Beach Life CPA

RSUs, stock comp, and complex income

Tax planning for RSUs, stock sales, and complex income.

Plan around equity compensation, withholding, estimates, state moves, investment income, and concentrated stock events.

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Tech Professional & Equity Compensation Tax service card

When to consider this

Use this when equity compensation, stock sales, relocation, or multi-state income make the tax picture harder to manage.

Individual tech tax intake

Have RSUs, stock sales, relocation, or multiple income streams?

Use this path when a simple W-2 return no longer covers the situation.

Start a tech tax consultation Call 206-580-3730

Helpful details to include

  • Equity type: RSUs, ESPP, options, or other stock compensation.
  • Shares vested, sold, or concentrated in one position.
  • Relocation, remote work, or cross-state income.
  • Rentals, investments, consulting, or business ownership.

Scope

What this can include.

  • RSU vesting and stock sale tax review
  • Estimated tax and withholding planning
  • Cross-state residency and transfer questions
  • Multiple income streams including rentals, investments, or consulting
  • Planning around bonuses, equity liquidity, and tax notices

Target outcomes

  • Understand tax timing from equity income.
  • Reduce withholding and estimate surprises.
  • Keep income streams organized for filing.

Context

Tech compensation can get complicated quickly. RSUs, ESPP activity, bonuses, stock sales, relocation, remote work, rental income, charitable giving, and investment gains can all change the tax picture before filing.

Beach Life CPA helps organize the moving pieces and plan around withholding, estimates, equity events, and state tax issues.

Can you help with RSU tax planning?

Yes. Common issues include RSU vesting, stock sales, withholding, estimated taxes, concentrated positions, and investment income.

Do tech employees need help before selling stock?

Often, yes. Basis, holding period, estimated taxes, charitable giving, and state tax questions can all affect the result.

Can you help with relocation or remote work tax issues?

Yes. Multi-state income, residency, remote work, and moving dates can affect filing requirements and estimates.

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