When it comes to taxes and stock options, there's a lot going on.
We make it all easier for you. |
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 |
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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 |
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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 |