Stock Option Tax Planning

Our Approach to Stock Option Tax Planning

Receiving stock options, shares and bonuses in addition to your compensation seems, on the face of it, a generous way to reward you for your hard work and dedication to your job. But without proper planning, stock options may become a burden if you do not consider the tax implications. You need to implement a plan to optimize their value.

SD Mayer & Associates provides tax advisor services for employees receiving stock options in the Bay Area and beyond. We understand the complexities of incentive stock options and tax reporting, and we can ensure you stay within compliance while receiving proper compensation. We pledge to support your financial goals as your stock options tax advisor in the Bay Area.

We provide employee stock option tax plan treatments that safeguard the money that belongs to you. Our services can assist you by:

  • Removing ambiguities from your compensation package to keep your plan working toward your financial goals.
  • Assisting with obtaining a comprehensive big-picture view of your compensation plan and how it fits into your company’s benefits, including identifying the best tax strategies for your situation.
  • Determining the best time to exercise your stock options, including when to sell company shares and how your compensation plan could impact your financial future.
  • Leveraging ways to protect your earnings through tax consequence reduction.

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Advantages of Incentive Stock Options Tax Reporting

Our clients have different goals. Some want to get the greatest amount of cash possible from sales of their stock. Others are more concerned with minimizing taxes or reducing cash outlay when exercising their options. Clients who hold a significant equity stake in the issuing company have unique interests to protect as well.

We use all the information about your unique case to build your tax strategy into a long-term plan that puts you in the best position. Our holistic approach takes your entire financial picture into account, and we want you to optimize your returns.

What Services Does SD Mayer & Associates Provide?

We provide employee stock option tax plan treatments that safeguard the money that belongs to you. Our services can assist you by:

  • Removing ambiguities from your compensation package to keep your plan working toward your financial goals.
  • Assisting with obtaining a comprehensive big-picture view of your compensation plan and how it fits into your company’s benefits, including identifying the best tax strategies for your situation.
  • Determining the best time to exercise your stock options, including when to sell company shares and how your compensation plan could impact your financial future.
  • Leveraging ways to protect your earnings through tax consequence reduction.

The Benefits of Selecting SD Mayer & Associates

SD Mayer has a fresh approach to client engagement that you will appreciate. Our holistic view of financial planning means we take the time to consider your circumstances and all the factors that may weigh into them before suggesting a course of action.

For our individual clients, we help you achieve the financial security you desire through a range of services, including tax planning as well as:

No matter the stage of life you find yourself in, SD Mayer can assist you as a trusted financial advisor.

We also provide services to companies. Our actionable insights into business issues can help you strategize for future growth and prosperity.

Get in Touch With SD Mayer & Associates Today

You work hard for your money, and you want it to work hard for you. Our stock option planning services provide the expertise you need to optimize your compensation and protect yourself from unnecessary tax burdens. Contact us today to learn more about our people and our services.

Thought Leadership

Our Tax Team

Angelica Beas
Tax Supervisor
Greg Blanton, CPA
Senior Tax Manager
Ernesto Fabela
Tax Senior
Claire Hyun, CPA
Tax Associate
Timothy Au
Tax Associate
Stephen D. Mayer, CPA
Managing Partner & Founder
B’Jon Scott
Tax Associate
Joanne Wiggins-Barros, CPA
Partner, Tax & Accounting
Bonifacio Zablan
Professional Support Specialist
SD Mayer