Know what you'll owe before the IRS tells you
The calculator is free. Upgrade when you need the exact amount to pay each quarter, the full breakdown, and the planning tools.
Launch pricing ends January 31, 2027 (124 days left). Buy before then to lock in these prices. The annual plan keeps renewing at the launch price; the Advisor launch price covers the first 6 months.
Free
$0always
Estimate your taxes and see what your equity costs you.
- Federal, state and city tax estimate
- Tax from your equity and stock sales
- Countdown to your next quarterly deadline
- Guides, glossary and IPO tracker
Single report
$9.99$19one-time
+ $0.61 card processing fee at checkout
Launch price, limited time
One PDF of a single scenario, kept in your account.
- Everything in Free
- PDF with your quarterly payment plan
- Share it with your CPA or partner
Tax year pass
$29$79one-time
+ $1.18 card processing fee at checkout
Launch price, limited time
Everything in Premium through April 15, 2027. Unlimited scenarios and reports. Bought a single report in the last 30 days? Its price comes off.
- Everything in Free
- Exact amount to pay each quarter
- Full line-by-line tax breakdown
- All planning tools and unlimited PDFs
- Save and share scenarios
Premium annual
$49$129per year
+ $1.78 card processing fee at checkout
Launch price, limited time
Everything in the tax year pass, renewed every year with the new tax tables.
- Everything in the tax year pass
- Pre-IPO portfolio tracker
- Secondary-market price estimates
- Launch price locked in while subscribed
- Cancel anytime
For professionals
Advisor
For CPAs, financial planners and wealth advisors who run scenarios for clients. Cancel anytime.
$125$200per month, first 6 months
$25/mo base (your seat included) + 1 × $100 per additional seat
Per-seat price drops at 6 seats
| Seats 1–5 | $100 | $150 |
| Seats 6–15 | $83 | $125 |
Each band is priced separately, so adding a seat never lowers your bill. Standard base fee: $50.
Your own seat counts as one. You can give the others to colleagues from your Account page. Need more than 15 seats? Contact us for a quote.
+ $4.05 card processing fee per month at checkout
The launch price covers your first 6 months. After that, Advisor continues at the standard base and seat prices.
- Everything in Premium annual, including the portfolio tracker
- Licensed for use with your clients (other plans are for personal use)
- Save a separate scenario for each client, and share read-only links with them
- Unlimited client-ready PDF reports with the quarterly payment plan
- Unlimited assistant questions
- Per-seat pricing: $100/seat for 1–5, $83/seat for 6–15 — your first seat is included in the base fee
- Billed monthly, cancel anytime
For employers
Give every employee their own tax answer before an IPO, tender or acquisition
A calculator in your company's branding, per event from $7,500 for up to 100 employees. Year-round access from $4 per employee per month.
Secure checkout through Base44 Payments. The card processing fee is shown before you pay.
Compare plans
What each plan unlocks
| Feature | Free$0 always | Single report$9.99 one-time | Tax year pass$29 one-time | Premium annual$49 per year |
|---|---|---|---|---|
| Your estimate | ||||
| Federal, state and city tax estimate | ||||
| Extra tax from your equity and stock sales | ||||
| Countdown to your next quarterly deadline | ||||
| Paying the right amount | ||||
| How much to pay each quarter, and the penalty if you skip | In the PDF | |||
| Will I owe or get a refund, per agency | ||||
| Line-by-line breakdown to check the math | ||||
| Planning tools | ||||
| How many ISOs to buy before AMT | ||||
| Buy options now or wait | ||||
| Leaving your job: option deadline and cost | ||||
| Tender offer: sell now or hold | ||||
| Tax on your future RSU vests | ||||
| Keep and share | ||||
| PDF tax reports | One | Unlimited | Unlimited | |
| Save scenarios to your account | ||||
| Read-only share links | ||||
| Assistant questions | Daily limit | Daily limit | Unlimited | Unlimited |
| Pre-IPO portfolio tracker | ||||
Questions