Free tools
Free equity-tax tools
Quick, no-signup tools for the equity-comp tax questions that catch people off guard — one answer at a time. Each links to the full calculator when you're ready to plan the whole year.
RSU Withholding Shortfall
See whether your employer’s flat RSU withholding leaves a gap you’ll owe at filing.
AMT-Free ISO Exercise Limit
Find how many ISOs you can exercise and hold this year before AMT kicks in.
Double-Trigger RSU Tax
Estimate the tax on private-company RSUs that vest on a liquidity event.
ESPP Tax Estimator
Estimate the ordinary-income and capital-gains impact of selling your ESPP shares.
83(b) Election Decision
Weigh filing an 83(b) election against waiting, before the 30-day window closes.
QSBS Exclusion Check
Check whether your founder/early-employee shares may qualify for the QSBS gain exclusion.
NSO Exercise Tax
Estimate the ordinary-income tax due when you exercise non-qualified stock options.
Prefer the full calculators?
The free tools answer one question fast. The full calculators model your whole year — vest-by-vest, scenario-by-scenario:
- RSU Tax Calculator
- ISO AMT Calculator
- 83(b) Election Guide
- Multi-Year Exercise Planner
- IPO Lock-Up Planner
- Read the equity-tax blog
Estimate only — not financial or tax advice. Consult a qualified CPA.