Tax Projection
Equity compensation can be a big (and scary) part of your tax liability. Our tax projection service can help bring clarity to your tax bill and help you avoid April surprises.
We provide the following tax projection services:
Year end, detailed tax projection to identify IRS & State liability
Additional Vesting tax projection when your options vest or options are exercised
Multi case plans to help you decide how many options to exercise and/or sell
Advice on required tax payments, estimated taxes, and changes in withholding
Let's Talk!
Want to schedule a FREE introductory meeting with us to discuss your tax planning?