RSU tax simulator
Input vesting schedules, income, sale price, and state assumptions to estimate taxes, withholding gaps, and net proceeds.
AI equity tax planning for tech workers
EquityTax Pilot
Know when to sell RSUs and when to exercise ISOs by comparing real after-tax outcomes, AMT risk, holding periods, and tax lots before the decision gets expensive.
RSU tax planning tool
ISO AMT calculator
CPA-ready reports
Live estimate
RSU sale and ISO exercise pilot
Estimated RSU after-tax proceeds
$0 Calculating withholding gap...RSU taxable income$0
Estimated tax$0
ISO bargain element$0
AMT risk bandLow
Safe ISO range: calculating...
EquityTax Pilot compares strategies for CPA review. This estimate is educational and not tax advice.
RSU vesting taxEstimate wage income, withholding gaps, and sale proceeds.
ISO AMT calculatorModel bargain element and safer exercise quantities.
Tax lot dashboardTrack basis, holding periods, and CPA handoff notes.
MVP workspace
One place for equity tax decisions that usually live in scattered spreadsheets
EquityTax Pilot focuses on the moments that create tax surprises: RSU vesting, ISO exercise timing, AMT exposure, ESPP sale treatment, and year-end planning.
ISO AMT risk
Test exercise quantities against bargain element, AMT risk bands, holding periods, and year-end income planning.
Best timing report
Compare sell now, hold, staged sale, and exercise-later strategies in a report your CPA can review.
Tax lots and dates
Track each vest, exercise, purchase, cost basis, and long-term capital gain date so tax season is not a reconstruction project.
Scenario comparison
Make the tradeoff visible before the vesting date
Plans are framed around after-tax cash, AMT exposure, concentration, and reminder dates. No unsupported tax savings promises, no investment signal language.
See optimizer workflowScenario reportPro annual
Sell RSUs at vest$37.6k netlow tax surprise
Hold 12 months$41.2k nethigher concentration
Exercise 3k ISOs$42k spreadmoderate AMT risk
Plans
Start with Pro annual selected
Annual billing is selected by default and is priced at 50% less than paying month to month. Checkout opens in a secure NOWPayments window while this page stays open.
Starter
RSU tax simulation and reminders
$99/year
Annual default. Prices in USD.
- RSU vesting tax estimator
- State-aware net-income view
- Vesting and 83(b) reminders
- Basic CPA export
Pro
ISO, AMT, ESPP, lots, and reports
$249/year
Annual default. Prices in USD.
- ISO AMT calculator and safe exercise range
- RSU sell timing comparison
- ESPP tax strategy worksheet
- Tax-lot dashboard and PDF report
Advisor
AI Q&A and CPA handoff workflow
$599/year
Annual default. Prices in USD.
- AI tax-planning Q&A
- Expanded scenario library
- CPA referral handoff packet
- Priority support review
Questions
Built for planning, not promises
Does EquityTax Pilot replace my CPA?
No. It helps organize assumptions, estimates, lots, and reports for review. Tax, legal, investment, and accounting decisions remain your responsibility and should be reviewed by qualified professionals.
Which regions are covered first?
The first planning model focuses on the United States, especially California, New York, and Washington, plus global tech workers who hold U.S.-listed RSUs.
Can I pay with crypto?
Yes. Checkout is created through NOWPayments and opens in a centered hosted payment window. The original page stays open behind the checkout.