QSBS attestation
Optimize your equity tax benefit with QSBS
Unlock a powerful benefit
Rely on a dedicated team of experts to simplify the traditionally complicated QSBS process, so you can save on your equity taxes.
- Establish your company’s eligibility dates
- Easy qualification process
- Detailed list of eligible securities
Get personalized, accurate reviews
Give your shareholders confidence with automatic notifications on whether any of their shares are QSBS-verified or eligible to easily stay informed.
- Centralized admin dashboard
- In-product tagging of eligible securities
- Personalized QSBS letters
Stay audit-ready, 24/7
Receive continual support on QSBS tax exemption implications and work with experts to develop strategies for maintaining eligibility.
- Get automatic annual eligibility checks
- Access records of previous assessments
- Unlimited support for maintaining QSB-status
What is QSBS?
Understand what the Qualified Small Business Stock tax exemption is, and why it's so important.
Looking for equity tax advice? Provide your team support from real experts.
Navigate QSBS benefits with the experts
Get guidance and dedicated support to make the most of your QSBS eligibility.
Determine timelines
Establish the dates of your company's eligibility and easily monitor QSB status.
Trusted by over 50,000 companies
I was able to use Carta to track everything and do things in a way that kept us QSBS-qualified, to manage transactions, and keep all paperwork clean.
Mac Clemmens
Founder, Streamline
A lot of places were asking $20,000 just for the QSBS attestation letter, which didn’t seem to offer much value when we still had to field all the employee questions.
Carl Olson
Senior Director of Finance, Luminary Cloud
We loved that we didn’t have to have different firms for our cap table management, 409A valuations, and QSBS attestation letter. The fact that Carta does it all makes things so much easier.
Eric Mogil
Chief Growth Officer, RADAR
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Related resources
- Article
What is QSBS?
Learn everything you need to know about Qualified Small Business Stock exclusions and why it matters.
- Article
QSBS Calculator
Calculating QSBS can be complicated. Download the free tool to help determine your eligibility.
- Article
QSBS benefits
Understand the ins and outs of QSBS from qualifications and risks, to protecting your tax benefits.
- Collections
Carta Classroom
Discover educational resources on QSBS to prepare you for the next stage of your company.
FAQs
You have questions, we have resources and answers.
Optimize your equity tax benefit
DISCLOSURE: This communication is on behalf of eShares Inc., dba Carta, Inc. (“Carta”). This communication is not to be construed as legal, financial, accounting, or tax advice and is for informational purposes only. This communication is not intended as a recommendation, offer or solicitation for the purchase or sale of any security. Features and pricing subject to change. Carta does not assume any liability for reliance on the information provided herein.
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