Equity Advisory
Empower your team with equity tax education
Give tailored equity education
Help your team understand their equity compensation with advice on exercising and selling decisions, all from experienced Equity Tax Advisors.
- Unlimited 1:1 equity education sessions
- Review all equity grants
- Understand the cost of exercising options
Get expert tax advice for your team
Go beyond education with personalized strategies to help employees understand the value, cost, and tax implications of their equity.
- Get insights on tax breaks and credits
- Model tax scenarios for exercising or selling
- Design equity plans that optimize tax benefits
Provide support beyond tax season
Give your team year-round access to on-demand educational resources on equity awards, vesting schedules, valuations, and more.
- Tailored company-wide webinars
- Access videos covering equity and tax basics
- Reduce operational burden from your HR, finance, and legal team
Meet your advisors
Available for unlimited 1:1 sessions, hosting company-wide webinars, and featured in our on-demand education.
See how simple it is to book a session with an Equity Tax Advisor.
Employee support, backed by decades of experience
See why 1:1s with Carta’s Equity Tax Advisors receive an average 4.9 out of 5.0 Customer Satisfaction Score across 4,700 sessions.
Approachable tax expertise
Get unlimited 1:1 sessions to ask quick questions or discuss complex scenarios.
Develop strategies
Help your team understand the cost and tax implications of exercising options.
Company-wide education
Set up webinars twice a year to walk your team through their equity awards.
Seamless scheduling
Easily book sessions and receive key notifications through a Slack integration.
Trusted by over 50,000 companies
It has completely revolutionized our business. I'm always telling my peer companies, if you're not on Carta, you're just telling investors and employees that you don't care to be transparent and accountable.
Mac Clemmens
Founder, Streamline
Having Equity Advisory is a huge benefit to our employees and me. Now, I have a clear place to offload tax and equity questions, so I don’t have to sit in that sticky middle of what I can say vs. what I can’t say.
Carl Olson
Senior Director of Finance, Luminary Cloud
Within two days of hearing about Carta Equity Advisory, we signed up and were onboarded quickly. We’ll never go back. It was one of the easiest software decisions we’ve ever made.
Eric Mogil
Chief Growth Officer, RADAR
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Related resources
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Answering equity FAQs
Learn how to answer equity compensation and tax questions from your employees.
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Tax season prep
Offer your employees the resources and key dates they’ll need as a guide to a smooth tax season.
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How are options taxed?
This article provides information for employees who exercised and/or sold options this year.
- Collections
Carta Classroom
Discover educational resources to help prepare your company for tax season—or any season.
FAQs
You have questions, we have resources and answers.
Yes. Equity Advisory is a subscription service that Carta offers cap table customers to educate their employees on equity basics and the tax implications of holding equity in a private company. Learn more about pricing and plans here.
A tax advisor helps with taxes, while a financial advisor helps manage or invest your money. A financial advisor can’t give tax advice, and a tax advisor can’t give financial advice—unless you’re working with someone who is credentialed as both. Learn more here.
Once you’ve signed up, your employees will automatically be able to book time with an Equity Tax Advisor—right from their existing Carta account.
Equity Advisory is directly integrated with your cap table. The Equity Tax Advisors go into every session understanding each employee’s exact grant, strike price, and vesting status—along with accurate information about your company’s cap table and latest 409A valuation.
Optimize your equity tax benefit with QSBS. Carta's valuations team will determine QSBS eligibility, provide attestation letters, and develop personalized tax strategies for you and your employees. Learn more here.
Offer your team an equity tax education
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