Equity Advisory

Empower your team with equity tax education

Leverage real, actionable tax strategies from real experts to help your team make informed decisions on their equity compensation.

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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
Equity Advisory UI | Benefit | Product Page | "Give a tailored equity education"
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
Equity Advisory UI | Benefit | Product Page | "Get expert tax advise for your team"
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
Equity Advisory UI | Benefit | Product Page | "Provide support beyond tax season"

Meet your advisors

Available for unlimited 1:1 sessions, hosting company-wide webinars, and featured in our on-demand education.

Get to know the advisors

See how simple it is to book a session with an Equity Tax Advisor.

Take an interactive tour

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
Equity Advisory UI | Feature | Product Page | "Approachable tax expertise"
Get unlimited 1:1 sessions to ask quick questions or discuss complex scenarios.
Develop strategies
UI showing multiple scenarios for managing equity
Help your team understand the cost and tax implications of exercising options.
Company-wide education
UI of video session for company wide education on equity advisory
Set up webinars twice a year to walk your team through their equity awards.
Seamless scheduling
UI of booking a session with equity advisor
Easily book sessions and receive key notifications through a Slack integration.
Equity Advisory UI | Feature | Product Page | "Approachable tax expertise"

Trusted by over 40,000 companies

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To be able to point our employees to an equity and tax expert for all their questions has been such a relief. It feels good knowing we can provide personalized equity tax advice to all employees as we scale.
Matthew Garben
Head of Operations, StreetMetrics
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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
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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

Related resources

Answering equity FAQs

Learn how to answer equity compensation and tax questions from your employees in this webinar.

Tax season prep

Offer your employees the resources and key dates they’ll need as a guide to a smooth tax season.

How are options taxed?

This article provides information for employees who exercised and/or sold options this year.

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.
Do I need to be a Carta customer to access Equity Advisory?

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 .

What’s the difference between a tax advisor and a financial advisor?

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 .

Who is eligible for Equity Advisory?

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.

How does Equity Advisory work with my cap table?

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.

What other tax related services does Carta offer?

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 .