Knowledge Center
Tax guidance that makes sense and cents.
RSU tax
How RSUs are taxed at every stage: why they inflate Box 1 of your W-2, the flat 22% withholding shortfall, your cost basis, and capital gains when you sell.
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RSU tax
California taxes RSUs on where you worked between grant and vest, not where you live when they vest. What that means if you left, and how to check the number.
RSU tax
If your 1099-B showed $0 cost basis and nobody fixed it on Form 8949, you overpaid. Section 6511 gives you three years to amend. How to check.
Bookkeeping
Pass-through media spend, prepaid retainers and freelancer 1099s in a marketing agency. Why deferred revenue on your books is not deferred tax.
Bookkeeping
Why construction job costing breaks in QuickBooks Online: duplicate jobs, a WIP schedule built on bad costs, retainage buried in receivables.
Business tax
Q3 estimated tax is due September 15, 2026, the same day as the extended 1120-S and 1065. Who pays, how safe harbor works, and the W-4 move.
RSU tax
Your employer withheld a flat 22% at vesting, which is short in the 32-35% brackets. Q3 is due September 15, and a W-4 change usually fixes it better.
RSU tax
No. RSUs are taxed once as ordinary income at vesting, then capital gains on later growth. The double tax people see is a $0 basis on Form 1099-B.
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See the gap your employer's flat 22% withholding leaves for April. Federal, FICA, plus California, Illinois, Massachusetts, New York (and NYC), Texas and Washington.
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