Complex personal taxes
made simple
Unlimited tax advisory and year-round planning from your dedicated team
Laura Moreno
Co-founder, Chief Tax Officer
Certified Public Accountant
12+ years experience
Jason Hoffman
Tax Advisor
Certified Financial Planner®, Enrolled Agent, and Equity Compensation Associate
8+ years experience
Sam Patrone
Tax Advisor
6+ years experience
Jim Carroll
Senior Tax Advisor
Juris Doctor, Attorney in New York
7+ years experience
Jonathan Lincicome
Tax Analyst
Enrolled Agent
4+ years experience
Ben Davidson
Tax Analyst
Certified Public Accountant
5+ years experience
Hand off your documents.
We’ll handle the rest.
Collects, reads, and even renames all of your tax documents for you
Simply upload forms, letters, and pictures and we’ll extract the information we need.
Makes it easy to see your total tax picture and predict what you’ll owe
Skim trends or unpack the details of how specific values were calculated with Taxcasting technology.
Automatically syncs with your banking and investment platforms
Link apps tied to your investments and we’ll note activities that affect your taxes.
Why clients trust Fifteenth
“Fifteenth helped me easily navigate ISO exercises by building a model to weigh the pros and cons of various scenarios. Throughout the year, they’ve also been proactive in helping me estimate my tax obligations and stay on top of quarterly payments. Would highly recommend them!”
“I helped Vivek see the advantages of exercising his stock options at different intervals throughout the year. Together we arrived at the decisions that make the most sense for his goals.”
“Fifteenth has made my life so much easier as a VC. The process is smooth and my dedicated team handles all of my K1s without any hassle. With Fifteenth, I don’t have to worry about a thing.”
“We know clients like Jordan don’t have time to burn reviewing every tax form and letter. We collect all of his K1s as they come in, and stay on top of his tax picture so he doesn’t have to.”
Strategy, planning, and filing for one wonderfully flat fee
Personalized pricing
What you pay is based on your unique tax situation and its complexity.
Unlimited access
Connect with your dedicated team of tax experts anytime.
Filing included
One all-in fee for everything from scenario planning through filing.
Your security is our top priority
Secure Storage and Communications
We protect our data with industry-leading encryption in transit and at rest, and use encrypted channels for all communications.
Proactive Monitoring
We run regular security audits and vulnerability assessments to protect your information.
Strict Access Controls
We only grant access to your documents to licensed tax professionals, and only when necessary.
Want to work together?
We partner with wealth advisors and financial planners to offer clients a streamlined, cost-effective, and enjoyable tax experience. See how Fifteenth can integrate with your offering and give your clients the gift of visibility.
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