mathstub notion toolkit · $39
Tech Worker Annual Review
The 90-minute year-end review a $200k+ earner with equity should run before December 31. Withholding strategy by income tier, AMT credit recovery, ISO vs. early-exercise decision tree, concentration policy, and a 24-question CPA-and-planner script you can print and bring.
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Worked example
Priya finds $11.3k of cash + $77k of tax-shelter in one sitting
Senior engineer, $310k MFJ NY. Ran the review October 15. Outcome: corrected withholding shortfall before Q4 (saved $1,400 penalty), pulled forward $77k of mega-backdoor Roth capacity she did not know existed, and stopped accidentally compounding state AMT exposure on her ISO exercise.
What’s inside
Six sections, each with worked math + a live Notion database + a deep-link to the matching free Mathstub calculator.
Withholding strategy
Exact W-4 4(c) per gross + filing status
AMT credit recovery
Multi-year planner — turn AMT into refund
ISO vs. early-exercise
Decision tree with §83(b) threshold math
Concentration policy
Risk-band table + exchange-fund tactic
6-recipe scenario cookbook
$300k+ tier, pre-IPO, FIRE, MFJ couples
24-question CPA + planner script
Both pros' angles, 30-sec answers
Why buyers trust this
Good fit if
- $200k–$700k W-2 earner with material equity comp
- Pre-IPO or post-IPO employee who wants the full year-end checklist in one place
- FIRE-track or MFJ couples thinking about capacity, not just compliance
Not a good fit if
- Under $200k gross — too much horsepower for the situation
- Pure 1099 / business owner — different tax surface (S-corp, QBI, etc.)
Ready when you are.
30-second Notion import. Lifetime updates. Money-back guarantee.
Other templates in the toolkit
Affiliate disclosure — Mathstub earns from sales on this Mathstub-owned template. The free calculators stay free.