[schmichael]

I hired a certified tax professional; he had never handled ISOs before and got it wrong. I did it myself, and it wasn't really that bad. Hired a different CPA to double check it, and he said it looked fine.

That being said I still suggest to everyone who has never been through it before to get a professional involved.

[delinka]

"I hired a certified tax professional; he had never handled ISOs before and got it wrong."

OK, don't got hire just any professional. Maybe check on their experience first. ;-)

[schmichael]

Ha, yeah, now I know not all tax professionals are created equal. He of course acted like he knew how to handle it right up until the end and only let it slip once that this was the first time he'd actually handled them. His advice ended up being "they're not taxed, just ignore them until you sell the actual shares" which I knew was wrong.