Equity Advisory

Empower your team with equity tax education

Leverage real, actionable tax strategies from real experts to help your team make informed decisions on their equity compensation.

Schedule a call Take a video tour

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Help your team understand their equity compensation with advice on exercising and selling decisions, all from experienced Equity Tax Advisors.

Unlimited 1:1 equity education sessions
Review all equity grants
Understand the cost of exercising options

Equity Advisory UI | Benefit | Product Page | "Give a tailored equity education"

Meet your advisors

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

Get to know the advisors

Employee support, backed by decades of experience

See why 1:1s with Carta’s Equity Tax Advisors receive an average 4.9 out of 5.0 Customer Satisfaction Score across 4,700 sessions.

Approachable tax expertise

Get unlimited 1:1 sessions to ask quick questions or discuss complex scenarios.

Develop strategies

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Help your team understand the cost and tax implications of exercising options.

Company-wide education

Set up webinars twice a year to walk your team through their equity awards.

Seamless scheduling

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Easily book sessions and receive key notifications through a Slack integration.

Trusted by over 50,000 companies

It has completely revolutionized our business. I'm always telling my peer companies, if you're not on Carta, you're just telling investors and employees that you don't care to be transparent and accountable.

Mac Clemmens

Founder, Streamline

Having Equity Advisory is a huge benefit to our employees and me. Now, I have a clear place to offload tax and equity questions, so I don’t have to sit in that sticky middle of what I can say vs. what I can’t say.

Carl Olson

Senior Director of Finance, Luminary Cloud

Within two days of hearing about Carta Equity Advisory, we signed up and were onboarded quickly. We’ll never go back. It was one of the easiest software decisions we’ve ever made.

Eric Mogil

Chief Growth Officer, RADAR

Answering equity FAQs

Learn how to answer equity compensation and tax questions from your employees.

Tax season prep

Offer your employees the resources and key dates they’ll need as a guide to a smooth tax season.

How are options taxed?

This article provides information for employees who exercised and/or sold options this year.

Carta Classroom

Discover educational resources to help prepare your company for tax season—or any season.

FAQs

You have questions, we have resources and answers.

Yes. Equity Advisory is a subscription service that Carta offers cap table customers to educate their employees on equity basics and the tax implications of holding equity in a private company. Learn more about pricing and plans here.

A tax advisor helps with taxes, while a financial advisor helps manage or invest your money. A financial advisor can’t give tax advice, and a tax advisor can’t give financial advice—unless you’re working with someone who is credentialed as both. Learn more here.

Once you’ve signed up, your employees will automatically be able to book time with an Equity Tax Advisor—right from their existing Carta account.

Equity Advisory is directly integrated with your cap table. The Equity Tax Advisors go into every session understanding each employee’s exact grant, strike price, and vesting status—along with accurate information about your company’s cap table and latest 409A valuation.

Optimize your equity tax benefit with QSBS. Carta's valuations team will determine QSBS eligibility, provide attestation letters, and develop personalized tax strategies for you and your employees. Learn more here.