Modern tax firm for people in tech. Serving founders, execs and investors from leading Bay Area companies.
San Francisco, CA
Joined November 2024
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As your income evolves, your tax strategy should too.
Built for ambitious earners - operators, founders, and investors navigating high-growth complexity.
Trusted by clients at @AnthropicAI , @SpaceX , @sequoia , @lightspeedvp , @generalcatalyst , and many more.
AI meets human expertise 🤝
Not just faster tax filing - smarter, year-round strategy.
Tax season just ended.
Which makes this the best time to start preparing for the next one.
Meet Ben Davidson, CPA.
He’s all about helping our clients keep more of their money - so they can put it toward the things that really matter, like buying a home, growing their family, or their next chapter.
You can watch his full feature below ⬇️
youtube.com/@Fifteenthtax
Meet Jonathan Lincicome.
Jonathan thrives on helping our clients cut through complexity and feel confident in every financial decision they make.
Grateful to have you on our team, Jonathan.
You can watch his full feature below ⬇️
lnkd.in/e_k5NW23
Thank you @lizwessel! We love to hear from our customers 🥳
I have no affiliation whatsoever w/ this company so please know this is a sincere endorsement: the tax platform @fifteenth_tax crushed it this year for my family. They did a 10x better job explaining where my taxes shook out than any prior accountant we’ve worked with, and made the whole experience of doing our taxes (collecting docs, reporting correctly, etc) so much easier and better. Highly recommend.
Tax Day.
The industry treats it like a moment.
We treat it like an output.
This season, we supported almost 1,500 clients - not just at the deadline, but across all the decisions that led up to it.
Grateful to be building something that shows up all year, not just today.
Meet Kayleen Ho, CPA.
Most people don’t want to think about taxes, because they’re confusing, reactive, and usually surface when it’s already too late.
Kayleen changes that.
She partners closely with clients to bring clarity to their full financial picture, turning taxes from a once-a-year headache into a year-round advantage. 💪🏼
Outside of work, she’s either on the yoga mat or leveling up her cooking skills in the kitchen.
Grateful to be building alongside you, Kayleen.
Watch her full video below ⬇️
lnkd.in/ecUfwr_N
Meet Zachary Alexander, CPA.
He’s passionate about helping our clients think beyond just tax season and really understand their full financial picture.
You can watch his full feature below ⬇️
youtube.com/watch?v=Jh6ncQmJ…
Meet Caroline Buckley, EA, MST.
Caroline partners closely with our clients to bring clarity to complex moments - helping them navigate equity compensation and liquidity events with confidence. 👏
You can watch her full feature below ⬇️
youtube.com/watch?v=QlKE96xV…
👋 Meet the co-founders behind Fifteenth
@ankurd navigated taxes as a founder + early employee at companies like @X , @flexport , and @Rippling . He couldn't get clear answers on the tax treatment of complex equity compensation, now he's building a better way.
@LauraMoreno_CPA , CPA, built @cartainc's tax advisory business and worked with high net worth family offices advising on tax strategy. She’s who you want in your corner when the stakes and numbers - get real.
Together, they’re building Fifteenth to deliver proactive tax guidance for ambitious earners - built for modern careers, complex compensation, and long-term wealth.
Are you a high-earning W2?
We are building for you 💪🏼
Thank you for the mention @ankurnagpal!
Meet Jim.
One of the incredible members of our tax team.
We’ll be showcasing more of the people behind the work, the experts helping founders and operators navigate some very complex tax decisions.
Watch the full video on YouTube to hear more from Jim.
youtube.com/watch?v=AlJ5-kwm…
Another week in tech, another tender offer announcement - congrats @DecagonAI team!
Decagon employees we are here to help you keep more of what you've earned 💪
techcrunch.com/2026/03/04/de…
Fifteenth retweeted
Regular tax firms don't grow like this. They stop taking clients after December and only grow 10% YoY.
@fifteenth_tax is doing something different. We've been growing 20% MoM for the last 6 months, and it's only accelerating into this tax season.
Why are we able to accept so much inbound? Because our CPAs are 10x more effective. All the grunt work is done by AI agents while humans provide expertise at the tail end, ensuring better client experience and higher accuracy!
PS we are still taking on clients (yes, even in March!)
Several major tender offers already announced this year ⬇️
@databricks , @AnthropicAI , @Plaid , @stripe
…and it’s still Q1.
Behind each one are thousands of employees navigating equity liquidity, AMT exposure, and tax planning for the first time.
Tender offers create liquidity.
Tax planning determines how much you actually keep.
Congrats to the @Plaid team on their recent tender! 🎉
Plaid employees we are here to help you navigate this exciting moment and help you keep more of what you've earned 💪🏻
We created a webinar where you can learn more about how we help our clients avoid costly mistakes during a tender offer! Link in thread
INBOX: Plaid announced the completion of a tender offer valuing the fintech at $8B -- a partial rebound from its $6.1B valuation set last year.
The momentum is fueled in part by AI, Plaid says: 20% of new customers in 2025 were in the category.
Now's a great time to read our @UpstartsMediaCo long-form profile on cofounder William Hockey and what he's doing at new startup Column, published yesterday 👇
upstartsmedia.com/p/profile-…
