Stock option planning

is complicated – I can help

 
 
 
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You’re about to have a big financial event – an IPO, 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

 

Tenders

IPOs

Acquisitions

Stock-Option Planning

Founder Consulting

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! Tax preparation and filing is an option for my stock option planning clients. Tax filing fees begin at $1,500 and go up from there depending on complexity. At this time I am not accepting new clients for tax preparation only.




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. Starting fees begin at $5,000 for the entry level plan and go up from there. The entry level plan includes two deep dive sessions during a 12 month calendar period along with a tax forecast for the upcoming tax year. Higher priced plans have the privilege of shorter turnaround times for projection calculations as well as additional web meetings for clients and their financial advisors.

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





 

MORE QUESTIONS? LET'S TALK

© 2020 Minnie Lau CPA, PC