For Stock-Compensated Professionals

Your RSUs Are Vesting. Is Your Tax Plan Keeping Up?

Tax planning and advisory services for stock-compensated professionals at public and private companies — before the vest, not after.

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A Year Without Planning

Four Moments. One Avoidable Tax Bill.

Here's how a typical equity-comp year unfolds when no one's planning ahead.

JANUARY

Shares are scheduled to vest in Q1. No planning in place.

Without a mid-year projection, there's no way to know what the vest will cost you in taxes — or how to prepare for it. The clock is already running.

MARCH

Shares vest. Taxes are withheld — but not necessarily enough.

Most companies withhold at a flat 22% supplemental rate. If you're in a higher bracket, that gap is quietly accumulating. Nobody told you to adjust your W-4 or set cash aside.

DECEMBER

You sell shares to cover expenses. Holding period wasn't optimized.

Short-term vs. long-term capital gains is a meaningful difference. Without guidance on timing your sales, you may be paying ordinary income rates on gains that could have qualified for preferential treatment.

APRIL

Tax bill arrives. It's larger than expected — and there's nothing left to do.

This is the moment most stock-compensated professionals call a CPA for the first time. Unfortunately, at this point the planning window has closed.

The good news: every one of those moments is preventable with the right plan in place before January.

Why Us

A CPA Who Understands Equity Compensation — Not Just Tax Forms

Equity comp returns aren't difficult because the math is complicated. They're difficult because the planning happens outside of tax season — and most CPAs only show up in March. By then, the decisions that matter most have already been made.

We work with stock-compensated professionals year-round. That means when your next vest is approaching, when your company announces a tender offer, or when you're thinking about exercising options, you have someone to call who already knows your situation — not someone you're briefing from scratch.

You Work Directly With Your CPA

Your equity situation is personal and often tied to confidential company information. You shouldn't have to re-explain your vesting schedule every time you have a question — your CPA knows your file.

Bilingual — English and Spanish

We serve clients in both English and Spanish. For stock-compensated professionals in bilingual households — or those who simply prefer to have complex financial conversations in Spanish — we work fluently in both. Nothing gets lost in translation.

What's Included

Services Built Around Your Vesting Schedule

RSU Tax Planning
Vest-by-vest analysis of your tax exposure, withholding gaps, and optimal sale timing to minimize your overall tax liability.
ESPP Tax Strategy
Qualifying vs. disqualifying disposition planning, adjusted cost basis review, and timing guidance to maximize your ESPP benefit.
NQSO Exercise Planning
Modeling the tax impact of exercising non-qualified options across different timing scenarios — before you pull the trigger.
AMT Awareness & ISO Guidance
For employees holding incentive stock options, we provide foundational AMT exposure awareness and refer to specialists for complex ISO situations.
W-4 & Withholding Optimization
Adjust your withholding proactively so supplemental income from vests doesn't create a gap that compounds through the year.
Mid-Year Tax Projections
Scheduled check-ins to model your year-to-date position and adjust estimated payments or withholding before it's too late.
Liquidity Event Advisory
Tender offers, acquisitions, and secondary sales create urgent, time-sensitive tax decisions. We help you understand the implications before you sign anything.
83(b) Election Preparation
For startup employees receiving restricted stock, we prepare and file the 83(b) election within the critical 30-day window.
Annual Tax Preparation
Federal and state returns for your individual filing — including all equity transactions, brokerage reconciliation, and cost basis corrections.
How It Works

Three Steps. Built Around Your Vest Schedule.

1

Discovery Call

A free 30-minute call to understand your equity comp structure, your current filing situation, and what's at stake in the next 12 months. No obligation — just clarity.

2

Scoped Engagement Proposal

Based on your equity type, vest schedule, and complexity, we'll outline exactly what's included, what it costs, and when we'll be in touch throughout the year. Flat-fee, no surprises.

3

Year-Round Advisory

Quarterly touchpoints tied to your vest schedule, proactive outreach before key events, and direct access to your CPA when decisions need to be made quickly.