RSUs, ESPP & Stock Options
“What's the tax side of my RSUs, ESPP, and stock options?”
RSUs, ESPP shares, and stock options often create different tax results at different stages, so the answer usually depends on the type of award, when shares are granted or vest, and when they are sold. RSUs are commonly taxed when they vest, while ESPP and stock options often involve extra factors such as purchase discounts, holding periods, and any later gain or loss on sale. Payroll withholding, W-2 reporting, and brokerage statements also matter because they can affect how the income is tracked and reported. A focused session can map this against your actual situation in plain English.
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.
“How are my RSUs, ESPP, and stock options taxed?”
“I have equity comp and I don't know how it's taxed, can you explain?”
“My RSUs, ESPP, and stock options confuse me for taxes, what does this mean?”
“How is my mix of equity compensation taxed on my return?”
“My RSUs vested and my paycheck looks off, did I already pay the tax?”
“My stock options 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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