Get your taxes prepared and a real tax strategy for your equity comp.

RSUs vesting. ISOs expiring. ESPP shares sitting there. Most tax pros file your return. We help you file and we’ll help you plan around it. Proactive strategy for complex, equity-compensated households.

Book My Tax Prep Intro Call
the problem

Your tax situation isn't simple, your tax advisor should reflect that.

Tech professionals face a different level of complexity. Generic tax software and generalist CPAs weren’t built for it.

RSUs

Restricted Stock Units

Most employers withhold at a flat rate when RSUs vest. For high earners, that rarely covers the actual tax due. Year-round planning, not just filing, is how you avoid the surprise.

ISO/NSO

Stock Options

ISO exercise timing, AMT exposure, 83(b) elections for early exercise these aren't checklist items. They're planning decisions.

ESPP

Employee Stock Purchase Plans

Qualifying vs. disqualifying dispositions, holding period rules, the cost basis that brokers often report incorrectly easy to miss, expensive to get wrong.

W2 + Equity

High-Income Complexity

Top marginal rates, state taxes, Net Investment Income Tax, NIIT thresholds your income profile creates compounding complexity most preparers aren't watching for.

what we do

More than tax preparation.
Proactive planning.

We prepare your return accurately and work with you throughout the year on the decisions that actually change your tax outcome.

core

Tax Preparation

Federal and state returns prepared with full equity compensation expertise W-2, RSUs, options, ESPP, all of it.

Planning

Proactive Tax Strategy

Year-round guidance on estimated payments, vesting decisions, and timing moves that reduce your bill before year-end.

Equity

Equity Comp Advising

When to exercise, when to sell, how to think about concentration the planning layer that sits above the filing.

Delivery

100% Virtual

Secure document sharing, video consultations, digital signatures. No office trips, no paper. Built around how tech professionals actually work.

WHY I STARTED THIS PRACTICE

My clients needed more than basic tax prep.

I’m Peter Donisanu, an IRS Registered Tax Return Preparer with 6 years working with tech professionals on equity compensation and tax planning.

I started this firm after seeing the same frustrations come up again and again. Clients with complex equity comp situations were struggling to find a qualified preparer who could handle their return well and actually engage with them, not treat them like one number in a high-volume process.

In many cases, my clients were also paying extra for tax strategy and not receiving it. Sure, their return would get filed, the fee would get charged, but the real planning conversations still weren’t happening, or they happened at a very basic level (adjust your W4).

That responsibility kept falling back on me and my clients. That’s when I decided to build something better, for a client base that deserved more.

Franklin Madison Tax Solutions is what I built to close that gap, more hands-on, more specific, and more forward-looking than what most equity-compensated professionals have been settling for.

PETER DONISANU, ChFC®, AIF®
Chief Wealth and Tax Strategist
Franklin Madison Tax Solutions, LLC

WHY US

Tax strategy as a first principle.

Most tax firms are compliance-first. We’re strategy-first your return is the output of a planning process, not the process itself.

  • Equity compensation expertise: we work specifically with tech professionals. RSUs, ISOs, NSOs, ESPP, this is our day-to-day, not an occasional edge case.
  • Year-round availability: Tax planning doesn't stop in April. Vesting decisions, exercise windows, and estimated payments happen all year, so do we.
  • No-surprise pricing: Flat-fee engagements scoped to your situation. You know what you're paying before we start, with no hourly billing surprises.
  • Virtual-first workflow: Secure portal, digital documents, video check-ins. Built for professionals who don't have time for in-office appointments.
Free Consultation

Looking for a tax preparer who can actually handle equity comp?

30 minutes. No pressure. We’ll review your equity comp picture, identify any planning gaps, and explain exactly how we’d approach your return.

Book My Tax Prep Intro Call

Completely free · Virtual · No commitment

GET YOUR TAXES FILED WITH CONFIDENCE

Start with a free 30-minute tax prep intro call.

Pick a time that works for you. We’ll review your tax situation, your equity compensation details, and whether we’re the right fit to prepare your return.

What happens next:

  • We learn about your return and equity comp complexity
  • We confirm whether we’re a fit for your tax prep needs
  • If it makes sense, we show you the next step to get started

Copyright © 2026 Franklin Madison Advisors, Inc. Premier Wealth Blueprint® is a registered service mark of Franklin Madison Advisors, Inc. Franklin Madison Tax Solutions, LLC is a wholly owned subsidiary of Franklin Madison Advisors, Inc. All rights reserved. Tax preparation and proactive tax planning for tech professionals and equity-compensated households. This page is for informational purposes and does not constitute legal or financial advice.

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