Helping You Make Great Tax Decisions With Your Equity Compensation

We specialize in helping you navigate the tremendous tax planning opportunities of stock options & equity compensation

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“Top 5 Big Tax Mistakes to Avoid with Stock Options”

Stock Option Tax Preparation
Stock Option Tax Planning

Tax Planning

If you’re like most of our clients, tax expenses are your highest budget expense. Let’s think about ways to lower your tax bill proactively through tax planning for stock options.
Stock Option Tax Preparation

Tax Preparation

Tax preparation for stock options is complicated! Filing your own taxes can lead to errors that result in a larger balance due then you legally owe.
Bookkeeping

Tax Projection

Tax expense can vary quite a bit from year to year as your equity compensation varies. Our tax projection service helps eliminate the uncertainty of a big tax bill in April.

Recent Articles

Why It’s Harder to Find a Tax Professional This Year

Why It’s Harder to Find a Tax Professional This Year

A recent article from the Wall Street Journal touted, “More than 300,000 U.S. accountants and auditors have left their jobs in the past two years, a 17% decline.” Accounting enrollment is also on a downward trend. Recent estimates indicate that “the enrollment of...

Top Tax Considerations During a Layoff

Top Tax Considerations During a Layoff

As Google, Microsoft, Amazon and Salesforce announce a new round of 22,000 layoffs, many are worried about their employment or have already been impacted by job loss. For those that have lost jobs, you certainly may not be thinking about tax considerations. Who could...

$100,000 ISO Rule

$100,000 ISO Rule

ABOUT THE AUTHOR: Amelia Ungureanu is an EA with more than 7 years of experience in small business accounting. She completed her bachelor’s degree in 2012 and her master's degree in 2016. Amelia enjoys working with technology and staying up to date with taxes. She...

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