Stock Option Tax Planning

Our Approach to Stock Option Tax Planning

Stock options, shares, bonuses, and other benefits are significant aspects of your compensation plan outside of base salary structures and need their own stock option tax planning strategy. Individuals who neglect the complexity of these instruments risk a failure to optimize their values.

We are here to make sure that does not happen. The stock option tax planning experts at SD Mayer understand the intricacies of all varieties of stock options, ensuring you remain in compliance and are properly compensated. We take pride in our ability to remove the ambiguity from tricky compensation plans, and support your financial objectives.

Our specific services include:

  • Remove the ambiguity from your compensation plan & ensure it is working as hard as you do to reach your financial goals.
  • Help you understand your compensation plan, your company’s compensation & benefits program, & which tax strategies will be most beneficial for your financial situation and needs.
  • Evaluate the most advantageous time to exercise stock options, whether & when to sell company shares, and how your stock-based compensation plan & other employer benefits may impact your financial future.
  • Help you leverage opportunities to protect your earnings by reducing your tax consequences.

Why SD Mayer

With a focus on applying technology and a fresh way of thinking to each client engagement, SD Mayer is transforming the nature of client service in the accounting industry. For our business clients, we are your trusted advisor, providing actionable insights to solve today’s business issues and strategize for future growth. For our individual clients, we focus on helping you achieve financial security through estate planning, investment guidance, insurance and tax planning, and retirement planning. Whatever life stage you or your business are in, SD Mayer will have your back as your trusted advisor.

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Thought Leadership

Our Tax Team

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