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.

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.

 

Frequently asked questions

Can you work with my financial team?


Absolutely! I regularly partner with your existing team to provide the best tax and stock option planning strategy. If you do not already have a financial advisor or team, I'm happy to refer you to several trusted partners.




Do you also do tax preparation?


Yes! We can file your federal and state income taxes as an add-on for my stock option planning clients. We charge a flat rate of $1,500 for federal and one state tax return, and an additional $500 for each additional state tax return. For our RSU only planning clients, we include the filing of one federal and state income tax return as part of our tax planning package. At this time I am not accepting new clients for tax preparation only. If you're looking for someone to file your taxes only, please contact us and we'll be happy to send over names of some colleagues who would be delighted to hear from you.




What if I already have my own tax preparer or prepare my own?


Marvelous! Feel free to continue using them for tax preparations. I am still able to work on your stock option planning and tax consulting.




How do you store my sensitive information?


Securely! I store any private documents within Dropbox for Business. I store all of our signed contracts in HelloSign, and process all of your payments through Square. If you have alternative preferences, I am happy to speak through them.




What if I actively trade in cryptocurrency?


Cool, me too! I am happy to help with this as well since all of your income is relevant to stock options planning. Talk to me about this and I’ll be happy to provide guidance on this as well.




How does your pricing work?


I tailor our pricing to each individual client and their needs. Our fees begin at $7,500 for the entry level plan and go up from there. The starter plan includes two deep dive sessions during a 12 month calendar period along with a tax forecast for the upcoming tax year. Our premium plan have the privilege of shorter turnaround times for projection calculations as well as additional web meetings for clients and their trusted financial advisors.

I request a 50% retainer up front at the signing of our engagement letter with the remainder payable in 60 days.




I only have Restricted Stock Units and no stock options. Can you still help me?


We would love to! At this time we have a package program just for you (ideal for clients who has an impending IPO/DPO event within 1-3 months). We provide up to four one-hour tax planning consultations over the course of a calendar year along with one complimentary federal and state tax return. Please contact us for more details.





 

MORE QUESTIONS? LET'S TALK

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