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 Resources - Dates | Tax Filing Season Timeline
Key dates

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.

Resources

Support for employers

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

QSBS eligibility

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.

Learn more about QSBS

Support for employees

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

Carta Equity Advisory

Help employees understand how their equity compensation is taxed with webinars, personalized 1:1 sessions, and on-demand content.

Learn more about Equity Advisory

How stock options taxed: everything you need to know about exercised or sold options this year.

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