Solution introduction
From Position to Presentation in Minutes
Three steps to CPA-grade equity comp analysis. No spreadsheet gymnastics required
Model any equity position
ISOs, NSOs, RSUs, ESPPs, 83(b) elections. Set up holdings across multiple companies and vest schedules. Upload via PDF, Excel, or enter manually.
Analyze complex scenarios instantly
Ask nuanced equity comp questions: optimal exercise timing, AMT exposure across multiple grants, withholding strategies. Get detailed, CPA-grade analysis grounded in tax code. Not a chatbot. A deterministic engine.
Present with confidence
Generate client-ready reports backed by a full audit trail. Every recommendation is deterministic, grounded in tax code, not guesswork.
