Tax savings are already waiting
Powerful potential for QSBS savings. Tailored advice for your team with Equity Advisory. Meet the two connected tools that transform your equity platform into a tax advantage.
82% of Carta QSBS users discovered they were eligible for tax savings—despite having little or no prior knowledge.*
QSBS is definitely worth it. Considering we leverage Carta for all of our equity management, using the same platform to get the necessary documentation for QSBS saved us time by giving us a one-stop shop and saved us headaches of potentially working with different parties to get this documentation.
Reas Macken
COO, CognitOps
Carta's QSBS attestation has saved me hours of future headaches with investors around providing QSBS details and eligibility, allowing me to focus on fundraising and running my business.
Sumeet Vaidya
CEO, Crafting
With Equity Advisory, our employees have access to unlimited 1:1 sessions with a tax advisor who specializes in startup equity. They know our latest 409A, can see how much equity and what type each of our employees have, and know which shares are QSBS-eligible.
Eric Mogil
Chief Growth Officer, RADAR
Capitalize on capital gains
Capitalize on capital gains
The QSBS tax exclusion can help you and your shareholders qualify for big tax benefits. Use our free calculator to see how much you could save.
Equity answers, at the ready
Equity answers, at the ready
Empower your team with personalized 1:1 equity tax guidance—with advisors who are already plugged right into their equity details.
The best tax relief? Education.
Get free resources to help you stay savvy this season.
Be equity tax-ready, already
*Based on responses to a Carta QSBS customer UserEvidence survey conducted in June 2025.