Keep More of What You Earned

Tech employees with equity lose thousands every year to CPAs who don't specialize in equity compensation. We only work with equity—RSUs, ESPPs, ISOs, and we get it right.

Trusted by engineers and PMs at

Why Vested Tax exists

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. You shouldn’t have to learn about equity taxes through an expensive mistake. Get clarity before your next vest, sale, or exercise.

SERVICES

How we protect your Equity

TESTIMONIALS

What our clients are saying:
insights from those we've served

What our clients are saying: insights from those we've served

  • I had no idea my ESPP cost basis was being reported incorrectly until Vested walked me through it. They amended my past returns and helped me recover $13,000 in overpaid taxes.

    Arun

    Product Manager

  • My 1099 had a lot of wash sales that were incorrectly reported. Vested Tax cleaned everything up and made sure everything was filed correctly. Huge relief.

    Jennie

    Software Engineer

  • I was completely overwhelmed by the tax hit from exercising my ISOs. Vested walked me through AMT planning and gave me a clear strategy so I didn’t get blindsided. Having a CPA who actually understands equity comp made all the difference.

    Scott

    Software Engineer

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

Equity Tax Consultation

$295

30 minutes

Review of one defined issue

Personalized guidance

Clear next steps

Written summary after the call

GET STARTED

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