How to maximize and secure your QSBS tax benefits

Learn how Carta’s end-to-end platform helps founders, employees, and investors document qualified small business stock (QSBS) eligibility, automate attestations, and scale savings through exit.

Understand QSBS: Mastering the fundamentals of tax-free gains

Qualified Small Business Stock (QSBS) Tax Benefit | Carta

Qualified small business stock, explained

Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.

A founder’s guide to QSBS

Read our free, comprehensive guide on how startup founders can navigate the nuances of QSBS and maintain their company’s qualified small business status.

Are you eligible? Protect your QSBS tax break

Avoid these common pitfalls that can jeopardize your QSBS status in light of recent legislation expanding the rules and benefits of QSBS.

How Carta expanded your QSBS access

Thanks to Carta, QSBS can allow eligible shareholders to exclude up to $15 million (or 10x basis) in gains from federal taxes.

Learn how

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Customer stories

The benefit of a QSBS exemption can be huge for founders. … From my perspective, founders should have their QSBS attestations done as early as possible.

Sivan Cotel, CFO, Mezcalum

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

It feels great to direct employees to an Equity Tax Advisor who knows QSBS and early exercising intimately and can legally answer their individual tax questions.

Carl Olson, Senior Director of Finance and Administration, Luminary Cloud

Carta's QSBS attestation has saved me hours of future headaches with investors around providing QSBS details and eligibility, allowing me to focus on fundraising and running my business.

Sumeet Vaidya, CEO, Crafting

Beyond the platform: Expert QSBS guidance

QSBS attestation

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Equity Advisory

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Equity management

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See Carta QSBS attestation in action

QSBS lives on Carta

Carta's QSBS services help founders, employees, and investors make the most of their QSBS tax break and keep capital gains taxes as low as possible.

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