Chelsea is an Enrolled Agent (EA), working in the taxation field since 2014. Chelsea is also an Equity Compensation Associate (ECA) through Santa Clara University, she brings advanced tax knowledge in equity compensation to our team. Chelsea’s expertise encompasses various stock option compensations, IPOs, and tax planning, allowing her to work closely with financial advisors to mitigate tax risks and burdens for our clients.
Credentials
- Enrolled Agent (EA) with the IRS
- Equity Compensation Associate (ECA) via Santa Clara University
- In tax practice since 2014
- Specializes in RSU, ISO, NSO, ESPP, and QSBS tax reporting, plus AMT planning for early-stage option exercises
