When it comes to taxes and stock options, there's a lot going on.
We make it all easier for you.
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​We can help you plan for your taxes. By working together any time of the year, we can help you handle stock options, RSUs, or other complicated tax situations. We may provide you with significant tax savings, actionable decisions based on your tax and risk profile, or simply peace of mind knowing that you will not have surprises in April. 

Our clients typically fit into one of the three options below:  
Who its for
Clients with RSUs, K1s or other variable income ​
Clients with Incentive Stock Options
Clients with more than $1m in stock options
Solution
Tax projection and tax return to provide certainty in their taxes, and savings
​Roadmap for handling the options, and a tax return to simplify the reporting
A robust stock option roadmap with several reviews and updates during the year, and the tax return​
Process
​Intro session to assess the situation
All of the first option, and:
All of the first two options, and:
 
Income forecast for the year
Exercise and selling strategy to maximize value based on your risk profile
Multiple income forecasts during the year
 
Potential tax savings ideas based on your scenario
Check-ins at calendar year-end and at 12 months to assess strategy
Multi-year considerations with the tax planning
 
Collaboration with your financial advisor
 
 
"My wife and I have been working with Matt and his team for the past 5 years. We’ve been impressed with Matt’s high integrity, efficiency, timeliness and professionalism. Matt is pro-active and responsive if you need some time-sensitive request, and tailors his advice to your situation. Case in point: our taxes had recently gotten quite complex with various investment and business activities. In addition to saving us a significant amount and advising us, Matt navigated through the maze of various tax forms/requirements, and helped us remain in compliance, which gave us invaluable peace of mind. 
In summary, we’re glad to work with Matt. He provides high quality, value-added advice at a fair cost. We highly recommend taking advantage of Matt’s personalized services, irrespective of your tax situation and business needs."
-JF and Chitra