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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 Polar window while this page stays open.

Starter

RSU tax simulation and reminders

$8.25/mo

Billed annually as $99/year. 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

Most useful

$20.75/mo

Billed annually as $249/year. 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

$49.92/mo

Billed annually as $599/year. Prices in USD.

AI tax-planning Q&A
Expanded scenario library
CPA referral handoff packet
Priority support review