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Professional-Grade Tax Planning Tools

Don't Let Your Equity Become a $50K Tax Trap

One wrong move can cost you $50K+. Get the exact numbers before you decide.

30-day money-back guarantee
IRS-based methodology
Built by engineers, for engineers

Free to start • From $49/month • 30-day money-back guarantee

Equity Tax Gap Analysis

Employer Withholds

Federal

$22,000

State

$10,400

Total Withheld

$32,400

You Actually Owe

Federal

$31,800

State

$15,400

Total Owed

$47,200

Hidden tax gap: $14,800 underpaid

$40K+
Avg. tax savings
60 sec
Time to calculate
5
Calculators included

Built for equity holders at

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    Every connection encrypted end to end.

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    We never see or store your card details.

  • 30-day money-back

    Full refund, no questions asked.

Every number is sourced

  • Cited to IRS & state DOR

    Every figure traces to an official table.

  • We never sell your data

    No account needed to calculate.

You Shouldn't Need a $1,500 CPA to Understand Your Equity

The same IRS Form 6251 calculations your accountant runs—in 60 seconds, not 3 weeks. All 5 calculators. One subscription.

How It Works

1

Choose your situation (ISO, RSU, 83(b), Multi-Year, IPO)

2

Enter your equity details (5 simple fields)

3

Get instant, detailed results you can share with your CPA

60sec

60-Second Results

2-3 weeks waiting for CPA

Instant calculations

Save weeks of waiting

IRS

IRS-Based Accuracy

Guessing or spreadsheet errors

Professional-grade calculations

Avoid costly mistakes

$$

From $49/month

$1,500-$3,000 CPA consultation

All 5 calculators included

Save $1,450+

Stop Guessing. The Stakes Are Too High.

One wrong decision could cost you $40K+. Get the exact numbers in 60 seconds.

Find My Calculator

Free to start • From $49/month • 30-day money-back guarantee

Professional-Grade Tax Analysis

The same methodology your CPA uses — a fraction of the cost.

15,247

Tax Liability Analysis

Your Calculated Liability

$47,200

Federal + State combined

Already Withheld:$32,400
Gap to Cover:$14,800
Set aside $3,700/quarter for estimated taxes

Exact Tax Liability, Down to the Dollar

Federal, state, and AMT calculated line by line. Withholding gaps identified. The same analysis your CPA charges $1,500+ for — in 60 seconds.

10K$8,200VS15K$12,400

Scenario Comparison

Exercise 2025

Year 1

Total Tax:

$52,400

Split Strategy

2 Years

Total Tax:

$38,200

Wait for IPO

Year 3

Total Tax:

$67,800

Save $14,200 with split strategy vs. single year

Compare Exercise Strategies Side by Side

Exercise this year, split over two, or wait for IPO? See the tax impact of each strategy before committing a single share.

PDF

Tax Analysis Report

EquityTax Report

ISO AMT Analysis — 2025

PDF
AMT-Free Limit:15,247 shares
Total Tax (Safe):$12,400
AMT Triggered:$0
Download PDF
Share with CPA
IRS Form 6251
State Taxes
Full Breakdown
3 Scenarios

Share CPA-Ready Reports with Your Advisor

Every calculation follows IRS Form 6251 methodology. Download professional PDF reports your tax advisor can verify line by line.

Free to start — results in 60 seconds

Trusted by Tech Employees at 200+ Startups

MT

Marcus T.

Senior Engineer at Series C SaaS • ~$280k total comp

"I was about to pay my CPA $1,800 for an ISO consultation. Found EquityTax, got my answer in 3 minutes. My CPA reviewed it and confirmed it was spot-on. Saved me over $1,700 and two weeks of waiting."
JL

Jennifer L.

Engineering Manager at Pre-IPO Fintech

"I've been stressing about AMT for months. This tool told me exactly how many options I could exercise. I compared the calculation to TurboTax and this was way more accurate because it handled California state taxes and my specific deductions."
DK

David K.

Staff Engineer • ISOs worth $400k

"Used this before my December 31st deadline. It calculated I could safely exercise 18,000 options without AMT. I followed the recommendation and my actual tax bill matched the estimate within $200. Best money I spent all year."
0

Get your AMT-free limit instantly

0

CA, NY, WA, TX supported

0

Starting price, one calculation

0

Money-back guarantee

Simple, Transparent Pricing

Choose the plan that fits your needs. Both plans include full access to all calculators and our 30-day money-back guarantee.

Traditional CPA ISO Consultation: $1,500-$2,500 + 3 weeks waiting

$1,500+
CPA consultation fee
$40K+
Potential savings
30x
ROI vs CPA fee

Monthly

Flexible month-to-month

$49/month
$79/monthLaunch Pricing
  • Unlimited ISO AMT calculations
  • Unlimited RSU withholding calculations
  • Multi-year exercise planning (3-5 years)
  • 83(b) election tracking & reminders
  • Pre-filled IRS forms (W-4, 1040-ES, 83b)
  • Exit scenario modeling
  • Cancel anytime
Most Popular

Yearly

Just $12.42/month

$149/year
$250/yearLaunch Pricing
  • Unlimited ISO AMT calculations
  • Unlimited RSU withholding calculations
  • Multi-year exercise planning (3-5 years)
  • 83(b) election tracking & reminders
  • Pre-filled IRS forms (W-4, 1040-ES, 83b)
  • Exit scenario modeling
  • Save $439 vs monthly
Secure checkout All major cards Cancel anytime

30-day money-back guaranteeNo hidden feesCancel anytime

Free Download

Your 2026 Equity Tax Calendar

Every deadline, filing date, and optimization window — organized month by month and customized for your state.

  • All 4 equity types: ISOs, RSUs, 83(b), IPO lock-ups
  • State-specific tax rates and deadlines
  • Month-by-month action items
  • Fill-in worksheet for your equity details

Get your free calendar

Personalized PDF sent to your inbox in seconds.

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Frequently Asked Questions

Everything you need to know about equity compensation taxes — ISOs, RSUs, 83(b) elections, and more.

General Equity Questions

Overview of our equity compensation calculators

15,247

ISO & AMT Questions

Stock options and Alternative Minimum Tax

$$$$22%

RSU Questions

Restricted Stock Units and withholding gaps

30DAYSLEFT

83(b) Election Questions

Early exercise elections and deadlines

How It Works

What to expect when you use our calculators

Trust & Guarantees

Accuracy, security, and our satisfaction guarantee

Didn't find your answer?

The Cost of Guessing Is Too High.

One wrong move can cost you $40K+. Know your numbers before you decide.

All 5 equity calculators included
ISO AMT, RSU, 83(b), Multi-Year, IPO
Pre-filled IRS forms (W-4, 1040-ES)
60-second calculations
State tax support (CA, NY, WA, TX)
Unlimited calculations

Free to start — no credit card required • From $49/month

SSL/TLS encryption

Money-back guarantee

IRS Form 6251 methodology

Built by engineers, for engineers

30-Day Money-Back Guarantee

Access all 5 equity calculators, get detailed tax analysis, and share results with your CPA. If you're not completely satisfied, get a full refund within 30 days — no questions asked.