Tax Savings for Option Holders at Google.    

We specialize in saving taxes for employees who own stock options.

Can my options be taxed at 50%?  Stock options can represent a significant asset of your net worth.  But please be careful - they have not yet been taxed.  Taxes on options can be as high as 50%.  However, if handled properly, this tax can be cut in half, sometimes more.  You do the math, the tax savings are a significant number to have in your pocket.

Google Specialists:  We work with many individuals at Google and are familiar with the specific issues with the Google option arrangement.  In fact, because we are so familiar with the Google arrangement, it is likely that we already have a good idea how to save you tax money, even though we have not spoken yet.  (All information is kept strictly confidential-a fellow employee will never know your situation if you work with us.)

Do you have ISO’s or NSO’s?  If you hold Incentive Stock Options (ISO’s) and/or Nonqualified Stock Options (NSO’s) you are a candidate to take advantage of significant tax savings.  This is particularly true if the Google current trading price is in excess of your strike price.

Why us?  We have been servicing employees and directors of many notable publicly held companies since 1993.  Our clients range from internet companies to pharmaceuticals to the banking industry.  We are often looked to as an authority by other professionals in the industry when it comes to questions in this arena.  We’ve seen far too many employees pay overpay their taxes on their stock options without realizing it.

How is it done?  The key is to know when and how to exercise these options.  A combination of strategies may exist depending on your profile.  This is particularly true if you hold ISO’s, NSO’s, rule 144 stock or restricted stock.  If done properly, you can keep the money, not Uncle Sam.

Our fees & approach:  Our goal is to work with individuals where we can save a minimum of at least 3 times our fees, in taxes.  In other words, if we can’t put money into your pocket, we will politely decline working with you.  To get a precise quote for your specific fee, please contact us at (212) 889-0781 x246 or (888) TAX-9100 x246.

How to proceed:

• Call our office (212) 889-0781 x246 or (888) TAX-9100 x246.
• Have an initial 5 minute conversation to see if we can work together.
• If so, we will instruct you on exactly what information we need.
• We quote an exact fee.

What we do next:

• We prepare an option analysis.
• We prepare a tax forecast.
• Based on this, we make specific savings recommendations.
• We assist you in executing all tax savings strategies.
• We prepare your personal tax return so everything flows properly.
• We are available throughout the year to assist and guide.

(212) 889-0781 or (888) TAX-9100

More of what we do:

- Corporate Seminars: We routinely conduct stock option seminars at company offices so all employees can benefit. Please click here for more info.

- Income Tax Preparation: We prepare the often complex tax return associated with option holders and assure the alternative minimum tax (AMT) is handled properly and all AMT credits are tracked and refunded.

- Stock Option Analysis: We keep a running inventory of our clients' stock option position so we can project and instruct which options to exercise, and when. This also allows us to remain current and to consult with our clients year round on their option and 144 positions.

- Tax Planning Analysis: In conjunction with our Stock Option Analysis, we guide our clients when to pay related taxes, and often when not to pay. In addition, how to maximize deductions and avoid AMT.

- Exercise Strategies: We show option holders a variety of exercising strategies, particularly if the option holder desires to conserve cash.

- Diversification: We help option holders who need assistance on how and when to diversify their portfolios away from their concentrated position into a well rounded performing portfolio.

- Working with Investment Advisors: We work closely with the investment advisor of option holders to provide a team approach for securing proper tax and investment decisions.

(212) 889-0781 or (888) TAX-9100