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The Stock Option Tax Calculator shows the costs to exercise your stock options, including taxes, based on your company's current valuation.
Taxes can be the most expensive part of exercising your stock options — and the most unexpected. We'll break your exercise costs down to show you how it's determined, and how the cost can change if you wait to exercise.
Incentive Stock Options (ISOs), Non-statutory Stock Options (NSOs), a variety of vesting schedules... our calculator is designed to handle most equity situations seamlessly.
Get a thorough breakdown of both federal and state tax implications, including the Alternative Minimum Tax (AMT).
Easily import your equity data from Carta or upload your grant/tax documents and we'll automatically extract the key details for you. It only takes a few clicks, and ensures that your information is up-to-date and reflected in your calculations.
Exercising stock options can be one of the biggest financial costs you'll ever face. It’s a big decision and we’re here to help - from equity planning to stock option financing.
Learn more about financing
Tap into the value of your shares without selling or get an advance to exercise.
Explore Financing