Taxes on equity and option grants are complex beasts [ISO/NSO/RSU, Conversions between ISOs to NSOs, Income vs. Cap Gains, AMT, 83(b) elections, Exercised vs No

Taxes on equity and option grants are complex beasts [ISO/NSO/RSU, Conversions between ISOs to NSOs, Income vs. Cap Gains, AMT, 83(b) elections, Exercised vs Non-exercised, Vesting schedules, etc]. Unless you personally understand the nuances in everyone of these cases, you should 100% work with a tax professional (and if you do understand, you are probably a tax professional!). Here is an earlier discussion on taxes on options: https://news.ycombinator.com/item?id=10020063 https://news.ycombinator.com/item?id=10020063