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.