RSUs, ESPP & Stock Options
“My RSUs, ESPP, and stock options confuse me for taxes, what does this mean?”
RSUs, ESPP purchases, and stock options can each create different tax timing and reporting questions, so confusion is common when they appear together in a compensation package. The answer often depends on how the shares were granted, when they vested or were purchased, and whether any shares were sold right away or held for later. Brokerage statements, payroll records, and employer stock plan documents usually help show what was taxed through wages, what may still be reported later, and how gains or losses are tracked. 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.
“What's the tax side of my RSUs, ESPP, and stock options?”
“How do taxes work for the equity compensation I have?”
“How are my RSUs, ESPP, and stock options taxed?”
“What tax rules apply to my RSUs, ESPP, and stock options?”
“My RSUs vested and my paycheck looks off, did I already pay the tax?”
“My ESPP shares vested and my paycheck looks off, did I already pay the tax?”
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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