A founder’s guide to QSBS

The QSBS exclusion could save you, your employees, and your investors millions of dollars in taxes when selling eligible company shares. But the requirements for companies and shareholders can be complex.

So, we’ve put together a free guide to help startup founders navigate the nuances of QSBS and maintain their company’s qualified small business (QSB) status. It offers comprehensive and actionable guidance on:

  • QSBS benefits and requirements

  • Essential QSBS documentation

  • Best practices for annual tax filing

  • Factors that can impact QSBS eligibility

Expert QSBS support from Carta

Carta can confirm your company’s QSB status, provide annual attestation letters, and help you maintain eligibility—all for a fraction of the cost of using a traditional provider. Find out how to optimize your equity tax benefit with Carta.

DISCLAIMER: The following terms apply to your use of this document and your agreement to these terms is required before you are permitted to use this document. This document is provided for your reference only and is not intended to serve as legal, tax, or financial advice. You acknowledge and agree that the making available of this document to you by eShares, Inc. dba Carta, Inc. (“Carta”) shall not constitute the provision of legal service or other professional service by Carta. You should seek advice from an attorney licensed in the relevant jurisdiction(s), tax professionals, accounting professionals, and financial professionals before relying on this document. You further agree and acknowledge that this document has not been prepared with your specific circumstances in mind, may not be suitable for use in your business, and does not constitute tax advice. Relying on this document, you assume all risk and liability that may result.

USE OF THIS DOCUMENT IS ENTIRELY AT YOUR OWN RISK. This document is provided “as is” without warranty of any kind, either express, implied, or statutory, including without limitation, warranties of merchantability, fitness for a particular purpose, satisfactory purpose, title or noninfringement. Some jurisdictions do not allow the exclusion of implied warranties, so these exclusions may not apply to you.

© 2026 eShares, Inc. dba Carta, Inc. All rights reserved. Reproduction prohibited.