Tax and Equity Consultation Services

Correctly engineered equity structures are invaluable for startup founders, providing stability and flexibility in the growth journey. This is why many startups allocate a significant portion of their equity to early-stage team members and investors while the company is still privately held.

However, you must make equity decisions cautiously since the tax system has grown extremely complex with recent laws like the Inflation Reduction Act introducing additional intricate regulations and a book minimum tax. Hence, consulting an equity expert is essential for founders to make informed decisions on strategic financial planning.

Being an expert in equity management and valuations, Eqvista can help founders by saving substantial money while avoiding compliance problems that could undermine company value or founder wealth.

Importance of Tax and Equity Consultation for Founders

Prudent equity management not only ensures tax compliance but also enables founders to build a strong foundation for their startups and helps them secure fair compensation in line with their contributions to their startup’s growth.

Conversely, if a founder neglects tax and equity management, they may face excessive tax liabilities such as high interest on unpaid taxes and 20% tax penalties. As tax systems have evolved into complex frameworks designed to counter fraud and bad actors, navigating them with confidence often requires expert consultations.

Eqvista’s Tax and Equity Consultation Service

From issuing shares and customizing vesting schedules to tackling complex challenges such as minimizing alternative minimum tax (AMT), Eqvista’s consultation services cover all key areas in equity management. We offer comprehensive guidance on managing various forms of equity, including RSUs, phantom stocks, and NSOs, enabling tax savings and ensuring tax compliance at every step.

• Qualified Small Business Stock (QSBS) – Eqvista provides expert guidance on qualifying for QSBS status, offering opinion letters to support eligibility and maximizing potential tax benefits for investors.
• Early Exercise consultation service – We empower individuals to optimize their tax positions and fully utilize the flexibility of stock options by consulting on 83(b) filings.
• Equity Vesting – Eqvista navigates the intricacies of equity vesting, offering tailored solutions to founders and employees for effective tax planning and maximizing the benefits of vested equity.
• Guidance on Tax Implications – Eqvista ensures comprehensive understanding and guidance on tax implications for various equity types, including Restricted Stock Units (RSU), Restricted Stock Awards (RSA), Incentive Stock Options (ISO), Non-Qualified Stock Options (NSO), and Phantom Stock.
• Incentive Stock Options (ISOs) – We provide in-depth insights into the taxation difference of ISOs, assisting individuals in making informed decisions to optimize tax advantages.
• Other taxation complexities – Eqvista addresses other taxation complexities, including Alternative Minimum Tax (AMT), distinguishing between short-term and long-term gains, and establishing a solid tax basis for comprehensive financial planning.

Personalized Approach to Tax and Equity Management

A personalized approach to tax and equity consultation is essential for startup founders and employees, as it helps them navigate the complexities of equity compensation and tax obligations.

• Tailored Strategies with Customized Solutions – Eqvista offers personalized tax and Equity consultation services that align with individual business needs, focusing on optimizing savings and fostering financial growth. Our approach includes an initial consultation to understand unique equity and tax requirements, followed by a detailed assessment and strategy development tailored to specific goals.
• Expert Guidance – Our seasoned tax and equity experts are equipped to guide you through the most complex scenarios toward tax compliance and savings. By offering year-round support, we empower founders to adapt their strategies as their financial landscape shifts, helping them seize tax-saving opportunities and mitigate compliance risks in real-time instead of simply mitigating compliance risks in tax seasons.
• Comprehensive Services on All-in-One Platform – Eqvista provides platforms that integrate cap table management, valuation services, and compliance with IRS requirements, simplifying the financial management process for clients.
• Proactive Planning – Eqvista minimizes your tax burdens and thus maximizes your after-tax income by identifying the implications of various equity decisions by applying advanced tax management strategies. We devise customized transition plans to minimize tax impact during portfolio repositioning for those with concentrated stock positions or upcoming liquidity events.

Pricing

Eqvista offers flexible and transparent pricing starting at just $350 for Tax and Equity Consultation Services, catering to startups and established businesses. We offer tailored solutions to meet each client’s unique needs, focusing on reducing taxable income and maximizing financial growth.

Master Your Taxes: Let Eqvista help you optimize tax and foster financial savings!

Tax preparation is an important task for employees and founders of startups at various points in their professions. Proactive action can assist in reducing tax obligations and optimize transactional financial advantages. Eqvista’s expertise will help you realize the potential of precision in financial planning.

In addition to reducing your tax burden, our corporate tax consultation services will help you maximize your earnings. With careful tax preparation, we provide insightful information that gives you a clear pathway to excel in complicated financial environments.

Contact us to build a stronger, more secure, and financially rewarding future for your business!