At Insight Tax, we help tech professionals turn complex tax challenges into smart wealth-building strategies. From stock options and RSUs to investments and charitable giving, our proactive, personalized approach ensures you keep more of what you earn—and plan confidently for the future.
At Insight Tax, we believe tax planning is about more than numbers—it’s about creating a strategy that supports your goals, values, and future. Founded by Jon Pham in Morgan Hill, CA, our firm was built to serve professionals navigating the unique challenges of equity compensation, investments, and wealth preservation. We understand that managing stock options, RSUs, and complex income streams can feel overwhelming, which is why we take a proactive, year-round approach to simplify decisions and maximize opportunities.
What sets us apart is our commitment to personalized care and integrity. Every client receives strategies tailored to their life and financial journey—no cookie-cutter solutions, no last-minute scrambling at tax time. Whether it’s structuring charitable giving, planning for long-term growth, or ensuring your equity compensation works for you, we provide clarity and confidence at every step.
We don’t wait until tax season—we help you plan year-round.
Every strategy is tailored to your financial goals.
We prioritize ethical, values-based tax planning.
At Insight Tax, our mission is to empower individuals with proactive tax strategies that preserve wealth, align with values, and promote wise financial stewardship.
At Insight Tax, we offer more than just tax filing—we provide proactive strategies tailored to your unique financial journey. From stock options and RSUs to charitable giving and long-term planning, our services are designed to help you grow and preserve wealth with confidence.
Already filed with Insight Tax Services before? We make it even easier the second time around. Returning clients receive a personalized tax organizer based on last year’s return, so we can capture updates quickly and accurately.
If you’re new to Insight Tax, we’ll start with a detailed onboarding process to understand your income, equity compensation, and financial goals. From there, we’ll create a clear filing plan and identify opportunities for proactive strategies.
We believe in transparency and value. Pricing is based on the complexity of your return, with clear packages designed for professionals with stock options, RSUs, investments, and multi-state or business income.
Insight Tax made sense of my RSUs and saved me thousands. Jon is incredibly thorough.
Sarah L.