Did you exercise your incentive stock options (ISOs) last year and are now caught off guard by a large Alternative Minimum Tax (AMT) bill?
This bill can be huge if the fair market value is now a lot higher than your exercise price. Alternately, when exercising your NSOs you may have realized you must pay withholding tax immediately to the company. Even if you utilize the multiple ways to reduce stock option taxes, you may still owe a large sum based on a phantom spread of income that you might never realize.Since the cost of exercising options can be quite high, a large tax bill just makes the process more burdensome and riskier. ESO Fund can help you cover the potential tax bill as well as refund your original exercise. (For more on stock option taxes click here)
Here’s how our process works:
1. Intro Call
• Introduce yourself and your situation, and feel free to ask as many questions about ESO as you would like.
2. Get a personalized offer
• We will conduct due diligence and get back to you with our decision.
• Once we extend an offer and the terms are accepted, we run a simple credit check and then we can close. If you are local to the Bay Area, join us in our wonderful San Mateo office. If not, no worries! We can close remotely via Zoom or Google Hangouts.
It’s that easy.
Don’t bear the burden of these massive tax bills alone. Contact ESO today!