Don't Pay More to Uncle Sam
You Earned It.

W2 Income is the total amount of earnings and taxable benefits reported by an employer to the IRS on Form W-2, which can be found in Box 1 of your tax form.

Restricted Stock Units (RSUs) are company shares granted to an employee, which vest annually over a set period, and their details can typically be found in the employee's equity compensation plan documentation or financial statements.

Vested Non-Qualified Stock Options (NSOs) represent the right to buy company stock at a predetermined strike price, with the difference between the fair market value (FMV) and the strike price indicating potential gain, and this information can be found in the employee's stock option agreement or equity compensation plan.

Brokerage/Cash Accounts are investment accounts that allow the buying and selling of securities and hold cash, and their details can be found in account statements provided by the financial institution managing the account.