QSBS Certification

Are your company’s shareholders eligible for the biggest tax deduction in the entire US tax code? The “Qualified Small Business Stock” (Sec. 1202) rule could save your stockholders millions of dollars, but only if you qualify. 

The IRS routinely challenges taxpayers who invoke this deduction because it costs them millions of dollars every time a qualifying business is sold. A QSBS certification letter means your shareholders are prepared when the IRS tries to collect the almost unlimited benefits they could be entitled to, not to mention penalties and interest. 

Reach out to one of our experienced tax research professionals today for a comprehensive evaluation of your company’s equity structure and the QSBS compliance status of all current and future outstanding shares. 

For a single fee you will receive individual certification letters for the company and all current shareholders. You will also receive an in-depth evaluation of the current potential savings under this rule for all shareholders, as well as recommendations for additional tax savings given the current and projected financial status of the organization. 

Reach out today for more information about this essential documentation to protect your company’s shareholders!