Accountants for QSBS Holders in Connecticut
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Featured Accountants
YOLO Numbers
4 Client Reviews
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
OLarry
4 Client Reviews
"We started working with OLarry in 2024 for a handful of tax purposes We have been very happy with their ability to 1) optimize our taxes and find savings 2) provide constant communication 3) deliver filings on time and 4) help plan for our future"
Anchor
3 Client Reviews
"My experience with them has been fantastic. They make it super easy for me to stay hands off while still giving me all the important financial info I need. Would highly recommend!"
Accountants
Iota Finance
YOLO Numbers
"Great! They took some really messy books, cleaned them up, did much better tax planning than my former accountant.
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
Before I was really stressed about my accounting. My I have a solid team and a system backing me up!"
ECOM CPA
OLarry
"We started working with OLarry in 2024 for a handful of tax purposes We have been very happy with their ability to 1) optimize our taxes and find savings 2) provide constant communication 3) deliver filings on time and 4) help plan for our future"
CPA on Fire - Concierge Tax Strategy & Advisory
Anchor
"My experience with them has been fantastic. They make it super easy for me to stay hands off while still giving me all the important financial info I need. Would highly recommend!"
Anomaly CPA
Purewater Financial
The SaaS Bookkeeper
Revel CPA
Showing 1 - 10 of 15 results
FrequentlyAsked Questions
Q: How much does QSBS attestation cost?
A: It depends on the provider. Carta charges $2,500–$4,500 for attestation letters depending on shareholder count, while some tax firms charge up to $12,000 for retroactive letters.
Q: What is the 80% rule for QSBS?
A: To qualify as QSBS, at least 80% of the company’s assets must be used in active business operations during the entire holding period.
Q: How do I qualify for the QSBS tax exclusion?
A: You must hold stock in a domestic C-corp for 5+ years, the company must have <$50M in gross assets at issuance, and you must acquire the shares at original issue—not secondary purchase.
Q: What is Section 1045 and how does it work?
A: Section 1045 lets you defer QSBS capital gains by rolling them into new QSBS stock within 60 days of the sale, preserving your exclusion eligibility.
Q: How much do QSBS accountants charge?
A: Specialized CPAs charge anywhere from $250/hour to flat rates starting at $3,000–$10,000 for QSBS planning, depending on complexity and documentation needs.
What Does a QSBS Accountant Actually Do?
A QSBS accountant specializes in helping founders, investors, and startup employees reduce capital gains taxes through the Section 1202 tax exemption. Here's what they offer:
Eligibility Review: Analyze whether your stock qualifies for the QSBS exclusion (C-corp status, $50M gross assets, original issue, etc.).
Section 1045 Rollovers: Guide you through tax-free reinvestment strategies if you haven’t held the stock for 5 years.
QSBS Attestation: Help secure attestation letters required for audits, exits, or investor due diligence.
Strategic Tax Planning: Plan multi-year strategies for exit timing, equity structuring, and QSBS “stacking.”
Audit Prep & Documentation: Maintain compliant records to substantiate your QSBS claim in case of IRS review.
Eligibility Review: Analyze whether your stock qualifies for the QSBS exclusion (C-corp status, $50M gross assets, original issue, etc.).
Section 1045 Rollovers: Guide you through tax-free reinvestment strategies if you haven’t held the stock for 5 years.
QSBS Attestation: Help secure attestation letters required for audits, exits, or investor due diligence.
Strategic Tax Planning: Plan multi-year strategies for exit timing, equity structuring, and QSBS “stacking.”
Audit Prep & Documentation: Maintain compliant records to substantiate your QSBS claim in case of IRS review.
Not sure who’s right for you as a QSBS holder? Answer a few quick questions, and we’ll introduce you to someone who fits.
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Sam’s List is a directory for exploring accountants, bookkeepers, fractional CFOs, financial advisors, and wealth managers. We do not provide financial, investment, tax, or legal advice, nor do we recommend or endorse any specific professional. Some professionals participate in paid programs for additional visibility or leads. Users should independently verify any professional before engaging their services. Learn more in ourTerms of Service.
