When this workflow applies

Use it when you are unsure whether to exercise, sell, hold, relocate, or combine RSU and option decisions in the same tax year.

Step-by-step workflow

  1. Enter grant facts, strike price, fair market value, income range, state, and target timing.
  2. Ask the AI to compare possible outcomes and list assumptions that need confirmation.
  3. Review the generated question list and scenario table with a CPA or qualified tax professional.
  4. Save the final decision and reminders so future vesting and holding-period dates stay visible.

Common risks to check

  • AI explanations can miss facts that are obvious to a tax professional.
  • Tax law, state sourcing, and company-specific documents can change the answer.
  • Software should not promise refunds, tax savings, or investment performance.

How EquityTax Pilot fits

EquityTax Pilot uses AI as a planning assistant: it structures scenarios, explains assumptions, and creates CPA handoff notes while keeping the final decision with you and your advisor.