Get answers to your equity questions
A virtual 1-on-1 with an equity-experienced tax advisor can help you understand how upcoming decisions will affect your taxes and financial goals. $250 per session.
A virtual 1-on-1 with an equity-experienced tax advisor can help you understand how upcoming decisions will affect your taxes and financial goals. $250 per session.
Let’s create a plan for your equity
How it works
In a 1 hour tax-planning session, an expert advisor will:
- Review your equity and tax documents
- Answer your key equity questions
- Provide projections of potential equity decisions, like the tax implications of exercising or selling stock
Why you’ll love it
The standalone nature of this service is perfect for anyone who isn’t ready for an ongoing relationship with a tax advisor just yet. Working with an expert advisor will give you the confidence you need to make big decisions about your equity at a transparent and fair price point.
This service is perfect for...
Early employees
Work with an equity-experienced tax advisor to understand the potential value, tax considerations, and exercising possibilities of your current or upcoming equity compensation, like options or RSUs. You’ll get guidance on your toughest equity questions.
Evaluating job offers
If you have equity grants from your current company, switching jobs often means it’s time to make a decision. Should you exercise your remaining options or let them expire? What would this mean for your taxes? Your tax advisor will provide a framework to think through these decisions during your Equity 1:1 Consultation.
Making plans to sell equity
Prepare for an upcoming liquidity event, like an IPO, acquisition, secondary market sale, or tender offer by running exercise/sell scenarios of possible costs, taxes, and profits. Your advisor will help you define a strategy based on your specific timeline, upcoming goals, and risk tolerance.
Pricing & Details
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Pricing
$250 for one hour
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Frequency
Standalone 1 hour session
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What you get
- Tax strategies for exercising
- Tax strategies for selling
- Multi-year tax projections
5-Stars on Nerdwallet
Meet with experts that understand your equity
Builders like you need dedicated advice from people that get the complexity of equity. Meet some of the experts working with Harness Tax.
Sam Boehr
“I believe providing a high level of service on complex tax planning issues gives clarity and eases anxiety for clients worried about a specific tax event. I really enjoy when a client walks away saying thank you and the session was really helpful for them in understanding their tax situation.”
Robert Schmidt
“My team specializes in helping clients navigate through equity option decisions, crypto taxes, and taxes for ex-pats. I love to create personalized tax plans to help clients meet their life goals.”
Doug Waite
“Equity compensation requires the holder to make informed decisions. I enjoy helping clients understand the financial and tax aspects of their equity compensation package so they can make those informed decisions with confidence.”
Padmini Sabanayagam
“Everyone’s tax situation is unique and planning for the future can be overwhelming with increasing complexity and evolving legislation. As a trusted advisor with my experience, I help clients navigate the complexity by providing personalized guidance.”
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*NerdWallet issued this rating in October 2022, considering the period of August 2022 – October 2022. Harness Wealth compensates NerdWallet when users of our site have clicked through NerdWallet’s website and create an account with us. NerdWallet is not a client, but a paid referral partner which can influence where and how references to Harness Wealth appear on their website. For additional information related to our referral arrangement click here. For additional information on NerdWallet’s rating methodology click here.