The easiest way to optimize your financial wellness

Think you pay too much in taxes? Chances are, you do.
We help tech employees manage taxes so you can reach financial freedom faster.

Get StartedHow it works
Trusted by employees of top companies

Why compdesk?

Taxes are complicated, but It's time the system worked for you. Optimizing for tax advantages saves the average employee $1.2 million throughout their career.
Dynamic scenario modeling tools
Tools to understand how tax optimization impacts your net worth
Taxes demystified
We break down the complicated factors like AMT, taxable events, loss harvesting, advantages, and documentation management
Expert guidance tailored to you
Each of our advisors has 10+ years of experience working with crypto, equity, income, and real estate taxes
Continued support as you grow
The market changes, but the support we provide doesn't. Your personal advisor is available any time you have questions.
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137 million
Americans overpay on their taxes every year
89%
Of Americans don't properly optimize for tax advantages
$1,200,000
Average additional savings at retirement by optimizing for tax advantages

Taxes simplified

  • We help you understand the potential value of your tax savings in no time
  • Simply create an account and answer a few questions to get started
  • Account setup only takes around 5 minutes on average
  • We utilize SSL encryption, and we're SOC 2 compliant

Experts who specialize in taxes

  • Our algorithm instantly matches you with a personal advisor
  • Virtual 1:1 sessions can be booked within your account
  • Live chat feature provided for real-time support
  • All advisors hold CPA, IRS Enrolled Agent, or JD-LLM licenses

Professional guidance, enabled by tech

  • Our 1:1 deep dives create a personalized strategy to manage your assets and tax liability
  • In addition to equity and crypto taxes, we can help with tax advantages and year-end tax filing
  • Information provided to our team is confidential and unbiased

Holistic plan with continued support

  • We create a road-map to understand future tax decisions
  • Each plan is dynamic, and updates alongside your personal milestones
  • Additional sessions can be booked with your personal advisor as needed
Learn more

Taxes are about to get easy

With compdesk you're never in the dark regarding tax blind spots. Let's work together to create a roadmap to financial success.
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Equity management for all

Understand the value of your hard work with compdesk.

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Support@compdesk.com
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Compdesk, Inc. provides tax-related services directly to clients. Content on this website regarding investment or tax advice should not be relied upon, standing alone or without the guidance of a capable professional, to support personalized decision-making by or affecting individual clients. Compdesk and the compdesk Logo are trademarks of Compdesk, Inc.© 2022 all rights reserved.