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.

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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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Check QSBS eligibility

Carta verifies whether your company qualifies for favorable tax treatments like Qualified Small Business Stock.

Meet Carta’s Equity Tax Advisors

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

Over 4,700 one-on-one sessions hosted with an average 4.9 out of 5.0 Customer Satisfaction Score

Customized tax modeling

Tax strategies and exercise planning (1)

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.

QSBS eligibility check

Tax planning QSBS

QSBS eligibility check

You can save up to $10M in capital gains with the Qualified Small Business Stock (QSBS) tax break. Our Tax Advisory team will determine QSBS eligibility, provide attestation letters, and develop personalized tax strategies for you and your employees.

Equity deep dives

Equity deep dives

Equity deep dives

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

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Empower your team with equity education