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
Title: Tax planning for small businesses
Description: Small businesses owners and entrepreneurs can use these tax planning strategies to save on taxes and maximize business growth.
Author: Founder Education
Date: March 2026
Title: Business tax deadlines 2026: Corporations and LLCs
Description: Key tax deadlines are coming up in 2026 for LLC and corporation businesses. Here are the dates and IRS forms you need to know.
Author: Founder Education
Date: April 2025
Title: How taxes work for LLCs
Description: Learn how LLC taxation works, what makes LLCs “pass-through” entities, how different types of equity are taxed, and why LLCs avoid double taxation.
Author: Equity Education
Date: November 2022
Title: Tax advisors
Description: 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
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.
Watch now
Popular tools
Tax season resources Learn more
Taxes and employee equity
Author: The Carta Team
Date: March 2024
Title: Form 6251 and AMT
Description: 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.
Author: Equity
Date: January 2026
Title: Filing an 83(b) election: What every founder needs to know
Description: 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).
Author: Equity
Date: January 2026
Title: How stock options are taxed: A complete guide
Description: Learn about stock options taxes, including the tax treatment differences between ISOs and NSOs, holding periods, exercising, and the alternative minimum tax.
Author: Founder Education
Date: October 2022
Title: How to answer three common employee stock option tax questions
Description: 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.
Author: Taxes
Date: April 2026
Title: The alternative minimum tax (AMT), explained
Description: 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.
Author: Employee Resource Center
Date: June 2024
Title: Cashless exercise
Description: Learn how a cashless exercise of stock options works, including tax implications to consider when exercising ISOs or NSOs.
Author: Equity Education
Date: July 2022
Title: The $100K ISO limit
Description: 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.