Sharon Chase-Eason CPA

Call Website Contact the business
It is October 30. Do you know what your 2026 tax picture looks like?Imagine you are an AWS solutions architect. Your sal...
10/30/2026

It is October 30. Do you know what your 2026 tax picture looks like?

Imagine you are an AWS solutions architect. Your salary increased, you received a bonus, RSUs vested three times and you sold some company stock earlier in the year.

You have done well professionally - but you have never added those numbers together.

That is the risk of waiting for tax season: not necessarily that something is wrong, but that you are making year-end decisions without seeing the full picture.

A tax projection can help you understand what has happened so far and what still deserves attention before December 31.

If this sounds familiar, schedule a Tax Strategy Review with me.

Before November, answer these three tax questions.1. What do I expect my total 2026 income to be?2. How much tax has alr...
10/29/2026

Before November, answer these three tax questions.

1. What do I expect my total 2026 income to be?
2. How much tax has already been withheld or paid?
3. What major compensation or investment events are still coming before year-end?

Those three answers will not replace a full tax analysis, but they can expose where your assumptions are outdated.

For a high-income tech professional, one unexpected bonus, equity vest, stock sale or consulting project can change the year more than you realize.

Start with the numbers you already have. Clarity is the first step.

10/29/2026

Two doctors. Similar incomes. Different tax outcomes. đź’°

What's the difference? It's not always about how much they earn.

🎥 Watch the full video to find out what many physicians overlook.

Salary. Bonus. RSUs. Stock sales. Side income. One tax picture.If your compensation has several moving parts, reviewing ...
10/28/2026

Salary. Bonus. RSUs. Stock sales. Side income. One tax picture.

If your compensation has several moving parts, reviewing them separately can hide the bigger story.

A proactive tax review brings your expected 2026 income into one place: W-2 compensation, bonuses, vested equity, investment activity, consulting income, withholding and estimated payments.

The goal is not to chase deductions or make decisions based on taxes alone.

It is to understand where you stand before year-end so your next financial move is based on better information.

That is especially valuable when your income has changed significantly from last year.

The promotion was planned. The tax strategy was not.Imagine an engineering manager who moved into a director-level role ...
10/27/2026

The promotion was planned. The tax strategy was not.

Imagine an engineering manager who moved into a director-level role early this year.

Base pay increased. The bonus target increased. Equity compensation increased too.

But the tax plan stayed exactly the same because nothing felt urgent month to month.

That is a common pattern: career growth happens gradually while tax planning stays anchored to an older income level.

Before year-end, compare today's compensation with what you expected in January. If the gap is meaningful, it may be time to update the assumptions behind your plan.

Shares were withheld at vesting. That does not automatically answer your year-end tax question.Many RSU plans use a port...
10/26/2026

Shares were withheld at vesting. That does not automatically answer your year-end tax question.

Many RSU plans use a portion of shares to cover tax withholding when an award vests.

That can make the process feel fully handled because you never receive those shares.

But withholding is still only a prepayment toward your overall tax obligation. Your final position depends on total annual income and the rest of your tax picture.

If your compensation grew substantially this year, review the cumulative effect of salary, bonuses and RSU vests instead of assuming each payroll event settled itself.

Shares were withheld at vesting. That does not automatically answer your year-end tax question.Many RSU plans use a port...
10/26/2026

Shares were withheld at vesting. That does not automatically answer your year-end tax question.

Many RSU plans use a portion of shares to cover tax withholding when an award vests.

That can make the process feel fully handled because you never receive those shares.

But withholding is still only a prepayment toward your overall tax obligation. Your final position depends on total annual income and the rest of your tax picture.

If your compensation grew substantially this year, review the cumulative effect of salary, bonuses and RSU vests instead of assuming each payroll event settled itself.

If you'd like to understand how your RSUs and withholding fit into your overall tax picture, schedule a call with me: https://link.sharoneasoncpa.com/widget/bookings/sharon-eason-30-minutes-discovery-call


https://link.sharoneasoncpa.com/widget/bookings/sharon-eason-30-minutes-discovery-call

Waiting for your W-2 and 1099s is fine for filing. It is late for many planning conversations.Tax forms are designed to ...
10/25/2026

Waiting for your W-2 and 1099s is fine for filing. It is late for many planning conversations.

Tax forms are designed to report what already happened.

By the time they arrive, the salary was earned, the bonus was paid, the RSUs vested and the stock may already have been sold.

For a high-income technology professional, the better planning window is while those events are still unfolding.

Use October and November to review what has happened so far and what is still expected before December 31.

Then filing season becomes a reporting process - not the first time you are seeing the year's full tax picture.

Some tax questions are really timing questions.Should you make an estimated payment? Adjust withholding? Sell shares now...
10/24/2026

Some tax questions are really timing questions.

Should you make an estimated payment? Adjust withholding? Sell shares now or later? Accelerate or delay a financial decision?

The right answer depends on your specific facts, and taxes should not be the only consideration.

But timing matters because many decisions only affect the year in which they happen.

That is why proactive planning belongs before year-end, not only during filing season.

A good review gives you a clearer view of the tradeoffs so you can make the decision that fits your broader financial goals.

Some tax questions are really timing questions.Should you make an estimated payment? Adjust withholding? Sell shares now...
10/24/2026

Some tax questions are really timing questions.

Should you make an estimated payment? Adjust withholding? Sell shares now or later? Accelerate or delay a financial decision?

The right answer depends on your specific facts, and taxes should not be the only consideration.

But timing matters because many decisions only affect the year in which they happen.

That is why proactive planning belongs before year-end, not only during filing season.

A good review gives you a clearer view of the tradeoffs so you can make the decision that fits your broader financial goals.

If this sounds familiar, it may be worth reviewing your tax strategy before year-end: https://link.sharoneasoncpa.com/widget/bookings/sharon-eason-30-minutes-discovery-call


https://link.sharoneasoncpa.com/widget/bookings/sharon-eason-30-minutes-discovery-call

Address

777 Westchester Avenue
White Plains, NY
10603

Alerts

Be the first to know and let us send you an email when Sharon Chase-Eason CPA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Sharon Chase-Eason CPA:

Shortcuts

Share