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?

Pin It on Pinterest

Share This