Top Accountnats for Equity Compensation | Sam's List
If you receive RSUs, ISOs, NSOs, or startup equity, your tax situation can get complex—fast. This page features vetted CPAs who specialize in equity compensation for employees, founders, and executives.
They help with:
• AMT planning for Incentive Stock Options (ISOs)
• Tax strategy for RSUs, NSOs, and ESPPs
• Filing 83(b) elections correctly and on time
• Maximizing the Qualified Small Business Stock (QSBS) exclusion
• Preparing for IPOs, tender offers, or acquisition events
Whether you're navigating a cashless exercise, planning a future exit, or just want to avoid surprise tax bills, these accountants know how to guide you through every stage of your equity journey.
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!
They help with:
• AMT planning for Incentive Stock Options (ISOs)
• Tax strategy for RSUs, NSOs, and ESPPs
• Filing 83(b) elections correctly and on time
• Maximizing the Qualified Small Business Stock (QSBS) exclusion
• Preparing for IPOs, tender offers, or acquisition events
Whether you're navigating a cashless exercise, planning a future exit, or just want to avoid surprise tax bills, these accountants know how to guide you through every stage of your equity journey.
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!
Anywhere
Acuity
Scale confidently – our clients see a 313% higher survival rate.
0 Client Reviews
Requirements
Anywhere
Rivet
Boutique corporate & personal tax prep firm, led by a former IRS auditor.
33 Client Reviews
Requirements
Anywhere
Matt Diamond, CPA
A great one-stop shop for taxes and fractional CFO work
0 Client Reviews
Requirements
Anywhere
Strube CPA PC
Tax prep and proactive planning for individual with equity comp
0 Client Reviews
Requirements
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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.
