Stock Compensation Tax Preparation

Intro

Employee stock compensation often creates tax issues when brokerage reporting doesn’t align with W-2 income.

RSUs, ESPPs, and stock options can trigger duplicate income reporting, incorrect cost basis, or capital gains errors if not handled carefully.

We provide flat-fee tax preparation for individuals with stock compensation, coordinating employer and brokerage reporting correctly.

Who This Is For

This service is ideal for:

• Employees receiving RSUs or ESPPs

• Individuals with brokerage statements and capital gains

• Taxpayers with supplemental stock income in addition to W-2 wages

What We Handle

• RSU and ESPP reporting

• Brokerage transaction reconciliation

• Schedule D capital gains

• Coordination between W-2 and brokerage forms

• Review for over- or under-reported income

Why This Matters

Stock compensation errors often aren’t caught immediately. Many surface years later through IRS matching or amended returns. Proper coordination at filing reduces audit risk and future corrections.

Pricing

Typical pricing: $325 – $375
Pricing depends on transaction volume and reporting complexity.

FAQ

Are RSUs already taxed on my W-2?
Often partially. Brokerage sales still require proper reporting to avoid duplication.

Do ESPPs create capital gains?
Yes, depending on holding period and sale price.

Can you handle multiple brokerages?
Yes. Pricing is adjusted based on volume and complexity.