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.
You’ve made your employees owners—now empower them with access to expert tax advisors and resources to understand their equity’s potential.
Employees receive unlimited 1:1 sessions with Equity Tax Advisors who can address their grants, model tax scenarios, and tax obligation questions.
Our accredited Equity Tax Advisors field all of your employees’ equity questions, freeing up time for your finance, HR, and legal teams.
Employees use the same trusted platform where they already receive equity updates, with no need to set up a new account.
We help your employees optimize their equity ownership by explaining potential risks and tax considerations for exercising and selling equity at different company stages.
With a customized webinar series, our experts guide your employees through their equity awards, exercise prices, 409A valuations, and why vesting schedules are important.
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.
I’ve been through equity education trainings in the past that weren’t from tax advisors, and it was frustrating to always hear, ‘It depends on your situation.’
With Carta, it’s been ‘What is your situation?’ and here’s a definite answer. It’s been refreshing and very, very helpful.
Xcell Biosciences partners with Carta Tax Advisory to educate and empower employees around their equity compensation.