Tax
Executive & Equity Compensation Tax
What's included
- Restricted stock units (RSUs), incentive stock options (ISOs), non-qualified options (NSOs), and ESPP sales
- Cost basis corrections so vested stock isn't taxed twice
- Alternative minimum tax (AMT) review for exercised ISOs
- Bonuses, severance, and deferred compensation
- Multi-state returns for moves, remote work, and NY/NJ-style commuter situations
- Schedule C for consulting, advisory, and board fees
- Quarterly estimated tax planning so there's no surprise bill in April
Why equity compensation needs a closer look
When company stock vests or you sell shares, part of the income is already on your W-2. But the 1099-B from your brokerage often reports a cost basis of zero, or leaves it out entirely. If that isn't corrected, you can end up paying tax on the same income twice. We reconcile your W-2, brokerage statements, and supplemental equity reports so every share is reported correctly.
Changing jobs, moving, or advising on the side
Senior careers rarely stay in one place. A mid-year job change can mean two W-2s, stock from two employers, and a 401(k) rollover. A move or remote work can mean returns in more than one state. Consulting or advisory work adds self-employment income and deductions. We bring it all together into one accurate return and set up estimated payments for the year ahead.
Planning, not just filing
Before big decisions, like exercising options, selling a block of vested shares, or accepting a new offer, book a call. We'll walk through the tax impact so there are no surprises.
Let's talk about your taxes and books
Book a free 30-minute call. We'll learn what you need and give you a clear quote. No obligation.