Equity Plan Solutions

Welcome! At EPS, we pride ourselves in our willingness to work with our clients to understand their needs fully and to develop the best individualized solution.

We are "a different kind of consulting firm." Our goal is to demystify, simplify, and train clients to allow us manage their stock plans in the most efficient way possible.

Philosophy

Services

EPS provides the services you need to manage your Equity Plans. We believe in simple solutions for companies to streamline processes, making them repeatable and error free.

Plan Administration

EPS helps select a plan administration system that fits your needs. We provide periodic support or full-time administration.

Equity Plan Projects

We provide expert help for RFP's, Implementations, Mergers, Splits, Spin-offs, Tender Offers, and Option Exchanges.

Accounting for Equity Plans

Our accounting services include Assumptions, Valuations, Expense, Disclosures and Tax Accounting.

“We initially engaged EPS to prove our Deferred Tax Asset balance, which they did in record time. We continue to leverage their expertise for auditor questions on our stock plan system calculations, our performance options, and new system functionality. They even introduced us to new functionality in our system that reduced our need for their consulting services. They truly are a 'different kind of consulting firm'!”

Michelle Bates, CPA

Director of Tax at CorVel Corporation