Equity compensation
Coordinate RSUs, ESPP, options, bonuses, withholding, and concentrated positions.
Loading...
Main Street decisions
Build lasting value through smarter tax planning.
A connected, year-round tax strategy for business owners and technology professionals navigating equity, consulting income, startup ownership, and pivotal career decisions.
Review equity, withholding, and capital gains
Coordinate investments and charitable decisions
Model year-end income and deductions
Tax strategy is a
year-round discipline.
year-round discipline.
✓ Certified Tax Planner · Part of the Main Street Tax Professionals network
View credential profile →Proactive · Year-round · Personal01 · The connected picture
Business, career, and wealth decisions rarely happen in isolation.
The strongest planning starts with the whole picture. Uttama connects the tax implications of your work, ownership, investments, and transitions—so one decision does not quietly undermine another.
Consulting & business income
Plan entity structure, compensation, estimates, and retirement contributions together.
Startup ownership
Understand how ownership, liquidity events, and business transitions affect the larger tax picture.
Career transitions
Model the tax impact before a move, new role, sabbatical, or shift into independent work.
02 · Meet your advisor
Uttama Sharma
Uttama brings a multidisciplinary perspective to tax advisory—combining advanced analytical training, business education, and professional credentials in project management, product management, and Agile delivery.
“A tax advisor who understands your business, your technology-driven career, and the financial decisions behind both.”
Business & analytics
MBA, Baruch College · Advanced degrees in Physics
Project leadership
PMP — Project Management Professional
Technology products
Product Management Certification · Cornell University
Agile methodologies
Certified ScrumMaster (CSM)
03 · The process
A clear path from complexity to action.
Discover
Map the connected picture across income, equity, investments, businesses, and global ties.
Plan
Identify relevant opportunities and organize them around real-world priorities.
Act
Understand what needs to happen, by when, while the decision window is still open.
04 · Questions
Questions before you schedule?
Who is this planning relationship designed for?
ForMyTax works with professionals and business owners whose financial lives involve several connected moving parts—such as W-2 income, equity compensation, consulting or business income, investments, real estate, and global assets.
How is tax planning different from tax preparation?
Preparation records what already happened. Planning looks forward, while choices and deadlines may still be available. The goal is to make decisions before the window closes.
What happens during a consultation?
You will discuss your current tax picture, the decisions bringing you in, and the type of planning support that may be appropriate. The conversation helps both sides determine fit and next steps.
Plan while your options are still open.
Schedule a conversation about your business, your career, and the tax decisions ahead.
Schedule a Zoom consultation