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replace your stress with peace of mind

Wooten CPA PLLC

Welcome

We provide accurate tax preparation and practical tax strategies to employees with equity compensation who want a better experience.

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Do you get RSUs, stock options, or ESPP shares from your employer?

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  • Do you want your stock sales reported without paying tax twice?

  • Do you want to know if your withholding is enough?

  • Do you want to understand how your options are taxed?

  • Do you want to know if exercising your ISOs will trigger AMT?

  • Do you want tax strategies that will withstand IRS exam?​

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If this sounds like you, then you're in the right place.

we care and we can help

Josh M.
Fullerton, CA

"I've used Wooten CPA for a number of years. They know what they are doing, are easy to work with, kept my best interests in mind, and are very dependable and efficient."

Anna T.
Saint Cloud, FL

"Wooten CPA is extremely helpful for all my tax needs. Their online portal makes everything easy and convenient. They are professional, knowledgeable, and easy to communicate with."

Kyle M.
Orlando, FL

"Brad and his team do a fantastic job. They are very communicative and make the process very easy. I would highly recommend using their services!"

How it works

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MEETING

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