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Equity Tax Strategy

Filing tax returns with equity

We specialize in taxation of equity income, which includes RSU, ESPP, ISO, NSO, 83(b), and other equity-related items. For assistance filing a tax return, please contact us below and we will reach out in a matter of a few hours. 

Happy to cover any equity-related items, such as carryover of AMT credits, AMT tax, capital gains tax, sell-to-cover RSUs, and any other equity-related concerns. Just contact us below. 

Planning strategies for those receiving equity

Due to our large technology client base, we are frequently approached with the following questions:

  • How many RSUs should I sell? How much tax should I set aside based on this sale? If I have a certain cash target, what is the total amount of RSUs I should sell?
  • My company has granted me stock options. How many should I exercise before I hit AMT?
  • If I only have a given amount of cash to pay tax, what is the most I can exercise?
  • Are there any tax-saving strategies for me available in these situations?
  • Should I then sell the underlying equity? How many share should I sell?
  • How will this be affected by share price?
  • Should I make estimated tax payments, and if so, how much?
  • Can I construct a plan for more than one year of equity vesting, exercises, and sales?
  • I am leaving my company & must make an ISO vs. NSO decision

These (and more) are all common scenarios that we compute for the clients.

Contact us at if you would like to get started with an analysis or to book a consultation to discuss strategy.

Need some help? Please fill out the form below and one of our specialists will get back to you immediately.

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Seattle, WA, USA
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