Qualified Small Business Stock (QSBS) Attestation

“Qualified Small Business Stock (QSBS) gives early investors and founders a 100% exemption on capital gains taxes for up to $10 million or 10X the investment on selling”.

Yes, QSBS exclusion is a tax benefit Section 1202 of the IRC offers to eligible shareholders to encourage startup funding and investments. However, some stakeholders and small businesses are unaware of how to fully benefit from this tax break, from owning QSBS shares to selling them later.

That’s why at Eqvista, we offer QSBS Attestation so businesses can help shareholders with possible tax benefits. The attestation verifies the shareholder’s eligibility for the QSBS and gives the investor or employee the necessary paperwork to file their taxes on selling their shares. Investors also request QSBS eligibility in the Seed to Series B stages of a company’s financing.

Why Choose Eqvista for QSBS Attestation?

QSBS Attestation is an important aspect of your tax savings and investor appeal, so you must receive it from a service provider that prioritizes quality. Here’s why you can choose Eqvista.

• Unmatched expertise: Our team is up-to-date with the latest knowledge of all QSBS regulations, so you can be sure your attestation is current and always in compliance with IRS guidelines.
• Process efficiency: We constantly improve our workflow to save you time. Since we have access to your cap table, you can avoid submitting financial records. We will verify your QSBS eligibility for every valuation.
• Client-centric service: Our expert team offers customized services according to your business requirements. You will have a dedicated staff to help you throughout the service.
• Competitive and affordable pricing: Eqvista’s services are 40-60% lower compared to what our competitors in the market offer. It’s budget-friendly and transparent at the same time.
• Data security: You will have access to our “Data Room”, where we secure and encrypt all data. Our methods provide safe document sharing and storage for data safety.
• Proactive alerts: Eqvista’s team will notify you of your QSBS eligibility. We will share the verification outcomes so you can make informed equity decisions.

Our Process

Eqvista offers QSBS Attestation in just three steps:

• Consultation: To begin with, we will have a brief discussion with you. In this stage, you can explain your company structure along with its goals and we will present the benefits of QSBS for you. It helps in proper organization of our strategy per your specifications.
• Assessment: Our specialists analyze your finances and stock issuances to verify the information against the criteria for QSBS qualification. We will run a more in-depth review of your business type, asset thresholds, time of asset holding, and more. It helps us affirm your eligibility to QSBS.
• Attestation: We will issue your QSBS attestation letter if you qualify. You will need this document for your investors’ tax planning.

Note: Eqvista’s services don’t stop here. We offer continuous support to help keep your QSBS status as your company grows.

Get Your QSBS Attestation Process Started Today

Making any significant financial decision requires expert assistance because maximizing the tax benefits of QSBS might be difficult to understand. Eqvista and our expert team are here to assist.

With Eqvista’s QSBS Attestation, you can avail of our expert guidance to get zero tax liability. Eqvista further simplifies it by verifying your QSBS eligibility every time you request a 409A valuation.

Our NACVA-certified team delivers audit-defensible valuation reports that will help confirm your eligibility for tax exemption. With our team of licensed experts, distinctive approach, and competitive price, it’s easy. Get started with our free initial consultation!