Instrument Tax – Maximize The Value Of Your Equity

Exclusive Focus On Tax Strategy For Individuals With Equity Compensation

Trusted By Individual Employees

WHY CHOOSE US?

Equity Magnifies The Importance Of Tax Planning

Our tax services help maximize the value of your equity. We also prepare your individual income tax return, and can collaborate with your financial team or private bank.

1.8

Unicorn company equity grants per client

70%

Clients whose company went public in the last 6 years, or whose public company went private

84%

Clients whose company experienced a tender offer or major private markets secondary sale event in the last 6 years

1,838

Rows if our proprietary income tax model were exported to Excel

What we do

Combining Proprietary Tax Models & Technology

Our systems and high-touch service model create actionable and strategic tax advice

IPO

Your company plans to go public soon, or recently did.

Tender offer or private market secondary sale

A liquidity event that lets you sell equity.

Leaving a company with unexercised equity

Understand the tax costs and model future exits.

Highly compensated at an established public company

Uncover new planning opportunities, and leverage our precision and clarity.

"Any one may so arrange his affairs that his taxes shall be as low as possible; he is not bound to choose that pattern which will best pay the Treasury."

- The esteemed Judge Learned Hand, in Gregory v. Helvering

The Strategy

We Concentrate On Your Single-Stock Position

Instrument Tax uses a three-step process to help clients extract the most value from their equity.

Step One

Discovery

We start by collecting information about your equity grants, and perform a multi-year analysis to highlight the after-tax value of your holdings. This helps us identify potential tax planning opportunities..

Step Two

Clarity

We distill the tax side, so that you are positioned to take action. We regularly join calls with private banks and financial advisors to unlock value. If you have a financial team, we are always willing to join your call or weigh in over email to answer tax questions and make proactive tax suggestions.

Step Three

Support

After changes happen, we are here to help. We project your taxes with precision so that you can plan investments with your financial team. Your annual income tax returns are prepared meticulously. Our clients are offered an option where we contact the IRS on your behalf if you receive a tax notice.

your questions, answered

A Tax Boutique For Individuals With Equity Compensation From Leading Companies

What Services Does Instrument Tax Offer?

Instrument Tax LLLP offers income tax planning and income tax preparation services for individuals.

We help clients with equity grants issued from United States C Corporations. We focus on clarifying high-impact income tax strategies.

We work only with individuals, and do not perform audits, do not work with funds, and do not work with companies.

What Makes Your Firm Different?

Trust. We selectively initiate new relationships with clients. New clients are referred from satisfied existing clients. And from financial advisors, private banks, funds, or law firms our clients work with in complementary but distinct capacities.

Focus. We serve a niche client base who needs high-impact solutions. We work exclusively for individuals with equity compensation.

Service. Our work product exceeds expectations, and creates long-term relationships. We have proven systems to reduce complexity and help you understand opaque tax concepts.

What Is Your Fee Structure, And Are You Affiliated with a Financial Advisor?

We use flat fees. Flat fees increase transparency, and encourage clients to share updates. Questions and calls are included in the flat fee. For clients with circumstances that require more than the stated number of work product deliverables in our engagement letter, we offer supplemental billing at $300 per hour. Individual clients hire us and pay invoices; we do not work for financial advisors, insurance firms, or banks.

We are not affiliated with any financial advisors, insurance firms, or banks. Our clients range from those who self-allocate their investments into ETFs to those with extensive assets under management at a single private bank. Our approach is to provide tax clarity. The tax planning and tax preparation services we offer can nicely complement the services your external financial team provides.

Additionally, while employees at leading companies trust us to provide income tax services, we are not formally endorsed by any companies.

How Do You Ensure The Security Of Sensitive Information?

We use systems and processes designed to protect sensitive tax information. This includes a secure client portal, which is managed by a leading SAAS company for tax professionals. Also, we use an established service to encrypt sensitive information sent via email, for situations where clients have authorized us to collaboratively share work product with external advisors. Finally, to demonstrate our commitment to security and privacy in the performance of income tax services, we are pursuing SOC 2.

What Services Does Instrument Tax Not Offer?

