Skip to Content
chevron-left chevron-right chevron-up chevron-right chevron-left arrow-back star phone quote checkbox-checked search wrench info shield play connection mobile coin-dollar spoon-knife ticket pushpin location gift fire feed bubbles home heart calendar price-tag credit-card clock envelop facebook instagram twitter youtube pinterest yelp google reddit linkedin envelope bbb pinterest homeadvisor angies

Diversify Your Finances With Stock Options Management

Our tax advisors at Ferber & Bouslog Tax Preparation are well-versed in managing your stock options. Stock options are increasingly common forms of equity compensation that can positively impact your finances. We specialize in tax planning and preparation services using all forms of stock compensation, including RSUs, ESPPs, NSOs, and ISOs. If you are interested in exploring your company’s stock options, get in touch with us today to learn more.

stocks digital display

Making Sense of Your Stock Options

Navigating your stock options can be overwhelming and difficult to understand, but our tax and finance experts at Ferber & Bouslog Tax Preparation are here to shed some light and simplify the process. We leverage years of industry experience and the thoughtful approach we’ve become known for to help make sense of your stock options. By providing concise explanations and analysis of your options, you’ll be able to strengthen your financial foundation and make the best decisions for your future. Ready to reveal your full financial potential? Gain the technical insights you need to take full advantage at Ferber & Bouslog Tax Preparation today.

Plan Your Stock Compensation With Ease

Ferber & Bouslog Tax Preparation possesses the technical expertise you need to gain a full grasp of the stock options available to you. We’re proficient in planning tax strategies with all forms of stock compensation, including:

Employee Stock Purchase Plans (ESPPs)

ESPPs are offered to company employees at discounted rates, allowing you to align with your organization’s interests and potentially benefit from the business’s growth.

Restricted Stock Units (RSUs)

RSUs are alternative forms of equity compensation tied to the performance of a company’s stock. While RSUs require meeting certain conditions, they always hold some value based on the worth of the underlying shares.

Incentive Stock Options (ISOs)

ISOs are qualified stock options that appeal to highly-valued employees interested in participating in the growth of the business with the additional benefit of deferring taxes on their stock investment gains.

Non-Qualified Stock Options (NSOs)

NSOs incentivize employees with stock purchasing options at predetermined prices, often much lower than their current market value. NSOs are subject to taxes on both the exercise price and when the shares are sold.

Take the Next Step Toward Financial Success

Let our team at Ferber & Bouslog Tax Preparation help create a refined, personalized financial strategy that works for you. We’re here to guide you through the tricky terrain of share-based compensation and will ensure the options you’re interested in aligns perfectly with your goals.

Schedule an Appointment