For individuals

Put your taxes and equity on autopilot

Plan, optimize, file

Free 7 day trial • Easy setup • Cancel anytime
Check out the Terms of service
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Trusted by taxpayers at the world's leading technology companies

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A subscription tax platform built for your needs

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 recommendations

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.

We built YearEnd for you yearend Everyone else
rocket Built for Startup employees
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flower Available as an employee benefit from your employer
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integrations Integrations with financial platforms you use (Carta, E*TRADE, etc)
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one Everything in one place
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end to end solution End-to-end solution
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access Recommendations to help you make informed decisions
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suit and sewing machine Tailored to your unique needs
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collaboration Easy to collaborate with others (e.g. financial advisor, option loans, etc.)
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security Advanced security
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file return File return
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Pricing

Choose the plan that works for you

Free trial

$0for 7 days no credit card required

  • Connect your financial accounts (e.g. E*TRADE, Carta, Gusto, etc.)
  • Portfolio aggregation/tracking
  • Optimize option grants
Basic

Less than $17/ month paid yearly

  • Connect your financial accounts (e.g. E*TRADE, Carta, Gusto, etc.)
  • Portfolio aggregation/tracking
  • Optimize option grants
  • Optimize RSUs
  • Optimize stock sales
  • Collaborate
  • Access to our network of vetted option loan providers
  • Export data and tax information
  • Chat support
Premium

Starting at $25/ month paid yearly

  • Connect your financial accounts (e.g. E*TRADE, Carta, Gusto, etc.)
  • Portfolio aggregation/tracking
  • Optimize option grants
  • Optimize RSUs
  • Optimize stock sales
  • Collaborate
  • Access to our network of vetted option loan providers
  • Export data and tax information
  • Chat support
  • Priority support
  • 1 click tax optimization
  • Intelligent decisions
  • File your taxes with YearEnd

Learn

Learn more about your equity and taxes