Summary
Overview
Work History
Education
Skills
Accomplishments
Timeline
Hi, I’m

Adam Cai

Tax Professional
San Jose,CA
Adam Cai

Summary

Startup founder who turned an idea into Tutti AI, an AI tool that delivers review‑ready tax returns in minutes. Raised pre‑seed funding, led engineers, designers, and tax pros, and used automation to cut prep time by 70 percent. Blend deep tax expertise with data‑driven product decisions to ship clear, customer‑first solutions fast.

Overview

6
years of professional experience
3
Languages

Work History

Tutti AI

CEO
07.2023 - Current

Job overview

  • Built an AI-driven platform that generates review-ready tax returns within minutes, leveraging automation to significantly reduce preparation time.
  • Raised Pre-Seed funding from UC Berkeley Skydeck Venture, Anglist CPAs, and other angel investors.
  • Drove the product vision and roadmap, collaborating with engineering and design teams to achieve rapid product iterations.
  • Implemented ongoing tax planning features to support clients post-filing, ensuring high user satisfaction and retention.

Carta

Tax Advisor
01.2022 - 01.2023

Job overview

  • Provided strategic tax consultations for startup founders and employees, particularly around equity compensation.
  • Established KPIs and “North Stars” for associate teams, improving the consistency and quality of tax consultations.
  • Collaborated daily with product designers, engineers, and product managers to automate and streamline repetitive tax advisory processes, contributing to new product releases.

Alpha B Group Tax & Bookkeeping Services

Tax Advisor
09.2020 - 01.2022

Job overview

  • Spearheaded projects from conceptualization to execution, delivering strategies that simplified complex tax issues for both clients and internal teams.
  • Led training sessions for Sr. and Jr. Associates, enhancing organizational knowledge and operational efficiency.
  • Implemented strategic process improvements, increasing client satisfaction and operational capacity.
  • Managed complex tax portfolios, providing tailored tax preparation and planning to diverse client bases.
  • Guided clients through frequently changing tax regulations, ensuring compliance and minimizing liabilities.

BennetShay CPAs

Tax Accountant
01.2019 - 09.2020

Job overview

  • Served both individual and corporate clients (1040, FBAR, 1120, 1120-S, 1065), delivering planning and compliance services.
  • Reviewed data for accuracy and compliance, interfacing with IRS/FTB for audits and case statuses.
  • Participated in marketing and networking initiatives (BNI, local events) to grow the client base.

Education

University of California, Berkeley, Haas
Berkeley, United States

MBA from Product Management
05.2001

University Overview

Skills

Product Strategy & Vision Development

Accomplishments

Accomplishments
  • Secured $500 k in pre‑seed funding in 90 days
  • Cut tax‑return prep time by 70 %

Timeline

CEO
Tutti AI
07.2023 - Current
Tax Advisor
Carta
01.2022 - 01.2023
Tax Advisor
Alpha B Group Tax & Bookkeeping Services
09.2020 - 01.2022
Tax Accountant
BennetShay CPAs
01.2019 - 09.2020
University of California, Berkeley, Haas
MBA from Product Management
05.2001
Adam CaiTax Professional
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