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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.

WORKS AT

Thrive is truly client-first. They go the extra mile to make sure I am 100% compliant and maximizing all opportunities to lower my taxes.

WORKS AT
Thrive is built for the modern era: tax planning not just filing, an interactive dashboard and year-round help.

WORKS AT

I’m so glad to have an advisor who is proactive. I really love all the cool tools and content included in the product.

WORKS AT
I love that they follow a simple flat-fee model, without adding extra charges for things like FBAR, FATCA, or other mandatory filings.

GRADUATED FROM

Their advice during my status change helped me structure my assets and income back home to avoid hassles going forward.

WORKS AT

Thrive is truly client-first. They go the extra mile to make sure I am 100% compliant and maximizing all opportunities to lower my taxes.

WORKS AT

I’m so glad to have an advisor who is proactive. I really love all the cool tools and content included in the product.

WORKS AT
Thrive is built for the modern era: tax planning not just filing, an interactive dashboard and year-round help.

WORKS AT
I love that they follow a simple flat-fee model, without adding extra charges for things like FBAR, FATCA, or other mandatory filings.

GRADUATED FROM

Their advice during my status change helped me structure my assets and income back home to avoid hassles going forward.

WORKS AT

Thrive is truly client-first. They go the extra mile to make sure I am 100% compliant and maximizing all opportunities to lower my taxes.

WORKS AT

I’m so glad to have an advisor who is proactive. I really love all the cool tools and content included in the product.

WORKS AT
Thrive is built for the modern era: tax planning not just filing, an interactive dashboard and year-round help.

WORKS AT
I love that they follow a simple flat-fee model, without adding extra charges for things like FBAR, FATCA, or other mandatory filings.

GRADUATED FROM

Their advice during my status change helped me structure my assets and income back home to avoid hassles going forward.
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
Taxes made
Effortless
Built with 💛 in New York and New Delhi
OUR SERVICES
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.
Taxes made Effortless
Built with 💛 in New York and New Delhi
OUR SERVICES
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.
Taxes made Effortless
Built with 💛 in New York and New Delhi
OUR SERVICES
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.