Employee Equity Compensation Services
Equity compensation services are a great way to attract, retain, and reward top talent. But it is equally important to set up and manage it correctly. We at S&A Accountancy, help business owners navigate the tax and legal and financial side of it. Because it should work in favor of both you and your team. You could be thinking of offering stocks or building out a full employee equity program, we help you through it all.
Our Role in Your Equity Strategy
Equity compensation is not a one-size-fits-all. We customize our approach based on your goals and your business model. Here is how we help you:
Plan Structure & Tax Guidance: From ISOs to RSUs to profit interest, we’ll walk you through the best options for your business. We break down the tax implications for both the company and your employees—so everyone makes smarter choices.
Valuation & 409A Compliance: Equity plans require accurate, defensible valuations. We work with valuation experts to ensure you stay compliant with IRS regulations, avoiding unnecessary scrutiny or penalties.
Cap Table Management: As your business grows, so should your capitalization table. We help you maintain a clean, updated cap table that reflects changes in ownership and is investor-ready at all times.
Employee Education and Support: Equity is only valuable if your team understands it. We provide clear, one-on-one guidance to help employees understand what they’re getting. Along with what it means for their financial future.
Ongoing Reporting & Compliance: We ensure that all required filings, disclosures, and tax documents are handled on time. Our commitment is to give you peace of mind that everything’s above board.
Why Work With S&A Accountancy?
We don’t just hand over a spreadsheet. We are handing over trust. And here’s why founders and CFOs choose to partner with us:
We Understand Both Startup and Tax: We understand how startups work, and how equity fits into the bigger picture. Along with that, we also have a deep understanding of the IRS guidelines. And our expertise can help you make better decisions, while adhering to the IRS.
We Think Long-Term: We don’t just structure equity plans, we also think about how they’ll scale. We make sure that it evolves over time and impacts future funding rounds or exits.
We Make It Easy to Understand: We make sure that you don’t come across any jargon. And there is no back-and-forth. All you get is clear advice and support whenever you need it.
We’re Detail Oriented: Equity is a space where small errors lead to big problems. We double-check everything, right from plan terms to tax filings.
Let Us Represent You
Once you partner up with us, we help you turn your equity compensation into a true asset. Let's talk about where you’re at and how we can help you grow and retain your team, without tax trouble down the line. Schedule a confidential consultation with S&A Accountancy today.