Equity Compensation
Planning around RSUs and ISOs: a Silicon Valley primer.
7 min readRead
Santa Clara · Silicon Valley
Trusted tax & financial guidance for Silicon Valley professionals and businesses.
For over 40 years, Diaz-Christians Accountancy Corporation has helped individuals and business owners simplify taxes, stay financially organized, and make confident decisions through trusted long-term relationships.
40+
Years guiding Silicon Valley clients
1982
Family-operated since
12 yrs
Average client relationship
Santa Clara, CA
Headquarters
Trusted across Silicon Valley
Tech ProfessionalsFounders & EntrepreneursConsultantsSmall Business OwnersFamilies & IndividualsLong-Term Planning Clients
Who we help
Built for the people who power Silicon Valley.
Our clients don't need another portal or another preparer. They want a trusted advisor who knows their financial life, sees what's coming, and stays with them through every chapter.
Small Business Owners
Proactive tax, accounting, and advisory support so you can run the business with clarity — not chase paperwork.
Tech Professionals
RSUs, stock comp, multi-state filings, and the moving pieces of a Silicon Valley career — organized and planned ahead.
Families & Individuals
Long-term tax guidance for households who want a calm, organized, year-round financial relationship.
Consultants & Self-Employed
Quarterly planning, entity strategy, and clean books for independent professionals across the Bay Area.
Long-Term Planning Clients
Multi-year tax strategy, retirement coordination, and continuity for clients we've supported across decades.
The Diaz-Christians difference
A trusted advisor who understands your financial life — long term.
We've been sitting across from Silicon Valley clients for more than four decades. Generations of families. Founders through acquisitions. Engineers through every market cycle. The relationships outlast the tax years — and that's the whole point.
Long-term relationships
Most of our clients have been with us for over a decade. You'll work with the same family-led team year after year.
Proactive guidance
We bring you decisions to make — not surprises to react to. Planning conversations happen before the deadline, not after.
Family-business trust
Continuity, discretion, and a personal standard of care that a national chain or one-off preparer simply can't match.
Silicon Valley fluency
RSUs, ISOs, AMT, multi-state tech moves, founder equity — the local issues we see every day.
The modern client experience
Effortless, organized, and highly supportive.
Working with Diaz-Christians feels modern and unhurried — secure portals, clear timelines, remote flexibility, and a team that responds. Tradition you can rely on, workflows built for today.
01
Consultation
A relaxed conversation about your financial life, your goals, and where guidance would matter most this year and beyond.
02
Financial Organization
We organize your records, secure document workflows, and bring everything into one calm, modern system you can trust.
03
Tax Planning
Year-round, multi-year planning around equity, business income, and life events — designed to remove surprises before they arrive.
04
Ongoing Support
Responsive answers when questions come up. Quarterly check-ins. A team that picks up the phone — not a ticket queue.
05
Long-Term Guidance
A trusted relationship that compounds: continuity through career moves, business stages, and family milestones for decades to come.
What we do
Services framed around outcomes.
Every engagement is built around the result, not the task — proactive guidance, clear organization, and a relationship that grows more valuable each year.
Individual Tax Preparation
Calm, organized filings — federal, California, and multi-state.
From W-2 households to layered tech compensation, we handle the details so nothing slips and nothing surprises you.
Business Tax Services
Entity-level filings handled cleanly, on time, every year.
C-Corps, S-Corps, LLCs, partnerships — coordinated with the books, the owners, and the long-term plan.
Tax Planning
Helping clients stay proactive and avoid unnecessary tax surprises.
Multi-year strategy around equity events, business income, retirement contributions, and life changes.
Accounting & Bookkeeping
Clarity and organization for smarter financial decisions.
Clean, current books that give you a real-time picture of cash, margin, and where the business actually stands.
Payroll Services
Reliable payroll your team and the agencies can count on.
Accurate runs, filings, and year-end forms — coordinated with your bookkeeping and tax plan.
Small Business Advisory
A partner at the table when decisions get hard.
Pricing, hiring, expansion, owner compensation — thought through together with the numbers in front of you.
Financial Organization
One calm, modern system for your financial life.
We bring order to documents, accounts, and recurring obligations so nothing falls through the cracks.
Long-Term Tax Strategy
Decisions made today that pay off for years.
Coordinated planning across equity, business, retirement, and family — built around the relationships we've earned.
Family-operated since 1982
The Diaz-Christians family
Santa Clara · Silicon Valley
Our story
Four decades of trust, built one relationship at a time.
Diaz-Christians Accountancy Corporation was founded in Santa Clara in 1982 — a family-operated firm built on the simple belief that financial guidance should be personal, proactive, and lasting. More than forty years later, that's still the standard we hold ourselves to every day.
We've watched Silicon Valley grow up with our clients. Engineers became founders. Founders became families. Families became multigenerational clients. The constant has been the relationship — the same trusted team, the same careful attention, the same steady advice through every market and every milestone.
That continuity is what a family-operated firm offers — and what national chains and one-off preparers never quite can.
"Strong financial relationships aren't built in a tax season. They're built over decades — quietly, carefully, and with people you can trust to pick up the phone."
Modern. Organized. Responsive.
Working together feels modern, organized, and highly responsive.
We've paired four decades of relationship-driven advisory with the secure portals, digital workflows, and proactive communication today's Silicon Valley clients expect. Tradition where it matters. Modern where it counts.
Inside a Diaz-Christians engagement
- Secure client portal and digital onboarding
- Encrypted document sharing — no inbox clutter
- Remote-friendly meetings across the Bay Area and beyond
- Proactive reminders for deadlines, estimates, and equity events
- Quarterly planning conversations built around your goals
- Year-round access to your team — not just at tax time
Insights & education
Practical guidance for Silicon Valley clients.
Calm, plain-spoken education on California tax, equity compensation, small business strategy, and the long-term planning that compounds quietly over a career.
California Tax
Multi-state moves and California residency: what to know before you file.
6 min readRead
Small Business
Year-end planning checklist for Bay Area founders and consultants.
8 min readRead
Trusted across Silicon Valley
Relationships that span careers, businesses, and generations.
The relationships our family has built across Silicon Valley are the work we're proudest of. Here's what a few of them have to say.
We've been with Diaz-Christians for nearly twenty years. They've guided us through a company sale, two generations of estate planning, and every tax season in between — always one step ahead.
Daniel & Maria Chen
Long-term clients · Palo Alto
RSUs, secondary sales, multi-state filings — the kind of complexity that used to keep me up at night. Their team handles it with calm and clarity. I finally feel organized.
Priya Raman
Engineering Director · Mountain View
They feel less like our accountants and more like part of the family. Responsive, proactive, and genuinely invested in our long-term financial life — exactly what a small business needs.
Marcus Alvarez
Founder, Alvarez Consulting · San Jose
Start a relationship
Strong financial relationships are built over time.
A relaxed 30-minute conversation is the simplest way to see if we're the right fit for your financial life. Tell us where you are — we'll tell you honestly how we can help.
Santa Clara, California · Serving the greater Bay Area
Schedule a Consultation Call (408) 555-0100
Family-operated since 1982. Trusted long-term guidance for Silicon Valley.