Equity Advisory | Carta
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.
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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.
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.
Trusted by over 50,000 companies
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.