Login

Get started

Login

Get started

RSU / ISO / ESPP planning

RSU / ISO / ESPP planning

RSU / ISO / ESPP planning

Maximize equity gains with smart tax planning for your stock compensation.

Flat-fee. No hidden charges. Year-round expert support.

Maximize equity gains with smart tax planning for your stock compensation. Flat-fee. No hidden charges. Year-round expert support.

Maximize equity gains with smart tax planning for your stock compensation.

Flat-fee. No hidden charges. Year-round expert support.

Book your free call

Book your free call

Equity compensation can represent a large part of your total compensation and significantly impacts your taxes depending on when you exercise or sell. We offer specialized tax planning for RSUs, ISOs, NSOs and ESPPs to help you keep more of what you earn, and avoid year-end tax shocks.

Equity compensation can represent a large part of your total compensation and significantly impacts your taxes depending on when you exercise or sell. We offer specialized tax planning for RSUs, ISOs, NSOs and ESPPs to help you keep more of what you earn, and avoid year-end tax shocks.

Equity compensation can represent a large part of your total compensation and significantly impacts your taxes depending on when you exercise or sell. We offer specialized tax planning for RSUs, ISOs, NSOs and ESPPs to help you keep more of what you earn, and avoid year-end tax shocks.

How can we help

How can we help

How can we help

RSU vesting optimization with tailored withholding and strategic sale timing.

RSU vesting optimization with tailored withholding and strategic sale timing.

RSU vesting optimization with tailored withholding and strategic sale timing.

ISO exercise planning to maximize value while minimizing AMT exposure.

ISO exercise planning to maximize value while minimizing AMT exposure.

ISO exercise planning to maximize value while minimizing AMT exposure.

ESPP tax optimization for qualifying and disqualifying dispositions.

ESPP tax optimization for qualifying and disqualifying dispositions.

ESPP tax optimization for qualifying and disqualifying dispositions.

Model exercise and sale scenarios to visualize tax outcome and cash flow impact.

Model exercise and sale scenarios to visualize tax outcome and cash flow impact.

Model exercise and sale scenarios to visualize tax outcome and cash flow impact.

Strategize withholding and estimated payments to avoid penalties or liquidity issues.

Strategize withholding and estimated payments to avoid penalties or liquidity issues.

Strategize withholding and estimated payments to avoid penalties or liquidity issues.

You worked hard to earn your equity. We help ensure you keep more of it.

You worked hard to earn your equity. We help ensure you keep more of it.

Book your free call

Book your free call

Real People. Real Wins.

Real People. Real Wins.

Real People. Real Wins.

FAQs

FAQs

Can’t find what you’re looking for? Reach out to us at support@thrive.club

How are RSUs taxed?
How are RSUs taxed?
Do I need to worry about taxes when exercising ISOs?
Do I need to worry about taxes when exercising ISOs?
How do ESPP gains get taxed?
How do ESPP gains get taxed?
What’s the benefit of long-term vs. short-term holding?
What’s the benefit of long-term vs. short-term holding?
Can I reduce taxes on my stock compensation?
Can I reduce taxes on my stock compensation?

FAQs

Can’t find what you’re looking for? Reach out to us at support@thrive.club

How are RSUs taxed?
Do I need to worry about taxes when exercising ISOs?
How do ESPP gains get taxed?
What’s the benefit of long-term vs. short-term holding?
Can I reduce taxes on my stock compensation?

Lower your tax bills
before tax season

Lower your tax bills before tax season

Lower your tax bills
before tax season

Book your free call

Book your free call

Thrive Fintech Inc. (dba "Thrive.Club") provides tax preparation and planning support through licensed tax professionals and proprietary technology. We are not a investment firm and do not provide any investment advice. Any advice shared is not intended to be used for avoiding federal, state or city tax obligations or for promoting specific tax strategies. Information delivered via the website is for educational and informational purposes only, For formal tax opinions or individualized advice, please consult a qualified tax professional.


©2025 Thrive Fintech Inc. All Rights Reserved.

Thrive Fintech Inc. (dba "Thrive.Club") provides tax preparation and planning support through licensed tax professionals and proprietary technology. We are not a investment firm and do not provide any investment advice. Any advice shared is not intended to be used for avoiding federal, state or city tax obligations or for promoting specific tax strategies. Information delivered via the website is for educational and informational purposes only, For formal tax opinions or individualized advice, please consult a qualified tax professional.


©2025 Thrive Fintech Inc. All Rights Reserved.

Thrive Fintech Inc. (dba "Thrive.Club") provides tax preparation and planning support through licensed tax professionals and proprietary technology. We are not a investment firm and do not provide any investment advice. Any advice shared is not intended to be used for avoiding federal, state or city tax obligations or for promoting specific tax strategies. Information delivered via the website is for educational and informational purposes only, For formal tax opinions or individualized advice, please consult a qualified tax professional.


©2025 Thrive Fintech Inc. All Rights Reserved.