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
Small businesses owners and entrepreneurs can use these tax planning strategies to save on taxes and maximize business growth.

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

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

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.

Understanding QSBS

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.

Popular tools

QSBS calculator \ View tool
2025 AMT calculator \ View tool
Tax season resources \ Learn more

Taxes and employee equity

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.

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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).

Learn about stock options taxes, including the tax treatment differences between ISOs and NSOs, holding periods, exercising, and the alternative minimum tax.

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.

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.

Learn how a cashless exercise of stock options works, including tax implications to consider when exercising ISOs or NSOs.

The ISO $100K limit prevents employees from treating more than $100,000 worth of exercisable options as incentive stock options in a single year.