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Explore Your Tax Strategies in an IPO

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Explore Your Tax Strategies in an IPO

Looking for expert guidance on Initial Public Offerings (IPOs), Double-Triggered Restricted Stock Units (RSUs), Merger and Acquisition (M&A), stock options, and IRS/state Estimated Tax Requirements? Our team of seasoned CPAs combines financial expertise with personalized service to ensure you are well-prepared and informed about every aspect of these financial events.

Our Services:

1. IPO Strategy

  • Maximize Your IPO Gains: We specialize in helping clients make the most of their IPO by strategically managing stock options, tax implications, and more.
  • IPO Tax Planning: Our CPAs will work closely with you to optimize your tax strategy before and after going public.
  • Compliance and Reporting: Stay ahead of SEC regulations and ensure compliance throughout the IPO process, such as the IPO lockup period.

2. Double-Triggered RSU Demystification

  • RSU Tax Optimization: We’ll help you understand and navigate the tax implications of double-triggered RSUs, ensuring you keep more of your hard-earned rewards.
  • Risk Mitigation: Our team will assist you in managing the risks associated with RSUs, helping you make informed decisions that protect your financial future.
  • Financial Planning: Create a comprehensive financial plan that integrates your RSUs into your overall portfolio and long-term goals.

3. Merger and Acquisition (M&A) Tax Services

  • Tax Optimization: We’ll work closely with you to discuss factors such as acquisition FMV, holding period, tax credits, and available deductions.
  • Tax Compliance and Reporting: Ensure compliance with all tax reporting requirements during and after the M&A transaction. This includes reporting the necessary transactions and income on your tax returns.
  • Penalty Prevention: Conduct analysis or projections to simulate upcoming tax returns. This helps calculate estimated tax payments required from a large M&A payout and prevents any underpayment penalties.

4. IRS Estimated Tax Compliance

  • Stay Ahead of Deadlines: We’ll ensure you meet all IRS estimated tax requirements accurately and on time.
  • Tax Minimization Strategies: Our CPAs will develop strategies to minimize your tax liability while staying in compliance with IRS rules.
  • Peace of Mind: Avoid penalties and headaches with our expert guidance on IRS estimated tax payments.

5. Tax Filing Services

  • Efficient Tax Filing: Our team will prepare and file your tax returns, ensuring all deductions and credits are utilized to your advantage.
  • Year-round Support: We’re not just here for tax season; we provide ongoing tax planning and support throughout the year.
  • E-filing: Enjoy the convenience of electronic filing for faster refunds and accurate submission.

Why Choose Us?

  • Proven Expertise: With years of experience in tax and financial planning, our CPAs have successfully navigated countless IPOs, RSU scenarios, public equity, and IRS tax matters.
  • Personalized Service: Your financial goals are unique, and we treat them that way. We provide tailored solutions that meet your specific needs.
  • Timely Support: We understand the urgency of tax and financial matters and our team is always ready to provide swift, accurate
  • Transparent Pricing: We believe in clear, upfront pricing, so you know exactly what to expect.

Contact Us Today

Whether you need help with a high-level verbal consultation or numerical analysis to break down each component of your tax profile, our team is here to simplify tax obligations for you. Contact us today to learn more about how you can minimize your tax liabilities and maximize your IPO gains.


Need to speak to an expert?

Call us today at (833) 829-1120, email us at, or fill out the form and we’ll get in touch immediately.

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