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Exercise ISOs tax free

Every year, you can exercise a certain number of incentive stock options (ISOs) without paying the alternative minimum tax. See how many ISOs you can exercise this year without paying the AMT.


A calculator that helps you avoid paying AMT

Leave the complexity to us

Calculating how many options your can exercise tax free is complicated. Our AMT calculator makes it easy for you.

Plan your exercises

Know how much to exercise from each of your ISO grants to maximize your savings.

Effortless data import from Carta

Easily import your equity data from Carta with just a few clicks, ensuring that all your information is up-to-date and accurately reflected in your tax calculations.

Liquidity solution

Need help covering the cost of exercising?

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.

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Tap into the value of your shares without selling or get an advance to exercise.

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