Stock compensation can create withholding gaps, basis problems, alternative minimum tax issues, and reporting mismatches that are easy to miss if the preparer rarely sees equity compensation.
Ask which equity plans they handle
RSUs, incentive stock options, nonqualified options, and employee stock purchase plans have different tax rules and reporting patterns.
Ask about basis reconciliation
Broker statements may not always reflect the tax basis needed for an accurate return. Ask how the professional reconciles Forms W-2, 1099-B, and employer records.
Ask about planning before exercise or sale
Timing can affect ordinary income, capital gains, withholding, estimated payments, and in some cases AMT exposure.
Look for coordination
Large equity decisions may require coordination with a financial advisor and sometimes an attorney, especially where concentration or estate planning is involved.