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yearend

Optimize your equity and taxes in real-time.

Y CombinatorWinter 2020ActiveFintechConsumer FinanceFintechFinance

What they do

Problem

Startup employees struggle to understand and optimize the tax impact of their equity compensation and often face complex, uncertain tax filing and planning decisions.

Solution

YearEnd connects to users' financial accounts to estimate real-time tax liability, recommend equity and tax optimization actions, and optionally prepare and file their tax returns.

Who it's for

Startup employees with equity compensation who need tax planning guidance and/or tax return filing.

Founders

Jared Hobbs
Founder/CTO

Jared joined Carta as one of its first engineers in 2013. He scaled the platform on the frontend, backend, and everything in between. His experience integrating with other platforms, most notably the IRS', prepared him for what he does today.

Sean O'Keefe
Founder

Company timeline

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