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I will prepare 409a valuation, company valuation, and cap table financial model
US Corporate Tax Filing and Schedule Compliance Specialist
US Corporate Tax Specialist | Form 1120, 1120-S, 5472 & Schedules
Navigating corporate tax obligations for C-Corporations, S-Corporations, and foreign-owned US entities requires zero-error precision,...
Informazioni su questo servizio
Are you issuing stock options, RSUs, or equity compensation to employees, advisors, or contractors in your company?
Under Internal Revenue Code (IRC) Section 409A, issuing common stock options below Fair Market Value (FMV) triggers severe IRS penalties: immediate tax inclusion, a 20% federal penalty tax, and compounding interest for option holders. Establishing an independent, audit-defensible 409A valuation grants your board of directors an official IRS Safe Harbor presumption.
I provide Big-4 caliber, AICPA-compliant 409A business valuation reports tailored for startups, growth-stage entities, and foreign-owned US corporations.
What You Receive:
- Signed, Qualified 409A Valuation Report meeting USPAP & AICPA standards
- Capital Structure & Option Waterfall Model (Excel / Cap Table breakdown)
- Board of Directors Consent & Resolution Drafts to formally adopt option exercise prices - IRS Safe Harbor Documentation Package to defend your strike price in future audits
Please Note: A 409A valuation is valid for up to 12 months or until a material liquidity/funding event occurs.
FAQ
What is IRC Section 409A and why is a valuation required?
IRC Section 409A regulates nonqualified deferred compensation. To issue stock options legally without tax penalties, the exercise (strike) price must equal or exceed the Fair Market Value (FMV) of common stock on the grant date.
When does a company need to update its 409A valuation?
A 409A valuation is valid for 12 months from its effective date. However, you must update it immediately if a material event occurs—such as closing a new priced funding round (Seed, Series A/B), an M&A agreement, or a significant change in business model/projections.
What information do I need to provide for a 409A valuation?
A 409A valuation is valid for 12 months from its effective date. However, you must update it immediately if a material event occurs—such as closing a new priced funding round (Seed, Series A/B), an M&A agreement, or a significant change in business model/projections.
