Chelsea Rustek, EA

Latest Posts by Chelsea Rustek, EA

Stock Option Taxes

Do You Need a CPA for Stock Option Taxes?

This quick guide breaks down stock option taxes and shows how a CPA can help you stay organized and maximize
San Francisco tax preparation

Best San Francisco Tax Preparation Services for Tech Professionals

Partner with expert San Francisco tax preparation services specializing in the unique tax needs of tech professionals.
Find Stock Option Tax Documents

Where to Find Your Stock Option Tax Documents (2025)

Tax season is here, and if you’ve had stock options vest, exercised options, or sold shares, you’re going to need

does turbo tax work for tech professionals

Why TurboTax Doesn’t Work for Tech Professionals

Is TurboTax for tech professionals the right choice? Optimize your taxes and keep your finances on track!
QSBS Exemption Requirements: 100% Exclusion of Capital Gains

QSBS Exemption Requirements: 100% Exclusion of Capital Gains

What if I told you that you could receive $10 million dollars and not pay any taxes on it? You’d

Angel and Startup Investment Fund K1 for Investors

Angel and Startup Investment Fund K1 for Investors

In the world of startups, “angel investing” has become a pretty sexy term… for a number of reasons. One, when

QSBS Stacking, Packing, and Rollovers

QSBS Stacking, Packing, and Rollovers: Choose the right fit for you

*New enhancements for QSBS apply after July 4, 2025. Refer to How Does QSBS Work (2025 Edition) for more. If

How are Stock Appreciation Rights Taxed?

How are Stock Appreciation Rights Taxed?

Once upon a time, receiving RSUs or participating in an ESPP might’ve felt like hitting the jackpot. But in today’s

ISO Disqualifying Disposition How You Can Minimize Your Taxes

ISO Disqualifying Disposition: How You Can Minimize Your Taxes

Though you may not realize it, tech employees have wealth-building tools at their fingertips. If used strategically, these tools can