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
Checkout
Choose the equity tax planning tier
Pro annual is selected by default because it includes ISO AMT, ESPP, tax lots, and strategy reports for the planning situations that usually need the most care.
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.
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