Tax Strategy & Planning
Tax Preparation
Audit Representation
Tax Policy
Tax Education
retroactive refund for a low-income student & parents, missed by tax pro and FreeTaxUSA
retroactive refund for an American expat, missed by TurboTax
tax savings for an international student, missed by TurboTax
penalties waived for an immigrant family
tax savings for a student, caused by a mistake on TurboTax
penalties avoided by filing obscure form immigrant student was unaware of
tax savings for an immigrant on work income by using carefully crafted tax position
Your tax savings might join this hall of fame.
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 7 years. I have helped clients navigate through a number of niche tax issues, including those involving international tax, startup and M&A, and stock compensation.
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.
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 2024 to serve a 3-year term on the Electronic Tax Administration Advisory Committee (ETAAC) in Washington, D.C., where I recently served as the tax professionals subcommittee chair, to advise the IRS and Congress on improving the tax system using technology.
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.
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.
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.
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.
We don't have investors, which allows us to focus on fighting for our clients and going the extra mile. We develop strategic partnerships with other professionals so we can support you through every stage of growth. We are building a generational firm that clients have come to rely on for life.
20% off for tax prep clients
$250/yr min. for non-clients
Audit representation, late filings, delinquent tax debts, etc.
+$25 per account after four
Analysis fee (optional): $125/ea
Federal & 1 State Included
Federal & 1 State Included
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, Stanford
Graduate Life Office, and the Stanford School of Medicine.
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.
Tax workshops hosted
Tax clinic volunteers trained
