Tax Ready Already - Startup | Carta
Tax savings are already waiting
Powerful potential for QSBS savings. Tailored advice for your team with Equity Advisory. Meet the two connected tools that transform your equity platform into a tax advantage.
Meet QSBS Meet Equity Advisory
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82% of Carta QSBS users discovered they were eligible for tax savings—despite having little or no prior knowledge.*
QSBS is definitely worth it. Considering we leverage Carta for all of our equity management, using the same platform to get the necessary documentation for QSBS saved us time by giving us a one-stop shop and saved us headaches of potentially working with different parties to get this documentation.
Reas Macken
COO, CognitOps
Carta's QSBS attestation has saved me hours of future headaches with investors around providing QSBS details and eligibility, allowing me to focus on fundraising and running my business.
Sumeet Vaidya
CEO, Crafting
With Equity Advisory, our employees have access to unlimited 1:1 sessions with a tax advisor who specializes in startup equity. They know our latest 409A, can see how much equity and what type each of our employees have, and know which shares are QSBS-eligible.
Eric Mogil
Chief Growth Officer, RADAR](https://fund-forecasting@carta.com/customer-stories/radar/?ir=c_corps_tasp_quote3)
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Capitalize on capital gains
The QSBS tax exclusion can help you and your shareholders qualify for big tax benefits. Use our free calculator to see how much you could save.
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Equity answers, at the ready
Empower your team with personalized 1:1 equity tax guidance—with advisors who are already plugged right into their equity details.
The best tax relief? Education.
Get free resources to help you stay savvy this season.
QSBS explained
Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.
View more](https://fund-forecasting@carta.com/learn/startups/tax-planning/qsbs/?ir=c_corps_tasp_learn1)
Taxes on equity
Having a solid understanding of how equity is taxed will help you make smart decisions as you earn equity, exercise your options, and sell your shares.
View more](https://fund-forecasting@carta.com/learn/equity/equity-taxes/?ir=c_corps_tasp_learn2)
Company tax reporting
Check out our visual, step-by-step guide for understanding when and how to report taxes related to your stakeholder’s ISOs, NSOs, RSUs, and RSAs.
View more](https://fund-forecasting@carta.com/learn/resources/company-tax-reporting/?ir=c_corps_tasp_learn3)
2025 tax season recap
Watch as Carta’s tax experts debrief the 2025 tax season and help your startup stay ahead of what’s next.
View more](https://fund-forecasting@carta.com/events/2025-tax-season/?ir=c_corps_tasp_learn4)
Be equity tax-ready, already
Book a demo to learn how Carta keeps you ready for potential savings and fewer tax surprises.
*Based on responses to a Carta QSBS customer UserEvidence survey conducted in June 2025.