Shelby Whitefield, CPA

Shelby is a CPA with over 10 years of experience in tax accounting and compliance. Currently, Shelby works in Tax Operations at Carta, helping to bridge the gap between technical tax advisory and product development to build better solutions for customers.

Latest from Shelby Whitefield, CPA

Educational Essentials
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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Product Education
January 2026
Give the gift of clarity: Express K-1s
Provide your investors with actionable tax estimates well ahead of deadlines. Bypass the delays that come with disconnected platforms.
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Employee Resource Center
July 2025
Capital gains
Capital gains are profits you make from selling a capital asset. Learn the difference between short-term and long-term capital gains and how taxes work for each.
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