Tax management
& optimization for tech and startup employees

Check out the Terms of service

Gain insights to make better decisions and file your return

File your taxes, with confidence

Don't let anxiety and uncertainty get in the way. We help you file with confidence. If you already have an accountant, they can use YearEnd to file for you.

Get insights

We help you understand your taxes and equity and make suggestions - you make informed decisions. We’re here to support you.

Effortlessly make better decisions

Add your financial information through integrations and at the click of a button know what you owe and how to save money on your taxes.

Support throughout the year

Reach out to support when you have questions, not just when you are filing your tax return in April.


How does YearEnd work?



Simply connect your financial accounts (Carta, E*TRADE, ADP, etc.) to pull in your data.



Understand the tax impact of your income/deductions and equity (ISO, NSO, RSU, ESPP, Stock sales) in real-time and minimize your taxes during the year.



Get answers to your questions from our team of advisors.


File Return

Integrations (Carta, E*TRADE, ADP, etc.) streamline collecting your tax data. An advisor can review your return for 100% accuracy and maximum deductions.

YearEnd superheros

Co-founders are tax experts from Carta

Sean O'Keefe

CEO and Co-founder

After working as a tax expert and consultant, Sean joined Carta in early 2015. He started out as the Head of Finance & Analytics and eventually transitioned into a software development role. His insights into tax accounting helped Carta gain footing in a competitive space.

Jared Hobbs

CTO and Co-founder

Jared joined Carta as one of its first engineers in 2013. He scaled the platform on the frontend, backend, and everything in between. His experience integrating with other platforms, most notably the IRS', prepared him for what he does today.

We believe that everyone should have access to tools that help them understand and optimize their equity and taxes.

Data protection

We’re serious
about security

The protection of your data is top priority at YearEnd. We use bank level encryption to store your information and our transmission protocol exceeds IRS standards.


Learn more about your equity and taxes

Check us out on Product Hunt!

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