yearend.

File your tax return and optimize your taxes and equity

3 followers

File your tax return and optimize your taxes and equity

3 followers

Tech and startup employees with equity can connect financial accounts (e.g. Carta, payroll providers) and YearEnd will show how much tax is owed depending on income, when options are exercised, RSUs converted, or stock sold. You can also file your tax return.

Launch tags:

Fintech

Launch Team

Matt Fulton

I'm embarrassed to admit this, but even as someone who had to manage employee option pools as a founder, I never really understood the tax implications of all the various stock compensation package types, including the ones I was managing :-[] This is much needed — option pools are complicated and I would imagine most founders w/o a strong accounting background (so, basically all founders...) similarly don't feel like they can give their employees good tax guidance. "Talk to your accountant" is not sufficient advice to the TurboTax generation. Excited to offer this as a benefit when my current company starts hiring!

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5yr ago

Jared Hobbs

yearend.

Maker

Thanks Matt! No need to be embarrassed... I built an equity platform that issues options to hundreds of thousands of employees but I didn't understand the tax impact of exercising my own options! If yearend was available to me back then I could have avoided a LOT of taxes.

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5yr ago

Sean O'Keefe

yearend.

Maker

@mattwfulton excited to work with you when you're ready to get started 👍

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5yr ago

Utsav

I only started using Yearend this year, and haven’t had my taxes filed by them yet. However, the platform they have built is unlike anything else I’ve seen on the market. From scenario modeling and document organization to 2 factor auth and Carta integration. Their focus on tech professionals is advantageous, and I’d highly recommend checking them out.

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5yr ago

Sean O'Keefe

yearend.

Maker

@avastu thanks for giving us a shot and providing such valuable feedback!!

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5yr ago

Jared Hobbs

yearend.

Maker

❤️

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5yr ago

Michelle W

I've been in the equity space for a few years now and it can still be a complicated and confusing topic. Even with my knowledge of how my equity works, YearEnd has made it even easier as they can help file my taxes and take my exercises and other equity into consideration. Sean and Jared are also great to work with, along with their team of smarties. Excited to see where YearEnd grows to!

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5yr ago

Jared Hobbs

yearend.

Maker

Thanks Michelle! You're feedback as an early user of YearEnd has been invaluable!

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5yr ago

Sean O'Keefe

yearend.

Maker

@michelle_williams4 thanks Michelle! ❤️