QSBS attestation

Optimize your equity tax benefit with QSBS

Pay fewer taxes on your equity and increase stakeholder profits with the Qualified Small Business Stock (QSBS) tax exemption.

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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
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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
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Receive continual support on QSBS tax exemption implications and work with experts to develop strategies for maintaining eligibility.
  • Automatic eligibility checks with every 409A
  • Access records of previous assessments
  • Unlimited support for maintaining QSB-status
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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.

Learn more

Navigate QSBS benefits with the experts

Get guidance and dedicated support to make the most of your QSBS eligibility.
Determine timelines
UI of QSB Status with eligible shares
Establish the dates of your company's eligibility and easily monitor QSB status.
Easily identify eligible shares
UI of QSBS Status with eligibility and share amount
Determine which securities meet the holding requirements for QSBS.
Receive attestation letters
UI of QSBS letters and status
Get documentation for tax filing purposes within ten business days.
Access expert support
UI of scheduling a session with QSBS team
Create strategies in order to maintain QSB status with easy to book sessions.
UI of QSB Status with eligible shares

Trusted by over 40,000 companies

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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
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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
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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

Related resources

What is QSBS?

Learn everything you need to know about Qualified Small Business Stock exclusions and why it matters.

QSBS Calculator

Calculating QSBS can be complicated. Download the free tool to help determine your eligibility.

QSBS Eligibility

Watch experts break down QSBS: from eligibility to requirements to how your business can take advantage.

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.
Do I need to be a Carta customer to access QSBS Attestation?

Yes, you need to be onboarded onto Carta to request QSBS Attestation. Learn more about pricing and plans here .

How can I verify QSBS eligibility?

Carta’s team of tax experts reviews your QSBS eligibility for you – so that you can be 100% certain you qualify before making important financial decisions.

If you are eligible, you can see which shares qualify directly from your dashboard after your attestation letter is issued.

Why should I get a QSBS eligibility review annually?

A company’s QSBS status can change if it receives additional financing, expands into a new product line or service, or conducts a secondary sale, such as a tender offer to repurchase shares.

How will a QSBS attestation letter help me stay audit-ready?

Carta issues an attestation letter each year that you can attach to your tax returns to certify that your company was QSB eligible when you were issued your equity. 

We then tag each security on your Carta portfolio to ensure you meet the five-year holding requirement.

What other tax related services does Carta offer?

Carta offers Equity Advisory that includes companywide webinars and one-on-one sessions with accredited Equity Tax Advisors to help your employees understand their equity’s potential. Learn more here .

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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