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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

What To Do If You Owe Tax On Your Return

What To Do If You Owe Tax On Your Return

It’s that time of year again. Tax returns (and balances due!) are on everyone’s mind as we march towards Tax Day. So what should you do if you owe tax on your return?  Quite often, people are seeking us out this time of year after loading their information into...

Trusting TurboTax With Your Equity Compensation

Trusting TurboTax With Your Equity Compensation

We’re fresh off the annual spectacle of the Super Bowl. The Chiefs and 49ers played a great game. But with my hometown Bengals long removed from the playoff scene this year, my family was there for the commercials. (Well, my daughter was probably there for the Taylor...

How HR 7024 May Impact Your 2023 Tax Return

How HR 7024 May Impact Your 2023 Tax Return

On January 19, 2024, the House of Representatives’ Ways and Means Committee voted to advance HR 7024 (Tax Relief for American Families and Workers Act of 2024) to the House for further vote. It’s important to note that the bill hasn’t been voted on and has not become...

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