yearend.

Connects financial accounts to calculate taxes owed based on income, equity events, and automates tax filing.

Made by Sean O'Keefe

  • Fintech

What is yearend.?

Streamline your tax preparation and capitalize on your equity-based compensation. The app seamlessly integrates with financial platforms like Carta and payroll providers, allowing users to track income, exercise options, convert RSUs, and manage stock sales. By consolidating this data, the app calculates the precise tax liability and guides users through the filing process. This comprehensive solution empowers tech and startup employees to optimize their taxes and better understand the financial implications of their equity-based compensation

Highlights

  • Connects to financial accounts (e.g., Carta, payroll) to aggregate income and equity data
  • Calculates tax owed based on events like option exercises, RSU conversions, and stock sales
  • Provides guided tax filing to ensure accurate and compliant returns
  • Offers insights to help users make informed decisions about their equity-based compensation

Platforms

  • Web

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