Theo Grant, CPA
Executive Tax Planning Advisor
Best for equity compensation tax, retirement plan design, quarterly tax planning.
Bio
Theo works with high-income W-2 households on RSUs, estimated taxes, and charitable planning coordination.
Best fit for
- Equity Compensation Tax
- Retirement Plan Design
- Quarterly Tax Planning
Common situations handled
- Executive tax briefing
Planning focus
Reviewed signals
Signal
Executive tax briefing
- Source / proof
- Specialist or firm profileProfile source
- Reviewed
- June 7, 2026
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