Legal

Refund Policy

Last updated: March 2026

Equity Simplified Premium is a digital subscription service. Due to the nature of digital products, all sales are generally final and non-refundable. Please read this policy carefully before purchasing.

Subscription Overview

Equity Simplified Premium is billed as an annual subscription at $99/year. Upon successful payment, you receive access to all premium features including the ISO Planner, RSU Calculator, and premium AMT Calculator modes.

Because access to premium features is granted upon purchase, we do not offer refunds simply because you changed your mind or no longer wish to use the service.


No Refund Policy

We do not provide refunds or credits for:


Exceptions We May Consider

We will review refund requests on a case-by-case basis in the following limited circumstances:

Approved refunds are issued to the original payment method, less the fees we incurred processing your original transaction, and may take 5–10 business days to appear depending on your bank or card issuer.


Cancellations

You may cancel your subscription at any time through your account page. Upon cancellation, your premium access will remain active through the end of your current billing period. We do not provide prorated refunds for the unused portion of a subscription period.

To cancel, go to My Account → Manage billing & cancel.


How to Request a Refund

If you believe your situation qualifies for a refund under the exceptions listed above, please contact us through our contact form with the following information:

We aim to respond to all refund requests ASAP


Contact Us

If you have questions about this policy, please reach out via our contact form or email us at questions@equitysimplified.com.