or an investor active in crypto and real estate markets, we bring precise thinking to every angle of specific taxation strategy—all with absolute discretion.
Our Approach
Strategic guidance beyond compliance
Senior-Led Advisory
Direct access to senior CPAs with no junior handoffs.
Proactive Planning
We advise ahead of requirements, not just satisfy them.
Complete Discretion
Absolute confidentiality for sensitive financial matters.
Immediate Response
Prompt handling of IRS notices and urgent matters.
Comprehensive Tax Services
Strategic individual tax advisory tailored to your specific decisions, risk elements, and long-term vision
Capital Gains Planning
Optimized timing for stock sales, real estate, and equity compensation. Coordination of 10b5-1 plans and real-time tax-loss harvesting.
Crypto Tax Advisory
End-to-end tracking across wallets, NFT marketplaces, and DeFi platforms. Smart guidance on staking, liquidity pools, and token swaps.
Equity Compensation Strategy
Tailored tax planning for RSUs, ESPPs, ISOs, and NSOs—designed to optimize timing, minimize tax exposure, and support long-term wealth goals. Includes guidance on 83(b) elections, same-day sales, and multi-year equity vesting scenarios.
Amended Returns
Targeted corrections for missed credits, errors, or income misclassification. Quiet, senior-level handling for sensitive amendments.
IRS Notice Response
Immediate review and response by senior CPAs. Full audit support and ongoing representation when necessary.
Strategic Planning
Forward-looking tax decisions with maximum precision. Every financial decision analyzed for lasting portfolio consequences.
Capital Gains Planning that Matches Your Portfolio
Every exit, exercise, or sale naturally generates questions—and potential exposure. We present assistance in making the most of each opportunity through forward-looking decisions with maximum precision.
In the context of capital gains tax planning, timing is not everything—but it's close.
Strategic Capital Events
Every financial decision analyzed for lasting consequences to your net worth and future portfolio performance.
Crypto Tax Advisory for Active Investors
We embrace the fact that digital assets are not merely experimental anymore—they are foundational. Whether you are holding them, performing trading activities, or earning through DeFi, the tax approach should be just as sophisticated.
Our crypto tax advisory is designed under our broader individual tax advisory for high-net-worth individuals, for those who treat digital assets as a core part of their investment strategy—not a side bet.
ITIN Support for International Professionals
Entering the U.S. tax system should not come with delays or confusion. We provide discreet and complete support from start to finish.
Amended Returns That Fix More Than Mistakes
Sometimes it's not about what was filed—it's about what was missed. We provide targeted corrections with discretion.
IRS Notice Response
A letter from the IRS should not upend your day. When it arrives, we step in swiftly—fully focused and senior-led.
Frequently Asked Questions
Common questions about individual taxation for executives and high-net-worth individuals
Frequently Asked Questions
Everything you need to know about our elite tax advisory services
Let's Talk
This isn't ordinary tax prep. What Richmond Street Advisors presents is individual tax advisory for high-net-worth individuals—custom-tailored to specific decisions, risk elements, and your long-term vision.