ISO Individual Client Questions

Time permitting, please respond to the following questions. If you can get a snapshot from Carta (or equivalent equity tracker) to us, that would be great. Generally, we are curious about incentive stock options (ISOs).

Supplementary Form - ISO Individual

Primary (listed first on tax return) - General Information

General income composition?


Primary Filer - ISO Information

For your spouse or partner (if applicable) - General information

Secondary ("spouse or partner") general income composition?

Spouse or Partner - ISO Information, if applicable

Closing Questions (Thanks so much!)