Stock Plan Solutions/Green Zapato
Financial Services • 
444 N Wells St, Suite 203, United States • 11-20 Employees
Company overview
| Headquarters | 444 N Wells St, Suite 203, Chicago, Illinois 60654, US |
| Phone number | +18883753049 |
| Websites | |
| NAICS | 52 |
| SIC | 722 |
| Keywords | Aca Reporting, Stock Plan Administration, 6039 Reporting, Tax Reporting Services |
| Founded | 2001 |
| Employees | 11-20 |
| Socials |
Key Contacts at Stock Plan Solutions/Green Zapato
Rick Zatz
Co-Founder And Principal
John Gaspar
Director Of Business Development - Shareworks
Jordan Edgel
Director
Kathryn Weber
Director Of Client Support, Tax Form Reporting
Stock Plan Solutions/Green Zapato Email Formats
Stock Plan Solutions/Green Zapato uses 3 email formats. The most common is {first initial}{last name} (e.g., jdoe@spsgz.com), used 42.9% of the time.
| Format | Example | Percentage |
|---|---|---|
{first initial}{last name} | jdoe@spsgz.com | 42.9% |
{first name} | john@spsgz.com | 28.6% |
{first name}{last name} | johndoe@spsgz.com | 28.6% |
About Stock Plan Solutions/Green Zapato
Stock Plan Solutions/Green Zapato LLC (SPS/GZ) was founded in 2001 by Mary Pat Wood, CPA, CEP and Rick Zatz, CEP. SPS/GZ was formed as a collaborative joint venture from two existing consulting firms (Stock Plan Solutions and Green Zapato Consulting). Both firms have handled stock plan administration consulting projects. However, SPS was focused more on administrative matters while GZC concentrated its efforts primarily in accounting, taxation, financial reporting and regulatory-related issues for equity compensation plans. In 2010, the IRS adopted regulations pursuant to Section 6039 of the Internal Revenue Code, requiring companies to provide stock plan participants with Form 3921 for all Incentive Stock Option (ISO) exercises and Form 3922 upon first transfer of legal title of shares acquired in conjunction with a qualified Employee Stock Purchase Plan (ESPP). SPS/GZ’s stock plan outsourcing clients began inquiring about services for these new tax forms. SPS/GZ wanted to provide a complete solution to their clients and other companies needing this service. SPS/GZ decided to invest in building a highly secure portal that easily allows exchange of confidential information and feeds into a software program capable of performing data audits and producing forms in an IRS acceptable format. Pairing this technology with an interactive client corrections portal and online data archiving resulted in the most robust platform in the industry. Additionally, SPS/GZ sought out subject matter experts to ensure compliant procedures and sound internal control policies. This successful venture resulted in many clients requesting additional tax form reporting services from SPS/GZ, including 1099 forms and eventually the forms required under the Affordable Care Act. SPS/GZ proudly provides tax form reporting services to hundreds of satisfied clients and entities throughout the United States.
Stock Plan Solutions/Green Zapato revenue & valuation
| Annual revenue | $1,112,215 |
| Revenue per employee | $86,000 |
| Estimated valuation?This valuation is estimated based on industry average for the Financial Services industry and current estimated revenues | $3,600,000 |
| Total funding | No funding |
Employees by Management Level
Total employees: 11-20
Seniority
Employees
Employees by Department
Stock Plan Solutions/Green Zapato has 6 employees across 5 departments.
Departments
Number of employees
Funding Data
Stock Plan Solutions/Green Zapato has never raised funding before.
Stock Plan Solutions/Green Zapato Tech Stack
Discover the technologies and tools that power Stock Plan Solutions/Green Zapato's digital infrastructure, from frameworks to analytics platforms.
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Australia
Japan
Frequently asked questions
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