15-Minute Discovery Call Intake

What is happening with your equity?

Estimates are fine. We are looking for timing and complexity, not exact tax calculations.

1 · Your equity

Tell us what you hold.

Your role *

Company

2 · Event and timing

What decision is coming up?

Primary event or decision *

Expected timing *

3 · Income and value

Give us the approximate scale.

Estimated total household income for the current tax year *

Include salary, bonus, taxable equity compensation expected on this year's W-2 (such as RSU income and NSO exercise income), expected capital gains, and other income. Do not include the total value of unsold shares.

Approximate total taxable household income for the prior tax year *

Use your most recently filed tax return or your best estimate. Apply the same income definition as the current-year question.

Approximate equity value involved *

4 · State tax context

California connection

Were any of these shares earned while you worked in California? *

Help us make the first 15 minutes count.

Tell us what you hold.

What decision is coming up?

Give us the approximate scale.

California connection