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Vested Tax helps tech professionals simplify equity taxes — from RSUs and ISOs to ESPPs and crypto — with flat-fee filing, year-round planning, and IRS protection.
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Vested Tax specializes in simplifying equity-related taxes for tech professionals, offering comprehensive services such as flat-fee tax preparation, year-round tax planning, and IRS protection. Founded by a former KPMG professional, Vested Tax aims to bridge the gap between complex equity compensation and conventional tax filing services, ensuring that employees maximize their equity without facing unexpected tax liabilities. Their expertise covers a wide array of equity compensation types including Restricted Stock Units (RSUs), Incentive Stock Options (ISOs), Employee Stock Purchase Plans (ESPPs), and cryptocurrency transactions.
Vested Tax’s tax preparation service includes federal and state filings for various equity scenarios at a transparent flat fee, while their year-round planning ensures clients receive continuous support tailored to their needs. Additionally, they offer IRS audit support, providing peace of mind and expert assistance if tax issues arise. With a focus on helping tech employees effectively navigate the complexities of equity taxes, Vested Tax empowers clients to make informed financial decisions throughout the year.
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The The Vesting Schedule name, logos and brand assets are trademarks of The Vesting Schedule and its affiliates. Brandfetch isn't affiliated with or endorsed by The Vesting Schedule. Their use is subject to The Vesting Schedule's brand guidelines.
