Keep More of What You Earned
Tech employees with equity lose thousands every year to CPAs who don't specialize in compensation. We only work with equity—RSUs, ESPPs, ISOs, and we get it right.
Trusted by engineers and PMs at
ABOUT US
The Blind Spot That Costs Engineers $15,000
You'd never ship code you didn't understand. But every April, thousands of tech employees file returns built on guesswork—trusting CPAs who treat RSUs like a bonus and have never heard of a disqualifying disposition.
The IRS doesn't care that your accountant was out of their depth. You pay the difference.
Vested Tax exists because equity compensation isn't a line item—it's a system. RSU tax withholding that falls short. ESPP sales that cost you the discount. ISO exercises that trigger AMT. 83(b) elections filed late—or not at all. Each decision connects to the next, and mistakes compound.
We work exclusively with tech employees navigating equity. No small business clients. No rental portfolios. No "we also do bookkeeping." This is all we do—which is why we catch what generalist CPAs miss.
A few clients come to us before their first vest. Most come after a $10,000 lesson.
SERVICES
How we protect your Equity
TESTIMONIALS
PRICING
Transparent, flat-fee pricing — no surprises, no hidden add-ons.
Tax Prep & Filing
$895
Includes most common situations
Federal + State filing
Equity Comp (RSU, ESPP, ISO)
Crypto (up to 100 transactions)
Standard or itemized deduction
Common credits included
E-filing
Tax Strategy & Filing
$1795
Year-round tax planning
Everything in Tax Prep & Filing
AMT & ISO strategy modeling
83(b) election guidance
RSU & ESPP cost-basis tracking
Quarterly planning sessions
IRS notice management
One-time consultation
$295
30 minutes
Ask questions about your Equity
Personalized guidance
Clear next steps, no jargon
Summary email after the call
CONTACT US
