Discover premium tax resources for startups and small businesses

Our custom calculators, expert-written articles, and webinars will help prepare your company for tax season—or any season.
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Popular articles

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Author: The Carta Policy Team
Date: October 2023
featured article
Tax planning for small businesses
Small businesses owners and entrepreneurs can use these tax planning strategies to save on taxes and maximize business growth.
Business tax deadlines 2026: Corporations and LLCs
Founder Education
March 2026
Business tax deadlines 2026: Corporations and LLCs
Key tax deadlines are coming up in 2026 for LLC and corporation businesses. Here are the dates and IRS forms you need to know.
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How taxes work for LLCs
Founder Education
April 2025
How taxes work for LLCs
Learn how LLC taxation works, what makes LLCs “pass-through” entities, how different types of equity are taxed, and why LLCs avoid double taxation.
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Tax advisors
Equity Education
November 2022
Tax advisors
A tax advisor works with you to model different scenarios that can help minimize your tax liability while staying compliant with the U.S. tax code.
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Documents and forms

What is a Schedule K-1 tax form?

Understanding Form 1120-S: Tax return for an S-Corporation

What is Form 3921?

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Meet Carta’s Equity Tax Advisors
Our team is available for unlimited 1:1 sessions, hosting company-wide webinars, and featured in our on-demand education videos.
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Understanding QSBS

The qualified small business stock (QSBS) tax benefit

Introducing QSBS Attestation

QSBS stacking and packing

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How to pay less taxes on your startup shares
In this episode of Startup Essentials, we break down all the basics that founders, employees, and investors need to know about QSBS — a federal tax exclusion that could provide an enormous tax break when selling shares of a company.
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Popular tools

QSBS calculator

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2025 AMT calculator

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Tax season resources

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Taxes and employee equity

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Author: The Carta Team
Date: March 2024
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Form 6251 and AMT
IRS Form 6251 is a worksheet that helps you determine if you owe AMT and how much. You can also calculate your estimated AMT using our AMT calculator.
Filing an 83(b) election: What every founder needs to know
Equity
January 2026
Filing an 83(b) election: What every founder needs to know
Learn what a Section 83(b) election is and how it can lower your future tax bill. Get clarity on important due dates, filing information, and what to include in form 83(b).
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How stock options are taxed: A complete guide
Equity
January 2026
How stock options are taxed: A complete guide
Learn about stock options taxes, including the tax treatment differences between ISOs and NSOs, holding periods, exercising, and the alternative minimum tax.
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How to answer three common employee stock option tax questions
Founder Education
October 2022
How to answer three common employee stock option tax questions
Learn how to think about answering questions about stock options and taxes—and when you should direct employees to a third-party Equity Tax Advisor.
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Alternative minimum tax (AMT)
Equity Education
February 2026
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISOs)? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return.
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Cashless exercise
Employee Resource Center
June 2024
Cashless exercise
Learn how a cashless exercise of stock options works, including tax implications to consider when exercising ISOs or NSOs.
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The $100K ISO limit
Equity Education
July 2022
The $100K ISO limit
The ISO $100K limit prevents employees from treating more than $100,000 worth of exercisable options as incentive stock options in a single year. Learn more.
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Latest articles

The year-round problem with seasonal tax thinking
Fund Tax
April 2026
The year-round problem with seasonal tax thinking
The seasonal fund tax model costs you time, transparency, and accuracy. Learn why year-round integration between fund administration and tax is the only way to ensure fast K-1 delivery and continuous compliance.
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Venture capital tax treatment
Investors
March 2026
Venture capital tax treatment
Learn about the tax treatment of venture capital funds, including the treatment of management fees and carried interest, special considerations like QSBS, and what LPs expect from your fund during tax season.
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Why your K-1s are late: Who’s responsible?
Fund Tax
March 2026
Why your K-1s are late: Who’s responsible?
Discover the hidden cost of manual coordination and how an integrated platform eliminates months of tax season friction.
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Business tax deadlines 2026: Corporations and LLCs
Founder Education
March 2026
Business tax deadlines 2026: Corporations and LLCs
Key tax deadlines are coming up in 2026 for LLC and corporation businesses. Here are the dates and IRS forms you need to know.
View
Why your K-1 is late (and what to expect this tax season)
Fund Tax
March 2026
Why your K-1 is late (and what to expect this tax season)
Discover why your Schedule K‑1 is consistently delayed, and how an integrated fund admin and tax platform can help your fund deliver K‑1s earlier—often ahead of the March 15 partnership return deadline for funds that aren’t waiting on lower‑tier K‑1s.
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Why your K-1s are late: Who’s responsible?
Fund Tax
March 2026
Why your K-1s are late: Who’s responsible?
Learn how integrated systems eliminate the data handoff problem, help deliver K-1s faster, strengthen LP trust, and reduce compliance overhead.
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QSBS rollovers: A founder’s guide to the Section 1045 rollover
QSBS
February 2026
QSBS rollovers: A founder’s guide to the Section 1045 rollover
Learn how to preserve qualified small business stock (QSBS) eligibility through an IRC Section 1045 rollover and how eligible taxpayers can report a QSBS rollover.
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Qualified small business stock (QSBS)
Educational Essentials
February 2026
Qualified small business stock (QSBS)
Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.
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Alternative minimum tax (AMT)
Equity Education
February 2026
Alternative minimum tax (AMT)
Did you exercise incentive stock options (ISOs)? Learn what the alternative minimum tax (AMT) is and how to calculate it for your tax return.
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