Accountnats for Equity Compensation in Montana
Need to outsource something else? Search for proactivefinancial advisorsandfractional CFOson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Featured Accountants
12 Client Reviews
"Great! They are fast and responsive. They get the work done."
2 Client Reviews
"Fantastic team at Anomaly - Been a client for years and this is the ONLY place where you get CPA brainpower and legal advice IN ONE PLACE. Before working with Anomaly about something complex, the response from my accountant was "speak to your attorney", who in turn would say "we should hop onto a call with your CPA".
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
Accountants
FrequentlyAsked Questions
Q1: What type of accountant helps with stock options and RSUs?
A CPA who specializes in equity compensation can help you navigate taxes on RSUs, ISOs, NSOs, and startup stock. They advise on timing, withholding, AMT risk, and how to reduce your tax bill.
Q2: Do I need to pay taxes when I exercise stock options?
Yes. Exercising NSOs creates ordinary income tax, while exercising ISOs may trigger the Alternative Minimum Tax (AMT). An accountant can help you model the best timing to minimize taxes.
Q3: What is an 83(b) election, and do I need one?
An 83(b) election lets you pay taxes on restricted stock at grant instead of vesting. It can lower your future tax bill, but must be filed within 30 days. Ask your accountant before deciding.
Q4: How can I qualify for the QSBS tax exclusion?
If your startup stock meets Qualified Small Business Stock (QSBS) rules and you hold it for 5+ years, you may be eligible for a capital gains exclusion of up to $10M. A tax pro can confirm eligibility.
Q5: What happens to my equity compensation in an IPO or acquisition?
Events like IPOs and M&A deals often create major tax events. Your accountant can help you plan for exercises, sales, and tax withholding ahead of the transaction.
What Does an Equity Compensation Accountant Help With?
Accountants who specialize in equity compensation provide guidance on:
• Tax strategy for RSUs, ISOs, NSOs, ESPPs, and private stock
• AMT planning and ISO timing
• Filing 83(b) elections for early exercise
• QSBS qualification and capital gains exclusion
• IPO, M&A, and tender offer tax planning
• Stock-based compensation reporting (ASC 718)
• Multi-year modeling for equity-based wealth
These CPAs work closely with tech employees, startup founders, and high-earning executives to reduce taxes and avoid costly mistakes.
• Tax strategy for RSUs, ISOs, NSOs, ESPPs, and private stock
• AMT planning and ISO timing
• Filing 83(b) elections for early exercise
• QSBS qualification and capital gains exclusion
• IPO, M&A, and tender offer tax planning
• Stock-based compensation reporting (ASC 718)
• Multi-year modeling for equity-based wealth
These CPAs work closely with tech employees, startup founders, and high-earning executives to reduce taxes and avoid costly mistakes.
Not sure who’s right for you as an equity compensation holder? Answer a few quick questions, and we’ll introduce you to someone who fits.
Find & Connect with Accountants, Fractional CFOs, and Financial Advisors
Company
Professional Services
Help Guides
Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
