Steven Press is a CPA and CFE with 10+ years of tax and accounting experience. He specializes in tax planning for employees and founders of tech and high-growth companies, helping them to maximize the value of their equity compensation. Steven received his bachelor’s degree from Indiana University – Kelley School of Business in 2008, and became a Certified Public Accountant in 2011.
Press Team's Services and Specialties
STOCK OPTION ANALYSIS
Depending on your needs, either a one-time exercise strategy or a multiyear strategy to exercise all of your options.
LIQUIDITY NEEDS AND TRANSACTION ADVISORY
Assistance in evaluating multiple liquidity offers for individuals who want to access the value of their equity before their companies' stock is traded publicly.
TAX PLANNING
Year-round, dynamic tax planning to optimally structure your finances and investments from a tax perspective. This includes navigating trading windows or private stock transactions. This service is inclusive of tax preparation.
TAX PREPARATION
Annual document preparation and filing any tax forms for individual or family taxpayers.
FEES
Tax planning fees are charged hourly ($150-$425 per hour)
Minimum tax preparation fee of $1,500
