Book a free consultation with Summer Associates
Tell us about your situation and we'll show you which strategies for startup founders and early employees are worth a closer look. The first consultation is free, with no obligation.
What happens next
Start with a conversation
Call (203) 327-4311 or send us a note. Tell us what you are working on and what you want to solve.
We review the details
We look at your cap table position, option grants, R&D spending, and last return to see which strategies fit and what they could be worth.
You get a plan
We model the options on your numbers, federal and Connecticut, and set out the steps and the deadlines that apply.
Helpful to have ready for the call
- Your most recent federal and Connecticut returns
- Stock and option grant agreements, plus any 83(b) elections you filed
- Your cap table position and latest 409A value, if you have them
- R&D wages, contractor costs, and cloud costs by project, if you run the company
Our office
Summer Associates Tax Services
48 Union St, #1C, Stamford, CT 06906
Our office is in Stamford, convenient to clients throughout Fairfield County, including Greenwich, Darien, New Canaan, Norwalk, Westport, and Fairfield.
Before you send anything
Please don't email Social Security numbers, account numbers, or documents such as cap tables, option grant documents, or prior tax returns. If we need documents, we'll give you a secure way to send them. See our privacy policy.