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about us

We’re here to help you build cohesive financial and tax strategies

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Years of Experience

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Successful Cases

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Expert Team

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Satisfied Clients

Our Mission

To provide the next generation of builders confidence in the path to their best financial future

Our Vision

At Fortax, we’re changing how equity builders access advice to make better financial decisions.

Our Core Value

Services & expertise

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Customer service & responsiveness

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Client-aligned Incentives

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Security

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Culture

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Careers

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Getting started is easy

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Switch to Fortax in minutes

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Meet your dedicated tax expert

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Connect with your expert from anywhere

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Backed by our Full Service Guarantee

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Collaborated with over 800+ trusted worldwide partners

Our team

Meet leadershipour team

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Lucas Brown

Founder & CEO

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Harper White

Senior Tax Advisor

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Anna Gledhill

Tax Planning Specialist

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John Pauley

Estate Planning Advisor

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Sarah Gunton

Financial Analyst

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Daniel Walker

Financial Analyst