MicroTax | Everything connected. Proactive tax advisory and Virtual Family Office

The Virtual Family Office

A structure that was only ever built for a few hundred families

A family office is a private team: tax specialists, investment advisors, estate attorneys, and a CFO, all working on one family's financial life and all talking to each other. Running one costs several hundred thousand dollars a year, so it was built for balance sheets that could absorb that.

If you earn $300K to $1M, your financial life is not proportionally simpler. You have equity compensation, possibly a business, possibly property, a family, and a retirement that has to hold. What you have never been offered is the coordination.

MicroTax is that structure, delivered virtually. One advisor directing a specialist network. One relationship, one plan, everything connected.

What we look for

Every return is a roadmap. Compliance work is not paid to read it that way.

A tax return is priced and scoped to report what already happened. Reading it forward, as a plan, is different work on a different clock.

Profile	What the return shows	What we would look at
W-2 professional	401(k) underfunded, HSA blank, no tax-free retirement vehicle	§7702 plan, HSA maximization, backdoor Roth
Business owner	Self-employment tax maxed, SEP line blank, §199A unclaimed	S-Corp election, defined benefit plan, R&D credits
Real estate investor	Passive losses suspended, straight-line depreciation only	Cost segregation, short-term rental strategy, 1031 planning

Book Your 30-Minute Strategy Session

We will read your last return before the call. Bring nothing.

The F.A.S.T. Steps method

Right strategies, in the right sequence

Every client moves through the same four stages. Nothing gets recommended out of order, and nothing in a later stage gets sold before the earlier one is done.

Foundational

Core deductions, HSA maximization, retirement funding, entity review.

Advanced

Entity structuring, S-Corp elections, defined benefit plans, §199A.

Strategic

Cost segregation, R&D credits, §7702 plans, opportunity zones, 1031 exchanges.

Tactical

Estate design, legacy planning, cross-entity and equity event planning.

Where the relationship goes

Tax advisory is the door. Each step is funded by the one before it.

Tax advisory and optimization

Proactive, year-round planning and entity structuring. For many clients it stops here. That is a finished engagement, not a failed upsell.

Tax-free retirement, §7702

A retirement structure with no contribution limit and no required minimum distributions. These are life insurance products governed by IRS Section 7702.

Protection and risk

Life, disability, and annuity planning, coordinated with the tax and retirement position rather than sold separately.

Investment coordination

Portfolio alignment with your tax position, so one advisor is not undoing another's work.

Estate and legacy

Trust structures, beneficiary optimization, and estate tax mitigation with partner attorneys.

Fractional CFO

For business owners at $1M to $10M revenue: cash flow, forecasting, KPIs, and board-ready reporting.

How we are compensated

Tax advisory is a fee-based engagement. Retirement structures and insurance products carry commissions paid by the carrier. Investment coordination is billed as a percentage of assets under management. You will be told which applies before any recommendation is made, and every step is optional.

Replace this paragraph with the accurate description of MicroTax's arrangements. The point is that it appears here, in plain language, before anyone has to ask.

Proof

What the work produces, and who does it

$41K

Median first-year identified savings¹

200+

Strategies in the advisory library

12+

Service categories across entity types

90%

Client retention across the platform²

The team

Five founders, one platform

Sunil Cherian

CEO & Co-Founder

Entrepreneur and company builder. Sets firm strategy and leads growth.

LinkedIn ↗

Ron James

COO & Co-Founder

Runs integration for every practice that joins. Spent a decade at H&R Block, most of it as a regional director across seven western states and over 300 locations. Later an SVP at a firm that recovered more than $6B in tax credits for small businesses.

LinkedIn ↗

Reenu Cherian

Co-Founder

Tax-free retirement strategist. Leads client advisory across §7702 planning and equity compensation.

LinkedIn ↗

Salil Jain

Co-Founder

Twenty-five years building and scaling enterprise businesses. Go-to-market and customer operations leadership at DocuSign, SAP, MetricStream and Rackspace. MBA, University of Texas at Austin.

LinkedIn ↗

Harry Kemper

Co-Founder

Runs HB Kemper Enterprises. Builds the channel partnerships and firm network.

LinkedIn ↗

$54K

Identified, year one³

Technology executive
Bay Area
Four-year engagement

"I'd worked with the same CPA for eleven years and we had never once had a conversation that wasn't about a return already filed. The first MicroTax conversation surfaced $54K I'd been leaving on the table every year. The catch-up engagement paid for itself in three months."

Identity confidential, used with permission. Individual results vary and are not representative of all engagements.

Who we work with

Built for people whose financial life outgrew a 1040

If your tax bill feels bigger than it should be, that is usually a structure problem rather than a rate problem.

Technology professionals

Engineers, directors, executives

Engineers, directors and executives at big tech and pre-IPO companies, holding equity that arrives faster than the planning around it.

RSU vestingStock optionsESPPPre-IPO equity

See how equity changes the plan →

Startup leadership

C-suite at funded companies

Founders and executives at Series A through D companies who need the tax and exit work done before a liquidity event closes the window.

Exit planningQSBS§1202Founder shares

See what to do before an exit →

Physicians and attorneys

High-earning professionals

Practices and partnerships at combined marginal rates near the top of the table, usually with no tax-free retirement structure and no time to build one.

SE taxSEP and defined benefitPractice entity

See the practice-owner path →

Business owners and investors

Operators, property, families

Owners above $1M in revenue, property investors with multiple doors, and families thinking one generation ahead rather than one filing season ahead.

Cost segregation1031§199ASuccession

See the coordinated approach →

National platform

Founded in Silicon Valley. We only list a market where someone real is working

We expand by partnering with local firms. That gives you an advisor in your own market with a specialist bench behind them. Markets without a named advisor are marked as expanding, and we would rather show you a short list than a map.

★ Silicon Valley Los Angeles New York Austin, expanding Chicago, expanding Dallas, expanding Seattle, expanding Denver, expanding

Market list is illustrative. Publish only what is real: a named advisor per market, or "expanding."

There's a gap between what you earn and what you keep

A structure that was only ever built for a few hundred families

Every return is a roadmap. Compliance work is not paid to read it that way.

Right strategies, in the right sequence

Tax advisory is the door. Each step is funded by the one before it.

How we are compensated

What the work produces, and who does it

Five founders, one platform

Built for people whose financial life outgrew a 1040

Technology professionals

Startup leadership

Physicians and attorneys

Business owners and investors

Founded in Silicon Valley. We only list a market where someone real is working

Let's close the gap

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