Nick Chertock, CPA
Nick Chertock, CPA, has advised high net worth clients, business owners, and professionals across the Bay Area. He has held senior roles at firms including CBIZ LD, Vavrinek, Trine, Day & Co., LLP, and Krohn, Watters & Hicks LLP. Nick holds a BBA in Business Economics from the University of San Diego and is a Certified Public Accountant, a member of the American Institute of CPAs (AICPA), and the TriValley Estate Planning Council.
About
About
20+ Years of Trusted Financial Expertise
20+ Years of Trusted Financial Expertise
$10b+
in Client Assets Managed Through Tax Strategies
25+
Years of Experience in Tax & Advisory Services
1,500+
Clients Served Across Various Industries
Tech wealth, Tax wisdom
Tech wealth, Tax wisdom
Tech wealth, Tax wisdom
My mission is to deliver strategic, personalized tax and financial advisory services that help high-net-worth individuals, tech professionals with equity compensation, real estate investors, and fiduciaries in the Bay Area minimize tax burdens, stay compliant, and make informed financial decisions.
My mission is to deliver strategic, personalized tax and financial advisory services that help high-net-worth individuals, tech professionals with equity compensation, real estate investors, and fiduciaries in the Bay Area minimize tax burdens, stay compliant, and make informed financial decisions.
Mission
Why Choose Us
01
Deep Expertise in Complex Tax Scenarios
With over 20 years of experience in public accounting, I specialize in serving high-net-worth families, tech professionals with equity compensation, real estate investors, and fiduciaries. I understand the unique tax challenges that come with RSUs, stock options, K-1s, and trust income, and I know how to navigate them efficiently.
01
Deep Expertise in Complex Tax Scenarios
With over 20 years of experience in public accounting, I specialize in serving high-net-worth families, tech professionals with equity compensation, real estate investors, and fiduciaries. I understand the unique tax challenges that come with RSUs, stock options, K-1s, and trust income, and I know how to navigate them efficiently.
02
Personalized, Strategic Guidance
Every client’s financial situation is unique. I take the time to understand your full financial picture and work closely with your investment advisors, attorneys, and estate planners to develop a cohesive strategy that minimizes taxes and supports your long-term goals.
02
Personalized, Strategic Guidance
Every client’s financial situation is unique. I take the time to understand your full financial picture and work closely with your investment advisors, attorneys, and estate planners to develop a cohesive strategy that minimizes taxes and supports your long-term goals.
02
Personalized, Strategic Guidance
Every client’s financial situation is unique. I take the time to understand your full financial picture and work closely with your investment advisors, attorneys, and estate planners to develop a cohesive strategy that minimizes taxes and supports your long-term goals.
03
Bay Area Focus with National Perspective
I’ve had the opportunity to work with clients from leading companies including Uber, Google, Meta, and Snowflake. I also advise professional fiduciaries, trustees, real estate professionals, and small business owners who rely on accurate, timely, and ethical tax guidance.
03
Bay Area Focus with National Perspective
I’ve had the opportunity to work with clients from leading companies including Uber, Google, Meta, and Snowflake. I also advise professional fiduciaries, trustees, real estate professionals, and small business owners who rely on accurate, timely, and ethical tax guidance.
04
Trusted by Professionals
I’ve had the opportunity to work with clients from leading companies including Uber, Google, Meta, and Snowflake. I also advise professional fiduciaries, trustees, real estate professionals, and small business owners who rely on accurate, timely, and ethical tax guidance.
04
Trusted by Professionals
I’ve had the opportunity to work with clients from leading companies including Uber, Google, Meta, and Snowflake. I also advise professional fiduciaries, trustees, real estate professionals, and small business owners who rely on accurate, timely, and ethical tax guidance.
