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Pricing

Tailored equity compensation & tax planning.  Choose the plan that’s right for you:

Bronze

For people who only have Restricted Stock Units (RSUs) or Restricted Token Units (RTUs)

Silver

For people who need Incentive Stock Options (ISOs), Non-Qualified Stock Options (NSOs), or Token Options Tax Planning but want to DIY their own tax filings

Gold

For people who want it all – tax planning & tax filing all in one

Here are some more details on how we’ll work together

Bronze

Silver

Gold

Initial Consult 

Discuss Tax Situation

& Outline Timeline for Deliverables

Check-Ins 

Discuss Tax Planning Strategies

& Review Tax Projections

Quarterly Tax

Projections  

Deliverables 

Payment Options

4 Quarterly Check-Ins

2 Check-Ins

1 Check-In

4 Projections quarterly

2 Projections; one at consult and one within 6 months

1 Projection; done at time of consult

one time fee paid up front of $3,750

one time fee paid up front of $7,500

OR

four (4) monthly installments of $2,250 via ACH direct debit

one time fee paid up front of $12,500

OR

four (4) monthly installments of $3,995 via ACH direct debit

$3,750

$7,500

$12,500

  • Explain what RSUs and RTUs are, how they work, and go through your stock compensation plan together.

  • Delve into the tax implications of RSUs and RTUs covering taxation at vesting pre & post IPO as well as capital gains treatment.

  • Explore strategies for adjusting for your federal and state tax withholding – discuss the pros & cons of upping your supplemental tax withholding at IPO.

  • Explore strategies for shifting income & expenses (where possible)

  • Accredited Investors:  Delve into more advanced tax planning strategies to minimize immediate tax liability and optimize your future income

  • Clear breakdown on the timing of when estimated tax payments are required, where to pay them, how to pay them.

  • One tax projection spanning two calendar years (year of IPO + 2nd year) accounting for major life changes post IPO

  • Everything in Bronze - PLUS

  • A detailed analysis of your ISOs and NSOs / Token Options.

  • Important information on Alternative Minimum Tax (AMT) and why it matters to you when deciding when and what to exercise.

  • Discussion of Qualified Small Business Stock & 83(b) elections (if applicable)

  • Discussion of moving to a different tax jurisdiction to maximize your assets (if applicable)

  • Education of how taxation works at point of exercise for your stock options / tokens as well as taxation at point of sale.

  • Up to two tax projections spanning two calendar years (year of IPO + 2nd year) accounting for any stock/option exercises

  • Six (6) month unlimited email support to help you make an informed decision and support you in execution.

  • Everything in Silver – PLUS

  • One (1) year of Tax filing for your individual federal and one state tax return for one year (valued at $2,000).

  • Four (4) quarterly check-ins to explore additional tax planning strategies with in-house subject matter experts (as applicable)

  • Twelve (12) month unlimited email support to help you make an informed decision and support you in execution.

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