How we can help.

The path to financial wellness, simplified.

What we can help with

Understanding the value of your equity
Creating strategies to exercise shares
Filing tax documents like 83b elections
Understanding your vesting schedule
Navigating funding rounds
Tax planning for crypto and stock holdings
Investing using tax-advantaged accounts

Getting started

Getting started is easy. Simply create an account and answer a few questions regarding your finances to get started.

Documentation like equity award letters, pay stubs, and tax returns can be uploaded directly to our team.

Meeting with an advisor

Once account setup is complete, you can utilize the tools in your account to model and review scenarios.

Our algorithm matches you with an advisor that you can meet by upgrading to our Advisory service in your account.

During your advisory sessions

During your 1:1 meeting, our team will create a management plan which allows you to optimize taxes, and understand the value of your equity, investments, and crypto assets.

Continued support

Your personal advisor is available for additional sessions as needed.

Our live chat feature is also available for real-time support in your account.

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.

Get started

How we can help.

What we can help with

Taxes are about to get easy

Understand the value of your hard work with compdesk.