Equity Advisory Resources

Prepare for tax filing season

Tax filing timeline
Equity Advisory Resources

Prepare for tax filing season

Carta can help your company and employees understand key tax filing dates and provide resources to guide your employees this tax season.

Tax filing deadlines and forms

The first step of filing taxes correctly is to be aware of what forms you need to submit to the IRS and when they need to be submitted.

Check QSBS eligibility for potential tax savings

Check QSBS eligibility for potential tax savings

The Equity Advisory team will determine your QSBS eligibility, provide attestation letters for tax filing, and develop personalized tax strategies for you and your employees.

Key tax resources

Understand what tax forms are due to the IRS if you issued ISOs, NSOs, RSUs, or RSAs.

Support for employees

Help your employees prepare for tax season with the tax infographics below.

How stock options are taxed

How are stock options taxed?

How are stock options taxed?

If employees exercised and/or sold options this year, here’s what they need to know.

About Carta Equity Advisory

About Carta Equity Advisory

Equity Advisory helps employees understand how their equity compensation is taxed via webinars, personalized 1:1 sessions and on-demand content—saving your company time and resources.

Empower your team this filing season and beyond

Carta Equity Advisory helps employees make informed decisions about their equity and taxes, on the same platform they already receive equity.