EQUITY GRANTS
Optimizing Your Equity Options
Equity grants come in many forms: Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Non-qualified Stock Options (NSOs), and more. Each type comes with its own unique tax implications. Understanding these can mean the difference between maximizing your wealth and incurring hefty tax bills.
At ShayCPA, we leverage our expertise in tax planning and compliance to empower you to make strategic decisions about your equity compensation. We help you understand the tax implications of your equity grants, exploring opportunities to minimize your tax liability and maximize your profits.
Navigating Complex Tax Regulations
Navigating the tax laws related to stock options can be daunting, especially given their inherent complexity and ever-changing nature. Filing an 83(b) election, for example, could be a powerful tax-saving strategy, but it’s not without its risks. We’re here to guide you through these complexities, providing the insights you need to make informed decisions.
Leveraging QSBS Exemptions
If you’re a founder or an early investor in a tech start-up, you may be eligible for significant tax savings through the Qualified Small Business Stock (QSBS) exemption. By meeting certain criteria, you could potentially exclude up to 100% of the gain on the sale of your QSBS from federal tax. Our experienced team can help you navigate the QSBS requirements, ensuring you’re well-positioned to capitalize on this opportunity.
Partnering With ShayCPA
As an accounting firm specializing in tech start-ups, we don’t just provide a service – we partner with you on your journey, acting as your trusted advisor every step of the way. Whether you’re a founder looking for tax-efficient strategies to optimize your start-up’s financial performance, or an employee trying to navigate the tax implications of your stock options, we’re here to support you.
Tax planning for your equity grants doesn’t have to be overwhelming. Let us transform your tax challenges into opportunities. Welcome to ShayCPA, where your equity’s potential is our commitment.
EQUITY COMPENSATION TAX PLANNING
Investing in expert tax planning guidance today can yield substantial savings tomorrow. We’ve bundled our tax planning services for equity compensation into a comprehensive package, with prices starting at $1,500. Our package includes:
Initial Consultation (60 minutes):
This is our opportunity to get to know you and fully understand your equity compensation structure and tax planning concerns.
Document Collection & Analysis:
We’ll gather and review all necessary documents to build a complete picture of your tax scenario.
Customized Tax Projections & 'Mock Tax Return'
Our experts will run three scenario tax projections, providing you with insights into potential Federal and State tax liabilities under different strategies.
Follow-Up Consultation (30 minutes):
We’ll walk you through the results, answer any questions you may have, and provide actionable tax-saving recommendations.
EQUITY COMPENSATION TAX PLANNING Package
$1500
- Initial Consultation (60 minutes)
- Document Collection & Analysis
- Customized Tax Projections & ‘Mock Tax Return’
- Follow-Up Consultation (30 minutes)
NAVIGATING EQUITY COMPENSATION
At ShayCPA, we believe in transparency and value.
Our package is designed to provide you with comprehensive support in understanding and navigating the tax implications of your equity compensation. Prices may vary based on the complexity of your situation, but you can rest assured that we’ll provide an upfront estimate before we get started. Partner with us today to maximize your equity’s potential and secure your financial future.
Tax Services Pricing
We offer tiered pricing for our tax services so you can choose the right option for your startup’s specific needs this year:
Founding Year
Starting at
$1000
- Corporate Income Tax Filings
- Federal 1120*
- State Income Tax Filings (1) **
- Tax Extensions (included)
- Annual Tax Planning Consultation
*Does not include Foreign shareholders
**Additional State Filings billed starting at $500
Pre-Seed
Starting at
$1500
- Federal Corporate Income Tax Filing
- Delaware Franchise Tax Filing
- State Income Tax Filings (1)
- Tax Extensions (included)
- Additional State Filings billed starting at $500.
Seed
Starting at
$2500
- Federal Corporate Income Tax Filing
- Delaware Franchise Tax Filing
- State Income Tax Filings (2)
- 1099–NEC Filing (up to 5)
- Tax Extensions (included)
- Additional State Filings billed starting at $500.
Series A & Beyond
Based On Your Needs
Custom Quote
- Federal Corporate Income Tax Filing
- Delaware Franchise Tax Filing
- State Income Tax Filings (2)
- 1099-NEC filing (up to 10)
- Tax Extensions (included)
- Additional State Filings billed starting at $500.
Additional Tax Services
State and local taxes (SALT)
Beyond the corporate taxes to which your company is subject, we also provide services for any state and local taxes that apply to your startup. For example, we work with many tech companies incorporated in Delaware and support them with their Delaware Annual Filings.
Cross-border taxes
If you work with international investors or you plan to expand abroad, our cross-border tax expertise can help you comply with the complex applicable tax regulations. We have experience working with companies that have connections in Lebanon, Canada, the UK, South America, and various EU nations.
Our Process
1
Step 1: Contact Us
Get in touch and we’ll reach out to you to schedule a video call to better understand your tech startups needs and prepare a custom quote.
2
Step 2: Onboarding
We’ll invite you to our secure client portal where you can use our easy to use onboarding checklist to get started. See general pricing guide here.
3
Step 3: Review
We schedule ongoing video calls with you to review your financials and ensure all of your tax compliance is taken care off.
If you’re ready to explore our tax services for tech startup C corporations, don’t hesitate to contact our team today.