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

Tax planning for small businesses

Author: The Carta Policy Team Date: October 2023 Small businesses owners and entrepreneurs can use these tax planning strategies to save on taxes and maximize business growth.

Business tax deadlines 2026: Corporations and LLCs

Founder Education Date: March 2026 Key tax deadlines are coming up in 2026 for LLC and corporation businesses. Here are the dates and IRS forms you need to know.

How taxes work for LLCs

Founder Education Date: April 2025 Learn how LLC taxation works, what makes LLCs “pass-through” entities, how different types of equity are taxed, and why LLCs avoid double taxation.

Tax advisors

Equity Education Date: November 2022 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

What is Form 3921?

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.

The qualified small business stock (QSBS) tax benefit

Introducing QSBS Attestation

QSBS stacking and packing

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.

QSBS calculator

2025 AMT calculator

Tax season resources

Taxes and employee equity

Form 6251 and AMT

Equity Date: January 2026 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.

Filing an 83(b) election: What every founder needs to know

How stock options are taxed: A complete guide

How to answer three common employee stock option tax questions

The alternative minimum tax (AMT), explained

Cashless exercise

The $100K ISO limit