Stock Plan Solutions

A financial advising firm serving companies with stock plan administration and tax form reporting services. Stock Plan Solutions provides full-service administration for public and private companies, including IRC 6039 reporting for Incentive Stock Options and Employee Stock Purchase Plans. Its certified professionals manage diagnostic reviews, quality control, online corrections, IRS-linked filing, and form archiving. The firm also provides ACA reporting services, accepting exports from major payroll systems and supporting corrections and amendments through its online system. Additional services include 1099 tax forms and outsourced stock plan administration. Certified Public Accountants and Certified Equity Professionals manage projects, while cloud-based technology supports secure data exchanges and client access throughout each engagement.