Tax Advisory

Expert tax guidance and equity education for your team

You’ve made your employees owners—now empower them with expert resources that help them understand their equity’s potential.

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Offer actionable tax advice

Employees receive unlimited 1:1 sessions with Equity Tax Advisors who can address their individual grants, model tax scenarios, and answer 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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Access 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 scenario modeling

Tax strategies and exercise planning (1)

Tax scenario modeling

We cover tax strategies to help employees optimize their equity ownership, including capital gains and AMT planning. Our team carefully explains potential risks and tax considerations for exercising and selling equity at different stages of your company’s growth.

Equity deep dives

Equity deep dives

Equity deep dives

Through a customized webinar series, our experts help employees understand the type of equity they’ve been awarded, how exercise prices are determined, what 409A valuations are, and why vesting schedules are important.

Startup equity expertise

Expert tax guidance that works for you (1)

Startup equity expertise

The Equity Tax Advisory team comes from top-tier tax firms and brings decades of hands-on startup equity knowledge. We’ve conducted more than 1,000 one-on-one advisory sessions, with a 4.9 average CSAT.

Case study

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Case study

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

Empower your team with equity education