I'm Nathan Brickley, a Certified Public Accountant (CPA) and Financial Advisor. I take a comprehensive, integrated approach to personal finances. By blending financial planning and tax services together, I ensure that your financial plans and tax strategies are in sync. In my day-to-day, I wear many hats. I'm your tax return preparer, your financial plan architect, and your go-to guide for insights on investments, stock options, tax planning, retirement, charity, and estate planning. I believe in making financial planning an engaging, understandable process, rather than an intimidating one. Specializing in tax strategy, particularly with equity compensation awards like Incentive Stock Opt