How do I find a tax advisor for startup professionals?

Question

I've worked at a startup for the past 6 years. Over that time I've had multiple options grants and some have vested already. My employer recently offered a buy back for a portion of my vested options.How do I find someone for professional advice on this? Someone familiar with startup options and shares for employees. I have questions like: How do my options affect my personal tax situation? Does accepting the buy back change anything? Should I just treat the buy back like capital gain?

davismwfl · Accepted Answer

If you have an investment account with a bank call them and ask for a reference. It won't work if you just have a checking account but most places like a local Scottrade or similar can give you a referral to a proper Tax Accounting firm.Outside of that, call a few tax accountants and interview them. To be fair this isn't that rare or complex of a situation or problem and most tax accountantants will be totally fine. Just avoid places like HR block on the corner as those aren't going to be much help.