How VestWiz works
Three steps: add your equity, see your true tax picture, and stay on track all year. The free calculators run entirely in your browser — nothing leaves your device.
Add your equity
Enter your RSU vests, ISO exercises, and ESPP purchases in the free calculator — manually, or import them in seconds from a broker template (CSV or Excel). No account, no sign-up, no data sent anywhere.
See your true tax picture
The 22% trap
Your employer withholds a flat 22% on every vest. If your marginal rate is 24%, 32%, or higher, you owe the difference every April — the calculator shows the exact shortfall.
The exercise surprise
Exercising incentive stock options triggers no regular tax — but the spread counts for AMT. The advanced worksheet walks through Form 6251 line by line, plus the Form 8801 AMT credit.
Ordinary vs. capital
See exactly how much of your ESPP gain is ordinary income versus capital gain — including the qualifying vs. disqualifying disposition tests.
The quarterly plan
Under-withheld equity income can mean quarterly estimated payments. The planner computes your safe-harbor target and per-quarter amounts so you avoid underpayment penalties.
Stay on track with Pro
The free calculator shows you the gap once. VestWiz Pro keeps it all in one place for $199/year:
Vest tracker
Log every vest and see its withholding-gap recalculation automatically, with charts of your vest income and tax gap.
Quarterly reminders
Email reminders before each estimated-payment deadline — never miss an IRS date again.
Planning tools
Black-Scholes exercise timing, job-offer comparison + negotiation playbook, year-end planner, ISO/AMT exposure checks, and the AMT credit tracker.
Clean export for tax time
Every event in one CSV download — plus a CPA tax packet you can print or email to your accountant.
14-day money-back guarantee. Secure checkout via Stripe. Cancel anytime — you keep Pro until the end of your billing year.