Learn about your equity and save tens of thousands of dollars
Equity Simplified exists because most people, myself included, only learned about AMT after it was too late. This information should be made available to all without the typical CPA $300/hr fee.
Why this site exists
When employees at technology companies receive equity — stock options, RSUs, or restricted stock — they typically receive very little guidance on the tax implications. Brokerage platforms are built to execute trades, not explain tax consequences. The IRS publications are accurate but hard to decipher. And a CPA who specializes in equity compensation isn't cheap.
The result is that employees make consequential decisions — when to exercise options, how much to set aside from RSU vesting, whether to hold or sell — without a clear picture of the tax outcome. Sometimes this leads to missed opportunities. Sometimes it leads to surprise tax bills.
Equity Simplified is an attempt to close that gap. The calculators here do exactly what a tax professional would do for you: apply the current tax law to your specific situation and show you the math.
What we're not
This is not a tax advisory service. We don't provide personalized financial or tax advice, and nothing on this site should be taken as such. For complex situations — large ISO exercise events, qualified small business stock (QSBS) positions, state tax questions beyond what our calculator covers — please consult a CPA or tax attorney who specializes in equity compensation.
We're also not a financial advisor, and we don't recommend specific strategies. The calculators show you the numbers; the decisions are yours.
Found an error?
Tax law is complex and our implementations may have errors. If you find a case where our numbers diverge from what a professional or the IRS produces, please let us know. We take accuracy seriously and will investigate and correct any verified issues promptly.