RSUs, stock comp, and complex income

CPA tax planning for tech professionals with RSUs, stock sales, and complex income.

Name: Beach Life CPA
Telephone: 206-580-3730

Get practical planning for equity compensation, withholding, estimated taxes, cross-state moves, investment income, and other high-income tax questions.

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Tech Professional & Equity Compensation Tax service card

Best fit

Best for Greater Seattle tech employees, executives, and high-income households with equity compensation, bonuses, investment income, rental income, or cross-state tax complexity.

Individual tech tax intake

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

This path is for individuals and households whose tax situation has moved beyond a simple W-2 return. The contact form can route RSU, equity compensation, cross-state income, rental, investment, and high-income planning questions directly.

Start a tech tax consultation Call 206-580-3730

Helpful details to include

Employer equity type: RSUs, ESPP, options, or other stock compensation.
Whether shares vested, were sold, or are concentrated in one position.
Any relocation, remote work, or cross-state income during the year.
Other income streams such as 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 or investments
Planning around bonuses, equity liquidity, and tax notices

Target outcomes

Understand how equity compensation may affect cash flow and tax timing.
Reduce surprises from withholding gaps, estimates, or stock sale activity.
Keep multi-state, investment, rental, and W-2 income organized for filing.

Context

Greater Seattle tech compensation can get complicated quickly. RSUs, ESPP activity, bonuses, stock sales, relocation, remote work, rental income, and investment gains can all change the tax picture before a return is filed.

Beach Life CPA helps tech professionals and high-income households organize the moving pieces, identify questions that need CPA judgment, and plan around withholding, estimated payments, equity events, and cross-state tax issues.

Do you work with both individuals and businesses?

Yes. Beach Life CPA serves both, but the strongest fit is business clients, owners, nonprofits, and high-income individuals whose tax picture has business, equity, investment, or multi-state complexity.

Can you help if my bookkeeping is behind?

Yes. Cleanup and catch-up work can be scoped around bank reconciliations, chart of accounts structure, monthly review, and tax-ready records.

Do you serve Bellevue, Redmond, and other Eastside clients?

Yes. The firm serves Kirkland, Bellevue, Redmond, and nearby Washington clients. There is not a public walk-in office, but firm members can meet locally by appointment when appropriate.