Equity Compensation Specialists
RSUs, ISOs, NSOs, ESPP — we help Silicon Valley tech professionals navigate equity compensation taxes with precision and strategy. From vesting to liquidation, we optimize every step.
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What We Handle
Whether you're at a pre-IPO startup or a public tech giant, your equity deserves specialized attention.
Restricted Stock Units are taxed as ordinary income at vesting — but that doesn't mean there's nothing you can do. We help you optimize withholding elections, time supplemental income, maximize pre-tax deductions, and plan around large vesting events to minimize your effective tax rate.
Incentive Stock Options carry AMT implications that require careful modeling. Non-Qualified Stock Options have their own tax treatment at exercise. We analyze your full income picture to determine the optimal exercise timing and quantity each year.
ESPP plans offer significant tax advantages when handled correctly — qualifying vs. disqualifying dispositions can dramatically change your tax outcome. For IPOs and liquidity events, we prepare comprehensive pre-event tax plans.
Schedule a free 30-minute consultation and we'll review your equity situation, identify opportunities, and outline a tax-efficient strategy.