Credentials & Experience
I'm federally credentialed as an Enrolled Agent and have advised on upwards of multi-million dollar transactions for hundreds of taxpayers in the last 6 years, navigating through a number of niche tax issues.
The tax professional who fights for
brilliant innovators
Tax Strategy & Planning
Tax Preparation
Audit Representation
Tax Policy
Tax Education
Tax savings secured
$26,600
$15,400
$90,250
$7,000
$10,500
$25,000
Some of the companies our clients work with
E-commerce stores
U.S. Government
Top 3 universities in the world
FAANG tech companies
Tier 1 & 2 VC firms
Big Four banks
Big Three consulting firms
Mom & Pop shops
Medical and services firms
Tax savings secured
$26,600
retroactive refund for a low-income student & parents, missed by tax pro and FreeTaxUSA
$15,400
retroactive refund for an American expat, missed by TurboTax
$7,000
tax savings for an international student, missed by TurboTax
$90,250
penalties waived for an immigrant family
$10,500
tax savings for a student, caused by a mistake on TurboTax
$25,000
penalties avoided by filing obscure form immigrant student was unaware of
$17,650
tax savings for an immigrant on work income by using carefully crafted tax position
Your tax savings might join this hall of fame.
About Jack
Managing a federally-funded tax clinic
Previously, I founded and led TaxFellows, a VITA tax clinic that partnered with the IRS and various Stanford offices that served students and low-income taxpayers.
Under my leadership, I had scaled the clinic to a team of 16 volunteers and 350+ annual clients in two years, achieved the lowest e-file rejection rate across all new VITA clinics on the West Coast by implementing strong quality control measures, and secured federal funding as one of two organizations in the entire San Francisco Bay Area.
Advocating for a better tax system in Washington D.C.
I'm a member of the National Association of Enrolled Agents (NAEA), where I serve as a board member on its political action committee (PAC), lobbying for better service levels for the IRS and minimum standards for practice to protect consumers.
I was confirmed by U.S. Treasury in Sep. 2024 to serve a 3-year term on the Electronic Tax Administration Advisory Committee (ETAAC) in Washington, D.C. to advise the IRS and Congress on systemic improvements to the tax system using technology.
Making Tax Advice Practical
I'm an immigrant who grew up in a low-income, single parent household. I'm also a seasoned, Stanford-educated software engineer, a former startup founder, and a business owner. These experiences have enabled me to deliver highly personalized, practical advice to clients from all walks of life.
Our Values
Clever, but Realistic
We will always fight for the best result for you by using extensive research to craft clever yet defensible positions. However, we will also be frank with you when we've hit the ceiling for your tax optimizations.
Responsible Tech & AI Use
We strive to provide the best-in-class experience for you in part by using tech in new and innovative ways. At the same time, you can trust that you will always be working with a human on your taxes, and we will never use your data to train AI models.
Tax Data Stays in U.S.
We recognize how sensitive your personal and financial data is. We also recognize the limited jurisdiction the U.S. has against data thieves abroad. That's why our team will always be 100% U.S.-based, and your data will always remain in the U.S.
No Investors
We don't have investors, which allows us to focus on just fighting for our clients and doing things the right way. We are building a generational firm that clients have come to rely on for life.
Services
$125
Tax Advising &
General Work (15 min)
20% off for tax prep clients
$250/yr min. for non-clients
Contact for Info
Special Projects
Audit representation, late filings, delinquent tax debts, etc.
$200
FBAR/FATCA Filings
+$25 per account after four
Analysis fee (optional): $125/ea
$375+
Tax Return Preparation
Federal & 1 State Included
$475+
Amended Tax Return
Federal & 1 State Included
What's included
- Free 15-minute tax return review session ($125 value)
- Guidance on all tax notices related to the tax return prepared
- We make things right: We will pay up to $1,000,000 in penalties and waive our fees on all audit & remediation work if we make a mistake based on information you provided
- 20% discount on our advising & general work rate until next tax season
- Free e-filing of tax returns (as permitted)
Add-ons
- Extension: $75; waived upon completion of tax prep
- White Glove Service (we assist you in obtaining tax documents we need): $100 per 15-minutes, post-discount
- Section 83(b) Election Advising, Prep, and Mailing: $275
- Mailing Fee: $25 per filing/addressee (+$10 for certified mail)
Tax Education
Jack regularly works with U.S. college partners to provide crucial tax education and support to college students as they navigate through the nuanced and complex U.S. tax system for the first time in their lives.
Current and past partners include: Stanford Mind Over Money, Stanford Bechtel International Center, Stanford First-Generation and/or Low-Income Student Success Center, Stanford Graduate School of Business, Stanford King Center on Global Development, and Stanford Graduate Life Office.
Annually, Jack also trains tax clinic volunteers on tax law from the ground up at his VITA tax clinic, TaxFellows, to help volunteers new to tax feel confident in preparing tax returns for low-income families and individuals.
15+
Tax workshops hosted
50+
Tax clinic volunteers trained
