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Doug Waite
Doug is a licensed CA CPA and enjoys helping individuals and families navigate their specific tax compliance and planning needs with a special focus on the complex issues related to employee stock compensation.
Experience
Doug has crafted his experience working with individuals and families in the early part of his career with Big 4 and private family offices, and has been a solo-practitioner for over ten years.
Qualifications: CPA
Education: Rutgers University – Camden BS, Accounting
Specialization
- Equity Compensation
- Individual Tax Planning
- Retirement Planning
- Family Planning
- California State Tax Compliance
Services
-
Tax Prep
$1,500+
-
Tax Planning
$300/hour
-
Business Taxes
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