Tax Planning

As your career progresses, your taxes get more complicated. Bonuses, RSUs, NQSOs, and ISOs require more planning and Turbotax just isn’t cutting anymore. Want to make sure you are paying the least amount of tax legally possible? We can help!
Tax planning ideas that have helped our clients include:

Managing tax brackets by planning for NQSO exercises and sales


Minimizing AMT by strategically exercising and selling ISOs


Maximizing employee benefit programs through HSAs, 401(k) and other benefits


Taking advantage of Mega Backdoor Roth 401(k) savings opportunities

Let's Talk!

Want to schedule a FREE introductory meeting with us to discuss your tax goals?

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