RSU Tax and Planning

Our Offerings

Tech Employee / Equity Compensation

Equity compensation management is complicated. When you work with the CPAs at Picnic Tax, they’ll guide you on important tax decisions related to your equity.
New job consulting
Evaluate potential tax liabilities from future equity vesting and compensation. Analyze whether an early exercise of your equity (83b election) may make sense for you.
RSU tax optimization
Understand and plan for RSU complications – vesting periods, ordinary income vs. capital gains, 83b elections, etc.
Plan for a liquidity event
Understand how the type of event (IPO, SPAC, Acquisition or Direct listing) impacts your equity. Decide whether to exercise, sell or forfeit your shares. Assess viability of a QSBS exclusion.

Plan for the future with an experienced CPA

When you’re working around the clock at a tech company, it can be easy to ignore your personal finances. But this can be costly.

When you get in contact with one of our CPAs, they’ll go over step-by-step plans to help you prepare for what lies ahead. No matter how complicated your tax situation is, we’ll make things easy for you.

Frequently Asked Questions

Picnic’s service offerings include Personal Tax Filing, Small Business Tax Filing, Tax Planning and Advice, Self-Employed Taxes and Equity Compensation Management. It’s highly likely that your situation falls into one of these categories but if you’re confused at all, feel free to contact us and we’re happy to talk you through what service might be best for you.
Picnic can handle anything from a simple W-2 with the standard deduction to very complicated tax situations. Whether you earn income in multiple states, are self-employed, have international tax items or are someone with lots of different investments, rest assured we have an accountant who can handle your situation. Our goal is to make things easy for you no matter how complicated your tax situation is.
First, you’ll tell us a little bit about your background and your unique tax situation. Based on that information, we’ll give you a price quote and assuming you want to proceed, we’ll select an accountant from our network that is the perfect fit for your needs. After we make the introduction, you’ll work with your accountant directly on our platform. If you’d like to set up a phone or Zoom call with your accountant, that’s absolutely fine as well and that can be set up directly in your Picnic dashboard.
Pricing depends on the service offering selected with Personal Tax Filings starting around $225, Small Business Tax Filings starting around $500 and Tax Planning and Advice starting around $300. Payment is collected when the job is initiated but is not released to your accountant until the work is completed to your satisfaction.