I’m an Enrolled Agent, which is the top designation for the IRS and allows me to represent taxpayers before the agency.  I’m also the owner of Pathway Tax, which is a tax preparation and planning firm that is licensed in 50 states. 

For over 20 years, I have helped clients with stock options and restricted stock.  I’m also the author of the book, Stock Options: Negotiating Shares and Terms in Incentive and Nonqualified Plans.