For C-Suite & Senior Executives

If your W-2 + RSUs put you over $400K, the IRS is your largest expense — by far.

RSU planning. Deferred comp. QSBS qualification. Entity-routed consulting income. Strategies most CPAs don't even raise with executive clients.

Sanjay Asija, CPA, MBA, MST

Profit First Professional · Strategy lead for high-income professionals nationwide

Reserve your strategy session

30-min call with a tax strategist. Direct booking, no webinar.

First name

Last name

Phone (US)

Approximate total comp (W-2 + RSU + bonus)

$400K – $750K $750K – $1.5M $1.5M+ Under $400K

About how much did you pay in taxes last year?

$10K – $25K $25K – $50K $50K – $100K $100K – $250K $250K+

Your state

$2,497 assessment fee — fully refundable if we don't identify $10K+ savings.
$100 off when you leave a Google review after our discovery call.

$199K

Year-1 projected savings for an IL executive household.

$946K HHI, Equipment Leasing primary [verified deck]

$96K

Median Year-1 projected savings across our physician/exec decks.

8 verified high-W-2 deck floor $73K, ceiling $168K

$108K

Mean Year-1 projected savings via Charitable Gift Financing.

Often stacks with RSU planning [10 verified decks]

What we cover in your strategy session

RSU + Stock Comp Planning

Most CPAs treat RSU vests as ordinary W-2 income and move on. We model AMT exposure, opportunistic 83(b) windows where they apply, and quarter-by-quarter sale planning to flatten the spike.

Deferred Comp + Mega-Backdoor

If your employer offers NQDC or a Mega-Backdoor Roth path, the difference between using it and not is often $30K-$60K/year. We help you decide which years to defer based on your projected post-employment rate.

Side Entity + Consulting Income

If you do board work, consulting, or speaking on the side, the entity structure for that income alone can be a $20K-$40K/year decision. We map it against your W-2 to optimize the combined picture.