Steve Novak works with senior technology professionals, executives, and founders of closely held businesses to improve after-tax outcomes across their income, their companies, and their long-term wealth.
He approaches each completed tax return as a diagnostic identifying what happened, why it happened, and what decisions between now and year-end could change the outcome.
His work includes business structure planning, executive compensation strategy, retirement and investment tax planning, and multi-state taxation for clients with equity compensation, pass-through businesses, and closely held company interests.
