Introducing Session Types for Tax Advisory
What's new
Employees who have access to Carta Tax Advisory through their employer may now choose from up to four different tax advisory session types. This aims to provide transparency and flexibility so you can have the conversation that's right for you.
Who this affects
US-based employees subscribed to Carta Tax Advisory through their employer
How it works
Scheduling a session
Log in to your Carta employee account, navigate to the Tax advice tab.
From there, click on "Book a free session" to browse different session types.
Once you're on the session type selection page, you'll see a brief outline on how to schedule and a selection of three to four different session types.
Select the session type that's right for you and click "Schedule free session" to book a time with a tax advisor.
If you're not quite sure where to start, we recommend starting with the "Understand equity basics" session type to learn about your equity and taxes at a high level.
Note: The "Discuss tender offer participation" session type only appears if your company is currently undergoing a tender offer.
Preparing for a session
Session types: Discuss tender offer participation | Create tax scenarios
Once you've scheduled a time to speak with a tax advisor, you'll be prompted to upload a few documents. Tax advisors will create personalized tax scenarios using this information so you can have the most accurate tax picture.
If you don't have these documents on hand now, you can skip this step for later. However, you must upload documents at least 24 hours before your session so advisors have enough time to prepare.
You'll receive a calendar invite with a zoom link to attend your session at your scheduled time. You can also see this information in your tax advice tab in Carta, with the option to reschedule or cancel using the "View details" button.
Session types: Ask a quick question | Understand equity basics
Once you've scheduled a time to speak with a tax advisor, there's nothing else you need to prepare ahead of your session.
You'll receive a calendar invite with a zoom link to attend your session at your scheduled time. You can also see this information in your tax advice tab in Carta, with the option to reschedule or cancel using the "View details" button.
