Private client
Tax planning & compliance
Year-round projections, estimated payments, federal and state returns, and clear decision support for complex individual filings.
- 1040
- Quarterly estimates
- Planning
Private client tax advisory San Francisco
Your tax life is one system.
We plan it that way.
Year-round tax planning and preparation for founders, executives, investors, and families whose financial lives do not fit in a single return.
Year-round guidancePTIN registeredFinCEN BSA E-Filer
FEDMIN / PRIVATE CLIENTWorking tax file
Household view / active planning year
Federal + stateCoordinated
Equity + entitiesModeled
Trusts + estateAligned
Foreign accountsReviewed
Next decision windowBefore the transactionPlan first / document throughout / file with context
The complete picture
- Equity
- Business
- Real estate
- Trusts
- Cross-border
What we handle
Tax advice should arrive
before the decision.
A return tells you what happened. Our work starts earlier—while there is still time to model the options, align your advisors, and build the record behind the choice.
Ownership
Equity & liquidity events
Scenario planning for ISOs, NSOs, RSUs, concentrated positions, QSBS considerations, secondary sales, and business exits.
- Equity comp
- QSBS
- Exit planning
Legacy
Trust, estate & gift
Tax compliance and planning coordinated with your estate attorney and wealth team so today’s decisions support the next generation.
- Trusts
- Gift tax
- Estate
Across borders
International reporting
Guidance for foreign accounts, assets, income, and ownership—including FBAR and related information reporting obligations.
- FBAR
- Foreign assets
- FATCA
Across states
Multistate & residency
Planning for moves, California residency questions, multistate income, passthrough interests, and the records that support your position.
- Residency
- Nexus
- State filings
Enterprise
Entities & investments
Coordinated tax work for closely held companies, partnerships, investment entities, and the owners whose returns connect them all.
- Partnerships
- S corporations
- K-1s
When the standard playbook stops working
Built for the moments that create complexity.
You do not need another layer of jargon. You need someone to see the full fact pattern, identify the decision points, and keep the work moving.
Ask if we are a fit01
A liquidity event is on the horizon
→02
Equity compensation drives your tax exposure
→03
Your income or residency crosses state lines
→04
Foreign accounts or entities add reporting layers
→05
Trusts, gifts, or family wealth need coordination
→06
Multiple K-1s and entities converge on one return
→How the work moves
A calm process for complicated facts.
See the whole file.
We start with the entities, jurisdictions, assets, advisors, and deadlines that shape your tax picture—not just last year’s return.
Make the tradeoffs visible.
We turn the relevant options into clear scenarios, surface timing constraints, and tell you what information could change the answer.
Carry it through.
We document the plan, coordinate the inputs, manage compliance, and keep the next decision on the calendar.
One coordinated view
Your facts do not live in separate boxes. Neither should the advice.
About Fedmin Tax
Your return is a record.
Your plan is a decision system.
Fedmin Tax is a San Francisco private-client tax practice for people with more moving parts than a once-a-year engagement can comfortably hold. We bring planning, preparation, and complex reporting into one continuous view.
That means direct communication, disciplined follow-through, and practical coordination with the other professionals already around your table. The objective is not more activity. It is better-timed, better-supported decisions.
San Francisco office2261 Market Street, STE 10883
San Francisco, CA 94114
San Francisco, CA 94114
Common questions
The first answers, upfront.
Tax work is personal. If your question is not here, a short, confidential conversation is the right place to start.
Do you only work with clients in California?
No. We are based in San Francisco and are especially fluent in California complexity, but we can work remotely with clients across the United States. We confirm fit and filing requirements during the introductory consultation.
Do you prepare returns as well as provide planning?
Yes. Planning and compliance work best together: the plan informs the return, and the return gives us the baseline for the next decision. Engagement scope is tailored to the entities, jurisdictions, and reporting involved.
Can you coordinate with my other advisors?
Yes. With your permission, we can work alongside estate counsel, investment advisors, bookkeepers, payroll teams, and transaction attorneys so key tax assumptions do not stay trapped in separate conversations.
Can Fedmin help with foreign account reporting?
Foreign financial account and asset reporting is a core area of focus. We review your facts, identify the relevant U.S. reporting obligations, and define the right compliance scope before work begins.
How does a new engagement begin?
We start with a private introductory call. You tell us what is changing, what is already in place, and which decisions are time-sensitive. We then outline fit, scope, timing, and next steps in writing.
Start with what is changing
Bring us the moving parts.
We'll help you see the system.
Tell us about the decision, deadline, or reporting complexity in front of you. We will respond with the right next step.
Visit or write2261 Market Street, STE 10883
San Francisco, CA 94114
San Francisco, CA 94114
Practice registration
IRS Preparer Tax Identification
PTIN P03269179
FinCEN BSA E-Filer FI7571