Tax Savings Calculator

See how much you could save with proactive tax strategy and transparent flat-fee wealth management.

W-2 Salary

Bonus

RSU Income

Value of RSUs vested this year

Option Exercise Income

Spread on NQ options exercised

Other Income

Dividends, rental, 1099, etc.

Stock Options

Option Type

Shares to Exercise

Current FMV per Share

Exercise Price per Share

Restricted Stock Units

RSU Shares Vesting

Expected FMV per Share

Current Holding Period

months

Months held since exercise/vest (affects LTCG eligibility)

Filing Status

State of Residence

Which of these strategies are you already using?

Tax-loss harvesting

Systematically selling losing positions to offset gains

Retirement plan optimization

Maxing 401(k), backdoor Roth, mega backdoor Roth

Charitable giving strategies

Donor-advised funds, bunching deductions, appreciated stock gifts

Estate planning

Gift tax exclusion, trusts, generational transfers

Total Investable Assets

Brokerage, retirement, cash, etc.

Current Advisory Fee

Typical AUM fee is 0.5–1.5%

Fill in your income details and click "Calculate My Savings" to see your personalized tax savings estimate.