Services

Innovative Tax Planning

Who We Can Best Serve

As an early employee or executive of a consumer or enterprise technology company, you are part of the group we are excited about serving – an enabler focused on shaping the direction of modern life.

Tailored Tax Strategy

As your company is creating value, two themes emerge that have a significant impact on your taxes and require a tailored tax strategy:

  • A large percentage of your wealth is tied up in a single or few companies
  • The value of your equity can rapidly move from non-existent to extremely valuable

Technology Focused

Conventional strategies are ill-suited for helping you capture tax upside from a concentrated stock position.  These situations present both a unique challenge and an important inflection point.  This is why Allegoriq focuses exclusively on innovative tax planning for early employees and executives with significant equity grants.  

Innovative Stock Options Tax Planning

Income Tax Planning

Multi-year
Exit Forecasting

Diversification & Exit Timelines

AMT Credit Recovery

Individual Income Tax Preparation

Key Inflection Points:

We often begin working with clients before an inflection point.

Key Inflection Points: an image of a key with inflection points that reads “secondary sale,” “tender offer,” “potential acquisition,” “S-1 filling” and “Significant 409A valuation increase.”

We are focused on helping you execute and plan impactful tax strategies, which means being focused and opportunistic on short-term changes, but with an eye to how that impacts the long-term strategy.

Key Inflection Points:

We often begin working with clients before an inflection point.

Key Inflection Points: an image of a key with inflection points that reads “secondary sale,” “tender offer,” “potential acquisition,” “S-1 filling” and “Significant 409A valuation increase.”

We are focused on helping you execute and plan impactful tax strategies, which means being focused and opportunistic on short-term changes, but with an eye to how that impacts the long-term strategy.

Partner with Us to Get More From Your Equity

Get Started Today

Advising Our Clients Within Each Stage

Private Company Lifecycle

Your company is a few years away from an IPO or acquisition.  The company has reached significant milestones and there is a high probability that your equity will be valuable.  You will want to stay ahead of the curve with tax planning.

Lockup Period

Your company has begun trading publicly.  There will be an interval of one to six months before you can sell, and important sequencing decisions need to be made while your company is in the SEC lockup period.  

Allegoriq Incentive Stock Options (ISO) tax planning Services graphics

Early Employee or Executive

You are focused on building an impactful business and planning for success. Your company is about to reach an inflection point. Ensure that your individual tax strategy matches your belief in the success of your company.

Pre-IPO

Your company has filed an S-1, or imminently plans to do so.  This is an important time to prepare your finances for significant changes ahead relating to your equity holdings. 

Public with Outstanding Equity

Your company is public and the complexity transcends RSU’s and ESPPs.  There are significant decisions to be made with regard to timing of exercise and sale of the equity.  

What Sets Allegoriq Apart

Strategic

We use strategic tax planning to extract the most value from your equity compensation awards. For your pending transaction, secondary sale, or IPO with a sensitive deadline, you need a forward-looking tax strategy. We’re focused on helping you prepare for these pivotal moments.

Tech-Focused

Given our focus on equity compensation, a majority of our clients work in tech. We specialize in advising early employees and executives in this industry with equity awards, using a suite of secure, tech-forward platforms to create a seamless and intuitive client experience. 

Transparent

Honesty and transparency ensure that we act in the best interests of our clients.  We do not receive placement fees and we propose solutions that are truly the best fit for you.  The structure of our advisory relationship ensures that our incentives are directly aligned with yours.

Trusted

Many clients are referred to us by other clients and advisors who value our relationship. Jack Meccia, Managing Director, has been quoted on tax issues for equity compensation in  the LA Times, Fortune, US News, Business Insider, and Venture Beat.