Taxes Collection | Carta
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.
Popular articles
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.
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.
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.
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.
Documents and forms
What is a Schedule K-1 tax form?
Understanding Form 1120-S: Tax return for an S-Corporation
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.
Understanding QSBS
The qualified small business stock (QSBS) tax benefit
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.
Popular tools
Tax season resources Learn more
Taxes and employee equity
Author: The Carta Team
Date: March 2024
featured article
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.
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).
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.
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.
Taxes
April 2026
The alternative minimum tax (AMT), explained
Learn about the alternative minimum tax (AMT), how it can create a tax liability when you exercise incentive stock options, and how to calculate AMT for your tax return.
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.
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.