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ISO exercises, QSBS, a liquidity event, and a move between states. Rivet runs the numbers before you act, not after the year closes.

5 stars

#1 Most-Rated Firmon Sam's List, YC Deals

Trusted by 1,100+ teams

  • Cursor
  • Cognition
  • Ramp
  • PI
  • modal
  • Chai discovery
  • Rox
  • Braintrust
  • Pika
  • AfterQuery
  • Every
  • Instinct

Everything on your return, handled.

  • Equity compensation

    ISO exercises sized to limit AMT, RSU under-⁠withholding caught early, and AMT credit from past years recovered.

  • QSBS exclusions

    Documented company by company, with rollovers and gifts to trusts planned before you sell.

  • State sourcing

    Option and RSU income split among the states where you earned it, with credits for tax paid elsewhere.

  • Investments & K-⁠1s

    Fund K-⁠1s, passive losses, and wash sales across accounts, which brokers don't catch.

  • Crypto

    Staking, DeFi, and cross-⁠chain activity reconciled with the 1099s your exchanges send.

  • Expats & foreign nationals

    Foreign accounts, foreign funds, and treaty positions, including the year you arrive or leave.

Four steps, then it's off your plate.

  1. Send your documents

    Grant and exercise records, brokerage 1099-⁠Bs, K-⁠1s, and last year's return.

  2. We plan before year end

    Exercises, sales, and gifts timed while there's still time to change them.

  3. We file in every state

    Your federal return, plus every resident, part-⁠year, and nonresident state return.

  4. We set your estimates

    Quarterly payments set to a safe harbor, and reset after a vest, sale, or exercise.
  1. SS

    Sam Seaborn11:40 AM

    I exercised ISOs in March and moved to New York in August. What does that mean for my taxes?

  2. Kavitha HaridasRivet12:05 PM

    The ISO spread counts for AMT, federal and California, so we raised your January 15 estimate. We'll file part-⁠year returns in both states and track your AMT credit.

  3. SS

    Sam Seaborn12:09 PM

    That's a relief. Thank you for staying ahead of it.

Signs your return got complicated.

  • Your company went public
  • You exercised before an IPO
  • You set up a family trust
  • You're paid as a board member
  • You consult on the side
  • You've never paid estimates
  • Your income topped $1M
  • You did a backdoor Roth
  • You have an earnout coming
  • Part of your sale is in escrow
  • You use DeFi protocols
  • You got a Form 1099-DA
  • You harvested tax losses
  • You trade in several accounts
  • You sold your home
  • You have a foreign pension
  • You hold foreign mutual funds
  • You own a foreign company
  • You moved abroad this year
  • You're on an H-1B or O-1
  • Your spouse isn't a US citizen
  • You have a donor-advised fund
  • You donate appreciated stock
  • You run short-term rentals
  • You rent out a vacation home
  • You moved out of New York
  • You moved out of California
  • You want a QSBS rollover
  • You invest through SPVs
  • You hold carry in a fund
  • You owed a surprise April bill
  • Your RSUs were under-withheld
  • You sold ISO stock early
  • You bought through an ESPP
  • You sell under a 10b5-1 plan
  • You exercised NSOs
  • You early-exercised options
  • You paid an underpayment penalty
  • You own rental property
  • You work from a new state now
  • You moved to the US
  • You have foreign bank accounts
  • You trade or stake crypto
  • Your K-1s always arrive late
  • You're an angel investor
  • You gifted shares to a trust
  • You filed an 83(b) election
  • You sold secondary shares
  • Your company was acquired
  • You get K-1s from funds
  • Your RSUs started vesting
  • You paid AMT in a prior year
  • You joined a tender offer
  • You moved states mid-year
  • You sold stock that may be QSBS
  • You exercised ISOs this year

Popular with startups & AI companies, VC & investment funds, real estate investors, crypto & fintech companies, and founders & executives.

Clients, in their own words.

  • Ramp
    “I wanted a tax firm that could handle things quickly, accurately, and with zero hassle, and Rivet delivered on all fronts. Their speed and responsiveness set them apart⁠—no one comes close.”
    Diego ZaksVP of Design at Ramp
  • Cursor
    “Responsiveness and reliability! Most accountants don’t answer your questions for weeks, and try to avoid being helpful to save time. Rivet felt like the opposite. They went above and beyond.”
    Vibhav JoopelliVP of Finance at Cursor
  • XYZ
    “The perfect example of customer-⁠obsessed, deep domain experts who are building delightful products with AI.”
    Chauncey HamiltonPartner at XYZ
  • Ranger
    “Rivet is the only tax firm Ranger ever plans to use.”
    Josh IpFounder at Ranger
  • Fair Square
    “Rivet is 100x better than any tax advisor we've used before.”
    Daniel PetkevichFounder at Fair Square

See why industry-⁠leading businesses choose Rivet.

  • Flat fee, no surprises

    One annual fee, agreed before we start. No hourly meter.

  • Corporate and personal, together

    The company's returns and its executive team's personal returns, from one team that knows both.

  • Big Four-⁠trained accountants

    A team from the Big Four and top national firms reviews every return.

  • Agents do the legwork

    Software we built runs the busywork, so our accountants spend their time on judgment calls.

  • Every filing in-⁠house

    Our own team prepares and files your federal and state returns, in all 50 states.

  • Tax only, or tax plus bookkeeping

    Your choice. Keep your books and upgrade your tax, or hand us both.

Frequently asked questions

Can't find what you're looking for? Talk to our team.

Often paired with personal tax prep.

Don't let complexity slow you down.

One price for the whole year. No hourly billing.
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