See the tax. Then choose the move.
Tax planning for stock options, RSUs and ESPP.
Drop in your files and see the tax before you exercise or sell.
Free
$0
What will this cost me?
- ✓ The tax on any exercise, vest or sale, before you make it
- ✓ Your full-year tax bill, including AMT
- ✓ Reads your files in your browser
2026 Plan
$99 once
What should I do?
- + How many options to exercise this year before federal AMT applies
- + Which shares to sell for the cash you need, at the least tax
- + A saved plan to compare and hand to your CPA
Covers 2026 and 2027.
Checking checkout availability
No automatic renewal. 30-day refund. No reason needed.
An example: raising $40,000
Free shows the cost
$6,463 tax
Selling the oldest shares first, the usual default.
The plan picks the shares
$899 tax
Sell 300 from the 2025 vest, then 100 from the 2024 vest.
$5,564 less tax this year on the same $40,000.
A made-up single filer in California with a $220,000 salary and 900 ACME shares at $100.
The shares vested in 2021, 2024 and 2025. Both figures are the app's own engine output.
The shares left unsold keep their larger gain for a later sale.
Questions
- What do I upload?
Two kinds of file, dropped onto the page.
For this year's tax: a recent paystub, or last year's W-2.
For your shares: your broker's export of the stock, options or RSUs you might exercise or sell.
- Is it a subscription?
No. You pay once and it never renews.
Your purchase covers moves you make through December 31, 2027.
Your CPA export and saved plans stay yours after each year ends.
- Can I get my money back?
Yes, for 30 days, for any reason. How refunds work
- What stays free?
All of the tax math, with no time limit. The plan adds the recommendation and the saved plans.
- Where do my numbers go?
Tax math runs in your browser. Card details go to Stripe, not to us.
The privacy page lists everything that leaves your browser.
- How do I know the numbers are right?
- Does it file my return?
No. It plans a move before you make it, and the plan exports for your CPA.
Tax years after 2027 are separate purchases and may be priced differently.
A sale planned for 2027 uses 2026 tax tables until the IRS publishes the 2027 ones.
Checkout closes at 11:29 PM in your local time on December 31. Stripe keeps a checkout open for at least half an hour, so the window shuts before midnight.