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Chris Goodmacher
Uprise Best Stock Options Tax Calculator — Calc your startup stock option taxes (+state & AMT) for free
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The tax bill for your startup stock options can be shocking. ISOs in particular can trigger AMT (Alternative Minimum Tax). There's calculators out there, but all the ones we saw were out of date and/or didn't cover state taxes, so we built the one we wanted :)
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Chris Goodmacher
Hey PH fam! 👋 It’s pretty simple: we built the startup stock options tax calculator we wanted for ourselves and that we’d want our friends to use. If you’re a startup employee, a lot of your compensation is probably in the form of stock options. They’re very confusing though and the tax bill for exercising your stock options can be shocking. ISOs (Incentive Stock Options) in particular can trigger AMT (Alternative Minimum Tax). There are stock options tax calculators out there, but all the ones we found were out of date and/or didn’t cover state taxes, so we built a better one for internal use (we advise a lot of startup employees at places like Stripe, etc. on their options) and decided to share our calculator with the world for free :) Try it out and find how much you'd pay in taxes if you exercised and if you'd trigger AMT - we've almost made figuring out your taxes kind of fun! 🤪 Would love to hear feedback/questions/comments here! Special offer for Product Hunters 🎁 For anyone who has more specific questions or wants an in-depth look at their situation, you can check out our main 360 degree wealth management service! We pair you 1:1 with a Certified Financial Planner® and also proactively monitor your finances for all the optimizations: 📋 Optimizing your tax strategy 💳 The best accounts (credit, etc.) for you to use (best rates/rewards, lowest fees) 🎯 How much to save and invest for your goals 💰 Which employer benefits to take advantage of 📈 How to allocate your assets optimally, and (of course) 🚀 What to do with your employee stock/options And we do all of the above for up to 50x more affordably than the cost of standard wealth management (which doesn't cover things like credit cards). If you're interested in using us after trying this out, please use the code “PHUNT10” (valid till the end of February) and that will get you 10% off any of our plans for the year if you want to optimize your financial life. Yes, it pays for itself :)
Robert Lopez
This is a great tool to understand the esoteric tax calculations that exist with options... thanks!
Chris Goodmacher
@robertblopez Thanks Rob!
Marc Atiyeh
This is awesome!
Chris Goodmacher
@marcatiyeh Thanks Marc!
Matheus Riolfi
Pretty useful calculator as most people have no clue what are the tax implications of stock options! And it’s complicated…
Chris Goodmacher
@matheus_riolfi Thanks Matheus!
Carlos de Santiago
This provides so much clarity. Helps both founders and employees have better conversations around a topic many avoid, yet worry about in the back of their mind! Thanks for building this!
Chris Goodmacher
@carlos_de_santiago Thanks Carlos!
Alex Willruth
This is awesome! Congrats on the launch! 🚀
Chris Goodmacher
@alex_willruth thanks!! ❤️
Lena Malkhasian
Wahoo! Who knew designing for / thinking about taxes could be this fun :D
Chris Goodmacher
@lenamalk ❤️