# Equity Advisory

## Empower your team with equity tax education

Leverage real, actionable tax strategies from real experts to help your team make informed decisions on their equity compensation.

[Schedule a call](https://fund-forecasting@carta.com/demo/equity-advisory/?ir=corps-tax-hero1) [Take a video tour](https://fund-forecasting@carta.com/tour/video/?ir=%20corps-tax-hero2)

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Key benefits

01

### Give tailored equity education

Help your team understand their equity compensation with advice on exercising and selling decisions, all from experienced Equity Tax Advisors.

- Unlimited 1:1 equity education sessions  
- Review all equity grants  
- Understand the cost of exercising options

02

### Get expert tax advice for your team

Go beyond education with personalized strategies to help employees understand the value, cost, and tax implications of their equity.

- Get insights on tax breaks and credits  
- Model tax scenarios for exercising or selling  
- Design equity plans that optimize tax benefits

03

### Provide support beyond tax season

Give your team year-round access to on-demand educational resources on equity awards, vesting schedules, valuations, and more.

- Tailored company-wide webinars  
- Access videos covering equity and tax basics  
- Reduce operational burden from your HR, finance, and legal team

## Meet your advisors

Available for unlimited 1:1 sessions, hosting company-wide webinars, and featured in our on-demand education.

[Get to know the advisors](https://fund-forecasting@carta.com/learn/startups/tax-planning/tax-advisor/#meet-carta's-equity-tax-advisors)

## Employee support, backed by decades of experience

See why 1:1s with Carta’s Equity Tax Advisors receive an average 4.9 out of 5.0 Customer Satisfaction Score across 4,700 sessions.

Core Features

- Approachable tax expertise  
- Develop strategies  
- Company-wide education  
- Seamless scheduling

### Approachable tax expertise

Get unlimited 1:1 sessions to ask quick questions or discuss complex scenarios.

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## FAQs

You have questions, we have resources and answers.

### Do I need to be a Carta customer to access Equity Advisory?

### What’s the difference between a tax advisor and a financial advisor?

### Who is eligible for Equity Advisory?

### How does Equity Advisory work with my cap table?

### What other tax related services does Carta offer?

## Offer your team an equity tax education

Leverage real, actionable tax strategies from real experts to help your team make informed decisions on their equity compensation.

[Schedule a call](https://fund-forecasting@carta.com/demo/equity-advisory/?ir=corps-tax-end1) [View pricing & plans](https://fund-forecasting@carta.com/plans/equity-management/?ir=corps-tax-end2)