I will provide tax consulting for non qualified stock options

This discovery phone or Zoom call (45 min to 1 hour) will provide tax consulting for your ISOs, NQSOs, and RSUs.

The purpose of this call is to learn about your unique financial situation with stock options and provide guidance for best outcome taxwise.

Please keep in mind that this call does not include any type of tax calculations or advice when to exercise/sell stock options. This requires research due to many factors (i.e. company outlook, financial goals, tax brackets, etc).

This is strictly a consulting call. No other service will be provided (tax calculations, tax projections, etc).

Please feel free to message me first.