ESO Fund
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How ESO Can Help

Help With Stock Option Taxes

Help With Taxes

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?

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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

All reviews are anonymous. We respect the privacy of our clients. Find more testimonials like the one below on Yelp

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.

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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.

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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.

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Our Process

Fast. Trusted. Easy.

Introduce Yourself

Complete our form and connect with one of our associates for a free 15 minute equity consultation.

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Receive a Personalized Offer

In as little as one hour, you'll receive an offer personalized specifically to fit your unique financial situation and needs.

Close and Fund

Join us for an in office closing at our San Mateo location or online through Zoom. Timeline from consultation to funding takes place in as little as 24 hours.

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Help With Taxes