Tax Services
Equity Compensation and RSU Tax led by Manhattan CPAs
Our equity compensation and RSU tax service helps employees and executives in Manhattan, NY properly report stock options, restricted stock units, and...
Service Overview
Our equity compensation and RSU tax service helps employees and executives in Manhattan, NY properly report stock options, restricted stock units, and other equity compensation on their tax returns. We prepare Form 3921, Form 3922, and handle complex equity compensation reporting.
This service covers stock options, RSUs, employee stock purchase plans, and other equity-based compensation arrangements. We calculate taxable events, track basis, and ensure proper reporting of gains and losses from equity transactions.
Typical documents include Form 1099-B for sales, Form 3921 for RSU vesting, Form 3922 for stock options, company statements, and transaction confirmations. We work with employees who receive equity compensation from both public and private companies.
Benefits include accurate tax reporting for complex equity transactions, proper tracking of cost basis, and compliance with IRS requirements for equity compensation. We help employees understand their tax obligations and plan for future equity events.
Our approach involves analysis of equity grant documents, calculation of taxable amounts, preparation of required forms, and coordination with brokerage statements. We maintain detailed records for future tax planning.
We serve Manhattan-based employees at technology companies, financial institutions, and other firms offering equity compensation. Our understanding of equity markets and tax rules helps ensure comprehensive reporting.
What You Get
- ✓Form 3921 preparation for RSU vesting
- ✓Form 3922 preparation for stock options
- ✓Form 1099-B review and corrections
- ✓Cost basis tracking and reporting
- ✓Schedule D preparation for sales
- ✓Alternative minimum tax calculations
- ✓New York State equity tax reporting
- ✓Equity compensation planning consultations
Manhattan, NY Specific Information
How do you report RSU vesting on taxes in Manhattan, NY?
RSU vesting in Manhattan, NY is reported as ordinary income on Form W-2 when shares vest. We help calculate the taxable amount based on the fair market value at vesting. The shares become your cost basis for future sales, and we prepare Form 3921 to document the vesting event.
What forms do you prepare for stock options in Manhattan, NY?
For stock options in Manhattan, NY, we prepare Form 3922 for incentive stock options and Form 1099-B for sales of acquired shares. We calculate alternative minimum tax if applicable and ensure proper reporting of bargain element or sale proceeds. We track cost basis for tax purposes.
How do you handle ESPP tax reporting in Manhattan, NY?
Employee stock purchase plans in Manhattan, NY involve reporting the discount as ordinary income on Form W-2. We calculate the bargain element, prepare Form 3922 if required, and track the cost basis for future sales. We ensure compliance with both federal and New York State tax requirements.
What if I sell company stock in Manhattan, NY?
When selling company stock in Manhattan, NY, we report the transaction on Form 1099-B and Schedule D. We calculate capital gains or losses based on your adjusted cost basis, considering vesting events and prior transactions. We handle both short-term and long-term capital gains treatment.
Can you help with private company equity in Manhattan, NY?
Yes, we handle private company equity in Manhattan, NY including restricted stock, options, and RSUs from startups and private firms. We work with 83(b) elections, track valuations, and prepare appropriate tax reporting. We coordinate with company valuations and legal documents.
How do you track cost basis for equity compensation in Manhattan, NY?
We maintain detailed cost basis records in Manhattan, NY for all equity transactions, including vesting dates, grant prices, and adjustment events. We use Forms 1099-B and brokerage statements to track basis, and we prepare year-end summaries showing adjusted basis for tax purposes.
Related Services
Explore additional tax services that complement your Manhattan tax preparation needs.
Ready to get started with Equity Compensation and RSU Tax?
Contact our Manhattan-based CPAs for professional equity compensation and rsu tax services. We understand your specific tax situation and can help you navigate complex requirements with confidence.