We Can Help You Better Serve Your Clients

Does your client have stock that may be QSBS Eligible?

We can help you better serve your clients by validating QSBS eligibility. Whether your client is seeking to confirm that the company they invested in is a Qualified Small Business, or ensure their stock meets the individual requirements, we can provide assistance.

Fill out the form below to learn more about how we can work together to benefit your clients.

Unsure if your client’s holdings meet the core QSBS requirements?  Use this checklist to walk through the general criteria.


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