How can ESO help with stock option taxes?
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)
"Super helpful, transparent and thoughtful. Made a complex, administratively daunting exercise straightforward and trustworthy, not to mention fast and a great deal."
VP Marketing
Series B Company, Silicon Valley
Fast. Trusted. Easy.
Introduce Yourself
No two option grants are alike -whether your options expire this week, you are planning ahead, or you simply want some liquidity for shares you own. ESO can customize a deal to fit your situation and needs. Your chance to ask any and all questions about how we operate or stock options in general.
Receive a personalized offer
Every ESO offer is personalized specifically to fit your tastes and financial situation. Once you enter into an agreement with ESO we are partners until liquidity and want you to be happy with your deal.
Close and Fund
If you are local to the Bay Area, join us for an in office closing at our San Mateo office. If you aren’t in the area, no problem. We can close remotely using Zoom or Google Hangouts. Funding can take place in as little as 24 hours.
Fast. Trusted. Easy.
Introduce Yourself
Complete our form and connect with an ESO Partner for a free 15 minute equity consultation.
Receive a Personalized Offer
In as little as 1 hour, you'll receive an offer personalized specifically to fit your unique financial situation and needs. ESO offer's are 100% risk-free. In exchange, we ask for a percentage of the stock plus a return of the original investment.
Close and Fund
Join your ESO Partner for an online closing via Zoom. The timeline from consultation to funding can take place in as little as 24 hours.