Equity Advisory Resources
Prepare for tax filing 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 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.
Go beyond tax season basics
Done with the basics? Let's unlock your equity's true value with powerful tax strategies and QSBS analysis.