Don't Pay More to Uncle Sam
You Earned It, You Spend It.

Calculate Your Tax Savings

We’ve designed this online tool to help provide you with a rough estimate of your potential tax savings by analyzing current income, assets and other relevant taxable information.

This material has been prepared for informational purposes only, and is not intended to provide, and should not be relied on for, tax, legal or accounting advice. You should consult your own tax, legal and accounting advisors before engaging in any transaction.

Married or Single *Please select an option

W2 Income is the total amount of earnings and taxable benefits reported by an employer to the IRS on Form W-2, which can be found in Box 1 of your tax form.

Restricted Stock Units (RSUs) are company shares granted to an employee, which vest annually over a set period, and their details can typically be found in the employee's equity compensation plan documentation or financial statements.

Vested Non-Qualified Stock Options (NSOs) represent the right to buy company stock at a predetermined strike price, with the difference between the fair market value (FMV) and the strike price indicating potential gain, and this information can be found in the employee's stock option agreement or equity compensation plan.

Brokerage/Cash Accounts are investment accounts that allow the buying and selling of securities and hold cash, and their details can be found in account statements provided by the financial institution managing the account.

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Married or Single(Required)

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We are unable to proceed with processing the calculation due to insufficient income or assets. Please contact us here for additional support.

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We are unable to proceed with processing the calculation due to insufficient income or assets. Please contact us here for additional support.

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We are unable to proceed with processing the calculation due to insufficient income or assets. Please contact us here for additional support.

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Usable Loss Current Year

Ordinary Loss

Tax Loss Investment

Year 1 Savings (est)

Year 2+ Savings (est)

Invest Your Tax Savings in What Matters Most

Maybe a House by Lake Tahoe isn’t your thing. But with your extra here you could make a substantial impact in your community, provide for your family, or invest in companies that will make a difference in the world.

Have questions or want to discuss your results in more detail? Schedule a meeting with us for personalized advice and to maximize your tax savings.

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