Stock option planning

is complicated – I can help

 
 
 
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You’re about to have a big financial event – an IPO, a SPAC, tender, or acquisition.

You’re ready to celebrate.

But what about your options? 

Then you remember…

 

Taxes.

 

Maneuvering through stock options and tax decisions, with all of its twists and turns, can feel overwhelming.

 

I handle them for you - so you can go back to popping champagne.

 

WHAT I HELP WITH

 
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Tenders

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IPOs

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Acquisitions

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Stock-Option Planning

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Founder Consulting

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Forward

Contracts

I work with you and your personal financial team to guide you into making the right tax moves before, during, and after your liquidity events. 

 
 

I figure out what the moving pieces are — the priority of all these moving pieces —  and put together a strategy to meet your goals.

 
 
 
 

ABOUT ME

I have a Masters of Science in Accountancy from SJSU and a decade of experience saving people from taxes.  I’m licensed to practice by the California Board of Accountancy.

 

I’ve been featured in The NY Times (here and here).

 

I also love baking, biking, and cleaning up after my puppy.

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This is my third year working with Minnie. She tells me straight up what's going on with my taxes.

Laura R.

When I was offered our stock buy-out, Minnie really helped me and my wife with the details and tax planning. She is awesome to work with.

Jim + Kelly M.

Minnie is the best.  When it comes to my finances, Minnie has always provided me with expert advice.

Eli B.

 
 

MORE QUESTIONS? LET'S TALK

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