Tax planning and preparation for tech employees with RSUs, stock options, ESPP, and crypto. Prepared by a Big 4-trained CPA so April doesn’t bring a surprise bill.
Don't let complex vesting events eat away at your hard-earned equity.
Companies typically withhold federal tax on RSUs at a flat 22%. If your bracket is 32% or higher, the other 10 to 15 points come due in April, and you can owe an underpayment penalty too unless estimates or extra withholding cover it.
Exercising Incentive Stock Options (ISOs) can trigger catastrophic Alternative Minimum Tax (AMT) liabilities even when you haven't sold the shares. We model your exact AMT threshold.
Join a fast-growing startup? An 83(b) election must be filed within 30 days to lock in negligible early valuation taxes and convert future multi-million dollar gains into long-term capital rates.
Brokers frequently report incorrect cost basis on Form 1099-B for Employee Stock Purchase Plans, causing tech workers to get double-taxed on disqualified sales. We reconcile every grant.
Living in Texas or Florida but vesting shares from a California, Washington, or New York employer? We calculate accurate state apportionment and credit offsets to ensure you don't overpay state taxes.
Full reconciliation of centralized exchanges, on-chain staking, DeFi transactions, and hardware wallets with tax-loss harvesting to offset taxable equity gains.
One engagement covers your return, your equity schedules and planning during the year.
Fixed fee agreed in writing before work begins
Employers are legally required to withhold 22% on supplemental compensation up to $1M. For high-earning tech employees in the 32%, 35%, or 37% tax brackets, this guarantees you are underwithheld by 10%–15% on every vest unless you make estimated quarterly tax payments.
NSOs trigger ordinary income tax immediately upon exercise on the spread. ISOs do not trigger ordinary income tax upon exercise, but the spread is an AMT preference item that can trigger massive Alternative Minimum Tax liabilities.
If you earned equity while working in one state (e.g. California) and vest while living in Texas, the vesting is partially sourced to California. We compute precise multi-state allocation schedules so you only pay what you legitimately owe.
We review prior years for missed 1099-B cost basis adjustments on ESPP or RSU sales (where employee compensation was already included on W-2 Box 1) and file Form 1040-X to recover overpaid taxes.
Licensed CPA Firm #C12114. Regulated under Texas administrative and certified public accounting standards.
Professional member adhering to the national Code of Professional Conduct and technical tax standards.
Business member of the Houston Heights Association.