Kohari Gonzalez Oneyear & Brown CPAs & Advisors

RSUs, ESPP & Stock Options

“I saw my RSUs vest and now my paycheck looks off, did I already pay the tax?”

CommonDeep Dive · 60 min · $170

When RSUs vest, the tax treatment often shows up right away through payroll, so a paycheck can look different even before any later sale of the shares. The answer usually depends on how the vesting date, the payroll withholding, and the fair market value of the shares were handled by the employer. It can also matter whether the vesting was processed in one pay period or across several, since that affects what appears on the pay stub. In many cases, the W-2 and brokerage records help show whether tax was already withheld or whether there may still be a difference to reconcile. A CPA who reads your specifics can usually tell you, in plain English, where this lands.

In your 60-minute session, the KGOB advisor handling it will:

  • Read your exact situation and tell you, in plain English, what’s actually going on.
  • Lay out your options and the trade-offs — no jargon, no judgment.
  • Give you a clear next step you can act on, whether that’s with us or on your own.
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This page is a prompt to start a conversation, not tax or legal advice, and states no tax-law specifics as fact. A consult session does not by itself create an ongoing engagement. We do not promise specific outcomes or savings. Kohari Gonzalez Oneyear & Brown PLLC — Charlotte, NC.

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