RSUs vest, ISOs get exercised, ESPP shares sell, and the default withholding rarely covers the bill. We prepare the return, and the projection that would have warned you.
We track basis across vesting and sales, handle AMT from ISO exercises, and prepare estimated payments so next April is not a surprise.
Schedule a confidential consultation and tell us what you have
We scope the work and give you a written quote
You upload documents to our secure portal; we ask only for what we need
We prepare, you review, we file
Your return is prepared by the Gordon Tax team in Skokie, Illinois. Gordon Tax, LLC was founded by Andrew Gordon, a tax attorney and CPA, and has focused on crypto tax since 2014.
Employers typically withhold at a flat rate that is lower than many people’s marginal rate. The difference is due with the return.
That is a planning question with an AMT answer. We model it before you decide.
No. The basis is the value at vesting, which was already taxed as wages. We correct it on Form 8949.
Hourly billing, estimated up front, with a deposit applied to the work.
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