Equity Compensation Planning for Modern Advisory Firms
Replace spreadsheets with CPA-grade logic. Turn 4–6 hours of equity comp analysis into 15–30 minutes of client-ready scenarios.
One platform. CPA-grade logic. Minutes.
All Instruments
ISOs, NSOs, RSUs, ESPPs, RSAs, and concentrated stock positions.
Tax Rules Encoded
AMT, QSBS, 83(b) elections, and 85+ IRC sections built in.
Client-Ready Output
Auditable scenarios with full decision trails you can present with confidence.
Built for Real Workflows
Not another generic calculator. EquityNav is purpose-built for equity comp specialists.
Client Dashboard
Track holdings across multiple companies. See vested/unvested schedules, next vesting dates, and cost basis at a glance.
Scenario Analysis
Compare exercise timing, AMT exposure, and tax outcomes side-by-side. Export client-ready reports.
Smart Suggestions
Deterministic, rules-based recommendations. Trigger alerts for 83(b) deadlines, AMT crossover points, and QSBS holding periods.
CPA-Grade Assistant
IRS-trained guidance grounded in actual tax code. Reproducible answers, no black-box recommendations.
Pays for Itself in 2–3 Cases
40 hours saved × $200/hr = $8,000+ value from time savings alone
Real-World Use Cases
Quarterly Vesting Tax Gap
Model withholding shortfalls across quarterly RSU vests. Plan estimated tax payments to avoid penalties.
Backloaded Vesting Strategy
Analyze forfeiture risk vs. negotiation leverage. Understand true comp value in Year 3–4 vesting schedules.
ISO + 83(b) + QSBS Planning
Navigate early exercise decisions, AMT planning, and QSBS qualification for startup equity.
Built on Deterministic Logic, Not Guesswork
Every recommendation follows documented IRS rules with a full audit trail. No black-box decisions, complete transparency for compliance reviews.
Trusted by Advisory Firms
"What used to take me 4–5 hours in Excel now takes 20 minutes. I can handle twice as many equity comp cases."
"I'm confident presenting recommendations now. The audit trail shows exactly how we arrived at each number."
"EquityNav helped us save a client $47K in AMT by adjusting their exercise timing. Paid for itself immediately."
Pricing
Simple, transparent pricing for modern advisory firms
Frequently Asked Questions
Ready to Transform Your Equity Comp Practice?
Join the pilot and start delivering CPA-grade equity compensation analysis in minutes, not hours.