How to Avoid Surprise Taxes on RSU Stock
Avoid surprise taxes on your RSU stock by understanding them so you can make strategic tax moves throughout the year
A Tech Employee’s Guide to RSU Taxes in 2025
This guide to RSU taxes for tech employees simplifies everything from planning ahead and avoiding missed deadlines.
Best San Francisco Tax Preparation Services for Tech Professionals
Partner with expert San Francisco tax preparation services specializing in the unique tax needs of tech professionals.
What’s The Difference between RSUs and Stock Options?
Learn the difference between RSUs and stock options to maximize gains and avoid overpaying on taxes.
Why TurboTax Doesn’t Work for Tech Professionals
Is TurboTax for tech professionals the right choice? Optimize your taxes and keep your finances on track!
Why Tech Professionals Face RSU Tax Underwithholding Issues (and How to Fix It)
Struggling how to fix RSU tax underwithholding issues? Learn how to fix it and avoid future headaches with this guide!
Pre-IPO Guide for Employees: 5 Steps for RSU, Stock Options, Tax
Surprise! Your company just announced an IPO. Congrats! You know in theory you’re about to come into a lot of money… but how do you get your hands on it? Will you have to hand 50% of it over to the IRS in taxes? Or can you finally buy the house you’ve been wanting for […]
What Is a CP2000 IRS Notice? Plus, Response Letter Sample
A random, unexpected letter from the IRS is never something you want to receive — especially when that letter is a CP2000 notice, informing you that you owe them money. (Money beyond what you’ve already paid in taxes after filing your return and paying the bill in full.) The way the IRS communicates often makes […]
QSBS Exemption Requirements: 100% Exclusion of Capital Gains
What if I told you that you could receive $10 million dollars and not pay any taxes on it? You’d be interested, heck we all would be. Fortunately for all of us, that wasn’t a hypothetical question. It’s very much a real thing. The IRS offers the qualified small business stock (QSBS) exemption. This exemption […]