RSU tax advisor for vesting and withholding decisions
Plan RSU vesting, the withholding gap, and what to sell, with a dedicated CPA and CFP on one flat fee.
An RSU tax advisor plans restricted stock unit vesting, withholding, and sell decisions alongside the rest of your income so a vest does not create a surprise tax bill. Nino pairs a dedicated CPA and CFP on one flat annual fee, from $2,000, instead of a percentage of your assets.
$500 off through August 31 when you start a one-year membership. Every plan includes a 30-day money-back guarantee.
Who this is for
- Tech and other high earners with material RSU vesting each year
- People who get hit with a tax bill after the 22% supplemental withholding falls short
- Households that want RSUs planned with salary, investments, and crypto, not in a silo
What you get
- Vesting calendar and estimated tax on each tranche, including the gap between employer withholding and your real bracket
- Sell-to-cover vs hold guidance tied to cash needs, concentration, and the rest of your plan
- Year-round tax projections so RSU income is not a April surprise
- The same team coordinating equity, taxes, and financial planning under one flat fee
How it maps to Nino plans
Core ($2,000/yr) covers equity optimization and planning for individuals building wealth. Plus ($3,500/yr) adds stock-option and equity tax guidance, multi-state taxes, and year-round projections for more complex RSU schedules. Ultra ($6,000+/yr) is for executives and founders who need advanced equity strategies with estate, real estate, or business income. Optional tax filing is an add-on on every plan. See pricing for the full breakdown.
Full plan details on pricing . Meet the CFP and CPA team , or compare Nino to other services.
Frequently asked questions
Get RSU taxes into one plan
Book a free 25-minute demo. A dedicated CPA and CFP walk through your vesting, withholding gap, and plan options. Start a one-year membership by August 31, 2026 and get $500 off your first year. Every plan has a 30-day money-back guarantee.
Book a demo See $500 off through August 31