Alti Tax

03/10/2026

Tax Filing Season Is Moving Quickly

Tax filing season is well underway. For many professionals, the most time-consuming part of preparing a return is gathering documents and identifying items that need extra attention.

Common examples include:
• RSU income and equity compensation
• Crypto transactions and cost basis tracking
• Multi-state income or remote work situations
• Investment accounts and 1099 reporting

Starting early allows time to review everything properly and avoid surprises when the return is finalized.

If your return includes equity compensation, crypto, or other complex items, it is a good time to begin organizing documents and scheduling a consultation.

Alti Tax focuses on high-complexity returns for professionals in tech, biotech, and startup roles across Massachusetts.

Expert tax prep for high-income tech professionals with RSUs, ISOs, crypto, rentals, K-1s, and multi-state income. Serving biotech & startup clients across MA with clarity and confidence.

02/05/2026

Tax Season Is Open. Don’t Wait Until April.

Tax filing season is officially underway. If you have RSUs, ISOs, crypto activity, multi-state income, or other non-standard tax items, early filing matters.

Starting now gives time to:
• Fix withholding gaps before penalties stack up
• Handle equity and crypto reporting correctly
• Avoid last-minute rush decisions
• Lock in realistic timelines for complex returns

Alti Tax focuses on high-complexity individual returns for tech and startup professionals in Massachusetts.

Free 15-minute consult available.
Early booking strongly recommended.

👉 Book here: www.alti.ai

Expert tax prep for high-income tech professionals with RSUs, ISOs, crypto, rentals, K-1s, and multi-state income. Serving biotech & startup clients across MA with clarity and confidence.

01/16/2026

RSUs create ordinary income at vest, which often pushes withholding below the required levels. Many employees discover this only at tax time. Everyone should know few essentials about RSUs.

https://alti.ai/

01/06/2026

You can’t file your 2025 return yet. But many 2025 tax outcomes are already being set.

Common issues getting locked in right now:
• RSU and bonus withholding below actual tax
• Stock sales creating short-term gains
• Missed estimated payments and penalties
• Multi-state income after job or location changes
• Crypto trades with poor cost basis tracking

These are planning problems, not filing problems. April is usually too late.

A short review now can prevent surprises later.

Free 15-minute consult: https://alti.ai

12/23/2025

Crypto doesn't follow the same wash sale rules as stocks do. There is still time to realize a loss and maintain your crypto positions before the year end.

Book a consult at www.alti.ai

12/21/2025

Year-end: review underwater equity positions

Before year end, it’s worth reviewing equity positions that are currently at a loss and that you do not plan to hold long term. Realizing losses can offset capital gains or up to a limited amount of ordinary income, and unused losses can carry forward.

The decision should still fit your overall tax picture.

Free 15-minute consult at alti.ai

12/12/2025

Book your free tax consult at

Expert tax prep for high-income tech professionals with RSUs, ISOs, crypto, rentals, K-1s, and multi-state income. Serving biotech & startup clients across MA with clarity and confidence.