Carta Tax Advisory
Get help navigating
tax and equity questions
You’ve offered equity to your employees — make sure they understand the tax implications of stock ownership.
Tax Advisory at a Glance
We’ll take care of equity education so you can focus on growing your business
Our tax advisors walk your team through everything they need to know about the tax implications of holding equity — saving you time and protecting you against liability.
Equity deep-dives
We provide tailored educational content to help your employees make informed decisions about their equity awards.
Exercise planning
Our team helps employees understand potential risks and tax considerations for exercising at different stages of company growth.
Tax strategies
We cover tax strategies that help employees optimize their equity ownership, including capital gains and AMT planning.
How it Works
Comprehensive education and support for every employee
CUSTOMIZED EQUITY EDUCATION
Quarterly education sessions
Give new hires and existing employees the opportunity to ask our tax experts their burning questions about equity and taxes.
INDIVIDUALIZED SUPPORT
1-on-1 tax guidance
Offer unlimited 1:1 time with a dedicated tax advisor who can provide confidential and unbiased advice, at no cost to your employees.
Timely Education
Guidance during growth milestones
Carta advisors hold employee education sessions around milestones including: new 409A valuations, fundraising, and tender offers.
WHY EQUITY EDUCATION?
Eliminate equity and tax blindspots
Equity is a powerful component of compensation — but only if employees understand its true value. Show your team the value of their hard work and why equity matters.
Taxes on stocks
What you need to know
Equity 101
Equity 101 Part 3: How stock options are taxed
Employee resources
Introducing tax and estate planning valuations by Carta
