The easiest way to optimize your financial wellness

We empower tech employees to optimize their taxes and equity compensation to reach financial freedom faster.

Trusted by employees of top companies

Taxes and equity are complicated, but It's time the system worked for you.

50%

Of tech employees say they don't understand their equity compensation packages

89%

Of tech employees don't properly optimize for tax advantages

$1,200,000

Average additional savings at retirement by optimizing for tax advantages

Unlock the potential value of your tax savings quickly and easily.
Easy Setup: Create an account and answer a few questions to get started—account setup takes around 5 minutes on average.
Secure and Reliable: We prioritize your security with SSL encryption and SOC 2 compliance.

Personalized Matching: Our algorithm instantly connects you with a dedicated advisor.
Convenient Access: Book virtual 1:1 sessions directly within your account.
Real-Time Support: Utilize our live chat feature for immediate assistance.
Qualified Professionals: All advisors are licensed CPAs, IRS Enrolled Agents, or hold JD-LLM degrees.

Tailored Strategies: Our 1:1 deep dives create a personalized plan to manage your assets and tax liability.
Comprehensive Support: From equity and crypto taxes to tax advantages and year-end filing, we’ve got you covered.
Confidential and Unbiased: Rest assured, all information provided is handled with the utmost confidentiality and impartiality.

Future-Focused Roadmaps: We develop a comprehensive plan to guide your future tax decisions.
Dynamic Adjustments: Each plan evolves with your personal milestones and changes in circumstances.
Continuous Access: Schedule additional sessions with your personal advisor whenever needed.

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.