Kohari Gonzalez Oneyear & Brown CPAs & Advisors

RSUs, ESPP & Stock Options

“I’m seeing a paycheck issue after my ESPP vested, did I already pay the tax on it?”

CommonDeep Dive · 60 min · $170

When an ESPP shares vest or settle, the paycheck impact often depends on how the plan was administered, whether any compensation was imputed through payroll, and how the stock was reported on the W-2 or brokerage forms. In many cases, some tax may have been handled through withholding, while other tax consequences can appear later when the shares are sold. The answer also depends on whether this was a qualifying or disqualifying event, the purchase discount, and how your employer tracks the transaction in payroll records. A short conversation with a CPA can sort out what applies to your specific numbers.

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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