Client Stories

From equity planning to family goals, explore how clients turned ambition into achievement with Alphanso.
All
Tax Strategy
Equity & Comp

The $20K leak in a tidy Google salary

Google
Tax Strategy
Equity & RSU
Early retirement planning
RSU diversification

How a Google PM turned GSU whiplash into early retirement at 45

Equity & RSU
Google
Financial Planning
Estimated tax payments
Equity-comp concentration

A Google engineer's GSU vests kept ambushing him at tax time

Google
Tax Strategy
Equity & RSU
Layoffs
Severance planning

Laid off from Google. The 60-day plan that steadied everything.

Google
Life & Career Events
Tax Strategy
Tax Planning
RSU Concentration

A Datadog engineer was $32K short on taxes and had no idea — until July

Tax Strategy
Equity & RSU
Data Dog
RSU Diversification
Tax Optimization

A Google engineer was 80% in GOOGL. Here's how we diversified without a tax shock.

Google
Equity & RSU
Tax Strategy
Tax loss harvesting
RSU concentration

Harvesting losses helped an Amazon engineer unwind his AMZN pile

Amazon
Tax Strategy
Equity & RSU
Roth conversion
Tax optimization

An Amazon Alum's Lean Founder Year Turned Into a Six-Figure Roth Win

Amazon
Tax Strategy
Life & Career Events
Tax Optimization
RSU Diversification

An Amazon PM had a 'simple' setup. It was quietly costing her five figures a year.

Amazon
Tax Strategy
Equity & RSU
Early Retirement Planning
RSU Diversification

From Amazon RSU rollercoaster to FIRE at 47

Amazon
Financial Planning
Equity & RSU
Estimated Tax Payments
RSU Tax Withholding

How we penalty-proofed an Amazon engineer's big vesting year

Amazon
Tax Strategy
Equity & RSU
Tax-Loss Harvesting

His Microsoft stock was down 24%. He still owed tax on every share.

Microsoft
Tax Strategy
Layoffs & Severance Planning

Laid off from Amazon — here’s the 60-day plan we built together.

Amazon
Life & Career Events
Roth Conversions
Cashflow

A Meta alum's gap year became a six-figure Roth conversion window

Meta
Tax Strategy
Tax-Loss Harvesting
RSU Planning

How we harvested losses on a Meta engineer's RSUs to offset a giant vest

Meta
Tax Strategy
Equity & RSU
Tax Optimization

A Meta manager's 'simple' setup was quietly leaking $20K a year

Meta
Tax Strategy
Career transition
Tax Planning

He jumped from Meta to a competitor mid-year. We kept his tax bill from doubling.

Meta
Tax Strategy
Life & Career Events
RSU Diversification
Tax Optimization

A Meta engineer was sitting on $500K of META. Here's how we diversified without a tax shock.

Meta
Tax Strategy
Equity & RSU
Portfolio & Investing
RSU concentration
Tax-Loss Harvesting

An Intel engineer unwound a 487% winner without the tax bill she feared

Intel
Tax Strategy
Equity & RSU
Tax-loss harvesting

She made $400K a year at Meta. Her RSUs were underwater. Here's what changed.

Meta
Tax Strategy
RSU concentration

A Google engineer's biggest win quietly became his biggest risk

Google
Equity & RSU
RSU Diversification

A Snowflake PM watched her RSUs jump 36% overnight

Snowflake
Equity & RSU
Portfolio & Investing
Layoffs & H1B Planning

Laid off from Meta on an H1B. Here's the financial plan we built in 60 days.

Meta
Life & Career Events
Immigration
IPO Planning

How a Cerebras Engineer Turned a $48B IPO Into a Real Financial Plan

Cerebras
Equity & RSU
Tax-optimization

Unwinding $1.6M of concentrated RSU stock without a tax shock

Amazon
Tax Strategy
S-corp optimization

$158K cut from a physician's tax bill in year one

Business & Entity
IPO

ISOs, AMT, and a 22% Roth window before the IPO

Equity & RSU
Cross-border taxation

Retiring across two countries: a Roth ladder for an NRI couple

Immigration
Acquisition

An engineer turned a $4M acquisition payout into a 30-year plan in 90 days

Life & Career Events
Career Transition
Tax Planning

He switched from Microsoft to Meta mid-year. His tax bill didn't have to be a surprise.

Meta
Tax Strategy
Life & Career Events
Microsoft
Tax Optimization

Vikram had a "simple" setup. It was quietly costing him $18,000 a year.

Microsoft
Tax Strategy
Tax Reduction
S-Corp & Retirement Planning

A doctor earning $600K finally stopped overpaying the IRS

Tax Strategy
Financial Planning
Business & Entity
RSU Diversification
Tax Planning

An Amazon engineer stopped sitting on $400K of company stock and finally slept.

Amazon
Tax Strategy
Equity & RSU
Portfolio & Investing
Estimated Tax Payments
Taxes

From RSU windfall to penalty-proof paychecks

Meta
Tax Strategy
Portfolio Diversification
Goal Planning

From Series A liquidity to lasting security: transforming shares into a diversified plan

Portfolio & Investing
Financial Planning
Cross-Border Taxes
Tax-Loss Harvesting

From paycheck to runway: preserving wealth in a founder's first year

Microsoft
Tax Strategy
Immigration
Roth Conversions
Cashflow

How a Google alum turned a lean founder year into a $100K tax win.

Google
Tax Strategy
Retirement Planning
RSU Planning

Here's how a Meta PM went from RSU rollercoaster to FIRE at 45.

Meta
Equity & RSU
Financial Planning
Goal Planning
Tax Optimization

From RSU chaos to clarity: four Meta stories you'll recognize

Meta
Tax Strategy
Financial Planning