We do not work for companies or funds, as our clients are individuals only.

Our clients are individuals, who may in their day jobs be working with their company or fund on M&A or entity structuring, but we do not work for companies or funds, and do not represent our clients in that capacity.

We do not provide investment advice, and are NOT brokers or fiduciaries. We provide income tax planning and tax preparation services for individuals.

We do not perform audits.

We do not prepare income tax returns for entities, do NOT prepare state-specific annual entity reports, and do NOT prepare filings under the Corporate Transparency Act.

We do not provide legal advice (even though one of our partners has a law degree, but is NOT practicing in connection with Instrument Tax LLLP).

We do not form companies or advise entities on M&A.

We do not draft estate planning documents or provide asset protection advice.

We do not propose asset allocations in connection with the termination of a marriage.

We do not manage call option or put option positions - that is the province of financial advisors.

We do not advise on the legal permissibility of transferring equity or rights incidental to equity to complete or effectuate ANY type of transaction. Clients are advised to work with independent attorneys on these and other potential restrictions on transfer arising from or relating to the following partial but non-exclusive contexts: contract law, corporate law, federal securities law, state securities law, shareholders' rights agreements, equity plan governance documents, equity plan grant documents, and estate planning structures.

We do not provide legal advice in connection with changing a state domicile, but CAN provide tax calculations where a domicile as of a certain date is pre-supposed.

We do not have formal affiliations with any bank, investment, financial planning, or insurance firm. Our clients work with a variety of external advisors, and we are entirely independent.

We do not provide international tax advice, and assume a continuous and permanent intention to reside in the United States.

We are not CPAs. Our partners' tax credentials are IRS Enrolled Agent, which is a tax certification that, together with the CPA or attorney credential, permits practice before the IRS to the extent of Circular 230.

Our team

The Advisors Behind Instrument Tax

Jack Meccia

Managing Director

Jack focuses exclusively on asymmetric tax value for those with lucrative equity awards.

Jack has been a thought leader in the space of tax planning for equity compensation. During Snapchat’s IPO in 2017, Jack was quoted on tax strategy by the Los Angeles Times. When the Tax Cuts and Jobs Act was passed, the San Francisco Chronicle quoted Jack on changes to the Alternative Minimum Tax. When Carta began posting educational content in 2020, Jack was the first tax advisor to be featured in a post about the tax implications of compensatory stock options.

In the nascent years of generative AI, Jack in 2020-2021 served on the product advisory board of a company that applies AI and machine learning to tax law, and prompted it to develop a module on Qualified Small Business Stock.

Jack earned his undergraduate degree in philosophy from The College of New Jersey, and his JD from Arizona State University College of Law (but is not currently practicing law in connection with Instrument). Jack is admitted to practice before the Internal Revenue Service, and provides tax services to the extent of Circular 230 and the regulations thereunder. Jack lives in Florida with his wife.

Joe Meccia

Managing Director

Joe helps high net worth taxpayers and their advisors navigate tax considerations related to equity compensation. Anticipating the capital markets shift that saw widespread IPOs by technology companies at the end of 2020, Joe developed proprietary tax modeling capabilities to guide seven and eight-figure tax decisions.

Joe empowers clients to make great tax decisions when inflection points arise. He has significant experience valuing early and venture-stage companies, and previously worked in valuation and transaction advisory roles at KPMG and Blackstone Credit.

Joe earned his degree in finance from The College of New Jersey. He is admitted to practice before the Internal Revenue Service, and provides tax services to the extent of Circular 230 and the regulations thereunder. Joe lives in Florida with his wife and daughter.

Location
n!

6151 Lake Osprey Drive, Suite 326

Sarasota, Florida 34240

Contact
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Email: Info@InstrumentTax.com

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Disclaimer: Clients sign an Agreement for Services, which outlines terms and conditions. Prospective clients review an Agreement for Services, which contains information about scope of services performed, fulfillment, and refunds and cancellation policies. Prospective clients may ask questions, or decline to sign. Only after signing and agreeing to the terms and conditions in an Agreement for Services does a prospective client become a client.