Tax Advisory

Get expert tax advice and equity education for your team

You’ve made your employees owners—now empower them with access to expert tax advisors and resources to understand their equity’s potential.

Equity & Tax Planning by Carta 1

Meet the equity tax advisors

Angelina Lam, Tax Advisor, Carta
Angelina Lam
Senior Equity Tax Advisor
Chris Pun, Tax Advisor, Carta
Chris Pun
Senior Equity Tax Advisor
Sean Dugan, Tax Advisor, Carta
Sean Dugan
Senior Equity Tax Advisor

Bringing decades of startup equity knowledge to help Carta customers

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Offer actionable tax advice

Employees receive unlimited 1:1 sessions with Equity Tax Advisors who can address their grants, model tax scenarios, and tax obligation questions.

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Reduce operational burden

Our accredited Equity Tax Advisors field all of your employees’ equity questions, freeing up time for your finance, HR, and legal teams.

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Provide a turnkey solution

Employees use the same trusted platform where they already receive equity updates, with no need to set up a new account.

Tax strategies and exercise planning (1)

Customized tax modeling

Customized tax modeling

We help your employees optimize their equity ownership by explaining potential risks and tax considerations for exercising and selling equity at different company stages.

Equity deep dives

Equity deep dives

Equity deep dives

With a customized webinar series, our experts guide your employees through their equity awards, exercise prices, 409A valuations, and why vesting schedules are important.

Expert tax guidance that works for you (1)

Startup equity expertise

Startup equity expertise

Conducting over 1,900 one-on-one advisory sessions at a 4.9 average customer satisfaction score, the Equity Tax Advisory team will bring their decades of startup equity knowledge from top-tier tax firms to help your employees.

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Case study

Case study

Xcell Biosciences partners with Carta Tax Advisory to educate and empower employees around their equity compensation.

Empower your team
with equity education