Pricing

No. Pro is unlocked with a license key you receive after checkout. Paste it into Amtally once on each browser you use.

No. Every plan reads any number of grants and uses them all; the free plan shows 3 FMV what-ifs, the plan for the first 2 grants and the first 12 grants.

Yes. Cancel monthly and yearly plans anytime from the customer portal link in your receipt, and Pro stays active until the end of the paid period. The 7-day pass never renews.

If Amtally can't read your file or applies a rule incorrectly, email service.platform.bookings@gmail.com within 14 days of purchase for a full refund.

No. Your files are read by JavaScript in your browser tab and never sent to us or anyone else. Grants aren't stored, so closing the tab clears them. Settings can be saved in this browser if you ask.

It reads your option grants, works out your 2026 regular federal tax and tentative minimum tax, and finds the largest ISO bargain element (FMV minus strike, times shares) you can exercise this year with no alternative minimum tax. Then it splits that room across your ISO grants and shows the strike cost, and the AMT and cash needed if you exercise everything instead.

AMT income is your taxable income plus the standard deduction (or the state and local taxes you itemized) plus the ISO spread. Subtract the 2026 exemption — $90,100 single, $140,200 joint, reduced 50 cents per dollar above $500,000 / $1,000,000 — then tax 26% up to $244,500 and 28% above. AMT is the amount by which that beats your regular tax (IRC §55; Rev. Proc. 2025-32).

The One Big Beautiful Bill Act (P.L. 119-21) cut the exemption phaseout start from $626,350 to $500,000 for single filers (and from $1,252,700 to $1,000,000 joint) and doubled the phaseout rate to 50%. High earners and big exercises reach AMT sooner, so the AMT-free amount you used in 2025 may be too high.

Usually not. AMT caused by ISO exercises becomes a minimum tax credit (Form 8801) you can use in later years when your regular tax is above your tentative minimum tax, for example the year you sell. But you pay it in cash now.

Importing any number of grants, the AMT-free number, the three-way comparison, every flag, 3 FMV what-ifs, the plan for the first 2 grants and 12 grants in the table on screen and in print (with a footer). Pro shows everything and adds the Excel workbook and CSV exports.

State AMT (California's is 7%), long-term capital gains and qualified dividends at preferential rates, the net investment income tax, credits, NSO wage income from the same year, early exercise with an 83(b) election, and selling ISO shares in the same year (a disqualifying disposition).

No. Amtally applies the rules it describes to the numbers you provide. It is an estimate to plan with — confirm with Form 6251 or a CPA before you exercise. It is not affiliated with the IRS, Carta or any equity platform.