For You
You might be a fit if…
Typically $350K+ in annual household income, with complex compensation, investments, or tax needs — in industries like finance, technology, law and others.
—You have a K-1, a 1099, and a W-2 in the same year and nobody’s looking at them together
—Your RSUs vested and the tax bill surprised you
—You made partner, VP, or got carry, and your filing didn’t change with it
—You bought a rental or started angel investing and now file across more forms than you understand
—You keep meaning to ask your CPA a question and keep waiting until it’s “worth the call”
—You moved states, got married, or had a kid, and your tax situation never got the memo
Built for Your Industry
Why Butter Helps, Industry by Industry.
“You know you’re getting the K-1 in July. Your tax planning still treats it like a surprise every April.”
Why Butter Helps
—Carry, co-invest, and K-1 income coordinated together
—K-1 income and business interests considered as part of your personal tax picture
—Quarterly estimates that track this year’s reality, not last year’s numbers
“You read the cap table before anyone explained it to you. Somehow the equity taxes still caught you off guard.”
Why Butter Helps
—RSU, ISO, and ESPP timing modeled against your real bracket, before the vest
—Withholding corrected mid-year instead of discovered next April
—Exercise-and-hold guidance ahead of a liquidity event, not after
“You bill in six-minute increments. Your tax planning still runs on a once-a-year clock.”
Why Butter Helps
—Partner draws, guaranteed payments, and K-1 timing planned around your actual cash flow
—Entity and compensation structure reviewed as you move from associate to partner
—Multi-state issues handled if you’re licensed or working across state lines
“You manage a Fortune 500 budget down to the line item. Your own taxes still get one look a year.”
Why Butter Helps
—Bonuses and high W-2 income planned for before they pay out, with withholding checked during the year
—RSUs and other equity compensation timed against your full income, not reviewed after the vest
—Investments and real estate considered together in one plan
Explore Your Fit
Explore your fit in three questions.
3 quick questions, then enter your email to see your results.
Membership
One Flat Annual Fee.
Individual
$3,000 / year
One filer.
Joint
$3,500 / year
Filing jointly.