mathstub · notion toolkit
When a calculator isn’t enough.
Four Notion templates built around the same IRC-cited math the free calculators run — for tracking, planning, and CPA prep across an entire tax year. Lifetime updates included through tax year 2028. Each one started life as Earth’s personal year-end workflow as a $200k+ tech-worker tax case.
$19📅 Year-End Tax Playbook
27 IRS deadlines · ICS calendar export · CPA brief
The dated decision calendar tech workers run from Oct 1 to Apr 15. Every IRS deadline that matters, the cost of missing each one, an ICS file you can import into your calendar in 30 seconds, and a 1-page brief that saves billable CPA time.
See what’s inside
$29📈 Equity Comp Decision Tracker
RSU + ESPP + ISO + NSO + 4-year projection grid
Your broker tracks your shares. Your W-2 tracks your wages. Nothing tracks the decision math — until now. A single Notion workspace that holds every grant, vest, sale, and exercise, projects the 4-year tax picture across every line type, and walks the cost-basis fix on every 1099-B that hits in February.
See what’s inside
$39🎯 Tech Worker Annual Review
90-min year-end review for $200k–$700k earners
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.
See what’s inside
$49🗺️ Multi-State Equity Comp Tax Planner
CA→TX work-source allocation + NY convenience rule + move ROI
For tech workers who moved states mid-vest. California does not stop taxing your RSUs when you move. New York can claim 100% of your remote income via the convenience-of-employer rule. This planner walks the work-source math vest-by-vest, decodes the NY trap, and projects move ROI net of state-tax savings.
See what’s inside
Bundle & updates
- Lifetime updates through tax year 2028. IRS limits + §415, §401(k), §6654 thresholds change yearly. Each template is re-versioned and re-published. Re-download from your Gumroad library anytime.
- 14–30 day money-back guarantee. If a template doesn’t pay for itself in the first session, refund — same business day.
- Cites IRC § / IRS Pub# / state DOR primary sources. Every claim is anchored. Templates link to the exact section.
- Pairs with the 10 free Mathstub calculators. Every row deep-links into the matching calc when you want to verify the math live.
Affiliate disclosure: Mathstub earns from sales on the Mathstub-owned templates listed above. The free calculators stay free.