EMPLOYEES STOCK OPTIONS
Stock options are benefits that companies provide to recruit valuable employees to join their entity. When it comes to stock options, there are four types of stock options that companies issue to retain and recruit valuable employees:
ISO- Incentive Stock Option
ESPPs- Right to Purchase Plans
NQSOs- Right to Purchase Company Stock at a Predetermine Price
RSU&RSA- Restricted Stocks.
Although restricted stock and stock options are both form of equity compensation, the tax liability and reporting requirement are different, the requirement for FICA and alternative minimum tax are also different for each category as well. Therefore, it is important for you to select the right professional who understand to rule and can correctly prepare your stock option and RSU tax return at the time of exercise, vesting, and sale.
Our office focus our specialty in small businesses, stock option reconciliation, crypto, and resolution. In addition to preparing your RSU and stock option we can also provide consultation to advise our clients on qualifying position as well as preplan for a sale of stock acquired through the vesting or exercise of restricted stock or stock options.
Our promise is to deliver you correct RSU/Stock Options sales calculation to ensure that you will not overpaid in taxes or incurred doubled taxation. Most recently, the smallest amount we save our client who had sold their stock option is $25,673 ( individual tax payer ) and the highest amount is $495,000 ( individual taxpayer ) in federal tax liability.
Our Tax Prep Fees:
Our based fee for the stock option calculation starts at $2000.
Consultation:
Our flat rate fee to review your stock options documents is $1,500 per a tax year.
Please call us for a free 15 mins consultation to discuss your account and explore our expertise.
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