Frame is a modern tax and financial planning service that pairs dedicated CPAs and CFPs with technology to deliver year-round advisory for a flat fee. We specialize in helping tech professionals and crypto investors coordinate their taxes, equity compensation, investments, and financial plans in one place. Our advisors are specialists in RSUs, ISOs, AMT optimization, crypto tax reconciliation, and tax-loss harvesting.

Every client is assigned a named planning team — not a call center, not a chatbot — who leads quarterly check-ins, models what-if scenarios (home purchases, job changes, equity exercises), and proactively finds savings throughout the year. Frame connects directly to banks, brokerages, equity platforms, and crypto wallets to build a real-time picture of each client's finances.

We use this data to catch cost-basis errors, time equity exercises, and harvest losses that most advisors miss because they only look at one piece of the puzzle. Plans start at $2,000/year with a 30-day money-back guarantee. Frame is built by the co-founders of CoinTracker and backed by Accel, General Catalyst, Y Combinator, and Intuit Ventures.

"CoinTracker users with large crypto portfolios often need more than tax forms, they need a year-round strategy that coordinates their crypto gains with equity compensation, investment timing, and overall tax planning. Frame was built by the co-founders of CoinTracker to solve exactly that problem: turning accurate crypto data into a comprehensive financial plan. Together, we help clients go from reconciled transactions to real tax savings."