Just signed up. I've had this problem so many times with companies I've worked with and invested into in the past.

Hi PH! @sean_o_keefe and I built yearend to help startup employees file their tax return with confidence and optimize their equity and taxes. This is a problem we've both experienced first hand. As an early engineer at Carta, I received option grants as part of my comp. I waited too long to exercise those options and was hit with a pretty significant AMT tax bill. I was totally unprepared and unaware of the tax implications and want to help others in similar situations avoid making the same mistakes I did! Prior to yearend, I've always self-filed my taxes with TurboTax or H&R Block but now that equity makes up a portion of my income, I don't feel confident using those products. YearEnd helps take away my anxiety by allowing me to model out and see exactly what I'm going to owe next year. We feel that all tech employees should have access to these modeling tools so they can educate themselves and keep more of what they've earned. That's why we offer yearend for **free** to employees through their employer. We only make money if you decide to file your taxes with us. Check it out and let us know what you think! We'll be around to answer any questions you might have. Thanks!

I'm embarrassed to admit this, but even as someone who had to manage employee option pools as a founder, I never really understood the tax implications of all the various stock compensation package types, including the ones I was managing :-[] This is much needed — option pools are complicated and I would imagine most founders w/o a strong accounting background (so, basically all founders...) similarly don't feel like they can give their employees good tax guidance. "Talk to your accountant" is not sufficient advice to the TurboTax generation. Excited to offer this as a benefit when my current company starts hiring!

I only started using Yearend this year, and haven’t had my taxes filed by them yet. However, the platform they have built is unlike anything else I’ve seen on the market. From scenario modeling and document organization to 2 factor auth and Carta integration. Their focus on tech professionals is advantageous, and I’d highly recommend checking them out.

Have had problems with this before so very eager to yearend out. I left two annotated comments that should help your landing page design and conversion rates - https://app.usebubbles.com/d007a... -- Best of luck with it!

We let you model different scenarios to help you save money on taxes and increase the value of your equity over time. This is the information you should have before you sell your equity so you don’t get hammered with unexpected taxes at filing time.

do you support supplemental income from rental properties?

I've been in the equity space for a few years now and it can still be a complicated and confusing topic. Even with my knowledge of how my equity works, YearEnd has made it even easier as they can help file my taxes and take my exercises and other equity into consideration. Sean and Jared are also great to work with, along with their team of smarties. Excited to see where YearEnd grows to!

There are zero tools available that demystify AMT and taxes around exercising options. I've studied this stuff for a decade and it's still not simple. This product has great modeling potential and will be a game changer for startup employees. Excited to see the iterations in upcoming releases. I haven't filed with the product, but the import feature and dashboard are super cool and easy to use. Very helpful.