Kohari Gonzalez Oneyear & Brown CPAs & Advisors

RSUs, ESPP & Stock Options

“My ESPP vesting made my paycheck look off, have I already been taxed on those shares?”

CommonDeep Dive · 60 min · $170

ESPP purchases can make a paycheck look unusual because payroll withholding, the discount on the shares, and any related compensation reporting may not line up in a simple way. Whether tax has already been applied often depends on how the plan is structured, how the shares were acquired, and what appears on the pay stub and year-end forms. In many cases, the key details are the purchase price, the fair market value when the shares were bought, and whether the company treated part of the benefit as wages or as a capital transaction later on. Working through the specifics with a CPA is the cleanest way to land on the right move.

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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