Client Stories
From equity planning to family goals, explore how clients turned ambition into achievement with Alphanso.
The $20K leak in a tidy Google salary
Tax planning
Equity comp
Google
Tax Strategy
Equity & RSU
From paycheck to runway: preserving wealth in a founder's first year
Cross-border tax
Tax loss harvesting
Microsoft
Tax Strategy
Immigration
A doctor earning $600K finally stopped overpaying the IRS
Tax planning
S-corp planning
Tax Strategy
Financial Planning
Business & Entity
She made $400K a year at Meta. Her RSUs were underwater. Here's what changed.
Tax loss harvesting
Meta
Tax Strategy
Her Microsoft sabbatical became a once-in-a-decade Roth window
Roth conversion
Sabbatical
Microsoft
Tax Strategy
Life & Career Events
Laid off from Amazon — here’s the 60-day plan we built together.
Layoff planning
Amazon
Life & Career Events
How harvested losses paid the tax on a Googler's biggest vest
Tax loss harvesting
RSU diversification
Google
Tax Strategy
Equity & RSU
An Amazon engineer stopped sitting on $400K of company stock and finally slept.
RSU diversification
Tax planning
Amazon
Tax Strategy
Equity & RSU
Portfolio & Investing
$158K cut from a physician's tax bill in year one
S-corp planning
Business & Entity
An Intel engineer unwound a 487% winner without the tax bill she feared
RSU concentration
Tax loss harvesting
Intel
Tax Strategy
Equity & RSU
From Amazon RSU rollercoaster to FIRE at 47
Early retirement
RSU diversification
Amazon
Financial Planning
Equity & RSU
A Google engineer was 80% in GOOGL. Here's how we diversified without a tax shock.
RSU diversification
Tax planning
Google
Equity & RSU
Tax Strategy
How we penalty-proofed a Microsoft engineer's surprise tax bill
Estimated taxes
RSU withholding
Microsoft
Tax Strategy
Equity & RSU
He left Google for a startup mid-year. We tamed the double-vest tax year.
Career change
Tax planning
Google
Tax Strategy
Life & Career Events
A Snowflake PM watched her RSUs jump 36% overnight
RSU diversification
Snowflake
Equity & RSU
Portfolio & Investing
An Amazon engineer found a $29K tax gap with 48 days to fix it
Estimated taxes
RSU concentration
Amazon
Tax Strategy
Equity & RSU
An Amazon Alum's Lean Founder Year Turned Into a Six-Figure Roth Win
Roth conversion
Tax planning
Amazon
Tax Strategy
Life & Career Events
Laid off from Google. The 60-day plan that steadied everything.
Layoff planning
Severance
Google
Life & Career Events
Tax Strategy
The NVIDIA engineer who kept saying "I'll sell after earnings."
RSU concentration
Tax planning
Equity & RSU
Tax Strategy
How a Snowflake senior PM mapped his exit at 48
Early retirement
Tax planning
Snowflake
Financial Planning
Tax Strategy
How a Google alum turned a lean founder year into a $100K tax win.
Roth conversion
Cashflow
Google
Tax Strategy
A Google engineer's GSU vests kept ambushing him at tax time
Estimated taxes
RSU concentration
Google
Tax Strategy
Equity & RSU
An Amazon PM had a 'simple' setup. It was quietly costing her five figures a year.
Tax planning
RSU diversification
Amazon
Tax Strategy
Equity & RSU
Laid off from Snowflake. We built a 60-day security plan.
Layoff planning
Tax planning
Snowflake
Life & Career Events
Tax Strategy
An engineer turned a $4M acquisition payout into a 30-year plan in 90 days
Acquisition
Life & Career Events
Laid off from Microsoft after 12 years. The 60-day plan that steadied the ship.
Layoff planning
Tax planning
Microsoft
Life & Career Events
Tax Strategy
.webp)
How a Cerebras Engineer Turned a $48B IPO Into a Real Financial Plan
IPO planning
Cerebras
Equity & RSU
His Microsoft stock was down 24%. He still owed tax on every share.
Tax loss harvesting
Microsoft
Tax Strategy
A Meta alum's gap year became a six-figure Roth conversion window
Roth conversion
Cashflow
Meta
Tax Strategy
From RSU chaos to clarity: four Meta stories you'll recognize
Goal planning
Tax planning
Meta
Tax Strategy
Financial Planning
How we penalty-proofed an Amazon engineer's big vesting year
Estimated taxes
RSU withholding
Amazon
Tax Strategy
Equity & RSU
Harvesting losses helped an Amazon engineer unwind his AMZN pile
Tax loss harvesting
RSU concentration
Amazon
Tax Strategy
Equity & RSU
From Series A liquidity to lasting security: transforming shares into a diversified plan
RSU diversification
Goal planning
Portfolio & Investing
Financial Planning
Laid off from Meta on an H1B. Here's the financial plan we built in 60 days.
Layoffs & H1B
Meta
Life & Career Events
Immigration
A Datadog engineer was $32K short on taxes and had no idea — until July
Tax planning
RSU concentration
Tax Strategy
Equity & RSU
Datadog
Vikram had a "simple" setup. It was quietly costing him $18,000 a year.
Tax planning
Microsoft
Tax Strategy
A Meta engineer diversified $2M in stock without the tax hit
RSU concentration
Tax planning
Meta
Equity & RSU
Tax Strategy
He jumped from Meta to a competitor mid-year. We kept his tax bill from doubling.
Career change
Tax planning
Meta
Tax Strategy
Life & Career Events
After the IPO, 90% of his net worth was one stock
RSU concentration
Tax planning
Cerebras
Equity & RSU
Tax Strategy
He switched from Microsoft to Meta mid-year. His tax bill didn't have to be a surprise.
Career change
Tax planning
Meta
Tax Strategy
Life & Career Events
Microsoft
A Microsoft engineer had $700K riding on one stock
RSU concentration
Tax planning
Microsoft
Equity & RSU
Tax Strategy
How we harvested losses on a Meta engineer's RSUs to offset a giant vest
Tax loss harvesting
RSU planning
Meta
Tax Strategy
Equity & RSU
Here's how a Meta PM went from RSU rollercoaster to FIRE at 45.
Retirement
RSU planning
Meta
Equity & RSU
Financial Planning
How a Microsoft manager turned RSUs into retirement at 50
RSU diversification
Early retirement
Microsoft
Equity & RSU
Financial Planning
A paper millionaire at OpenAI couldn't make a down payment
Pre-IPO
Tax planning
Equity & RSU
Tax Strategy
How a Google PM turned GSU whiplash into early retirement at 45
Early retirement
RSU diversification
Equity & RSU
Google
Financial Planning
A Meta engineer was sitting on $500K of META. Here's how we diversified without a tax shock.
RSU diversification
Tax planning
Meta
Tax Strategy
Equity & RSU
Portfolio & Investing