Accountants for QSBS Holders in Utah
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Featured Accountants
12 Client Reviews
"Great! They are fast and responsive. They get the work done."
4 Client Reviews
"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
2 Client Reviews
"Fantastic team at Anomaly - Been a client for years and this is the ONLY place where you get CPA brainpower and legal advice IN ONE PLACE. Before working with Anomaly about something complex, the response from my accountant was "speak to your attorney", who in turn would say "we should hop onto a call with your CPA".
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
Accountants
12 Client Reviews
"Great! They are fast and responsive. They get the work done."
4 Client Reviews
"I'm working with whitney and she's been very helpful, fast with responses, detailed and able to resolve any issue I've had"
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!"
2 Client Reviews
"Fantastic team at Anomaly - Been a client for years and this is the ONLY place where you get CPA brainpower and legal advice IN ONE PLACE. Before working with Anomaly about something complex, the response from my accountant was "speak to your attorney", who in turn would say "we should hop onto a call with your CPA".
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
Anomaly brings it all together - like it should be!!!
Brilliant team and terrific insights."
1 Client Reviews
"without a doubt 💯 Worked together for 2-3 years. Great service. Organized. Responsive. Knowledgeable. Always learning and sharing new info!"
1 Client Reviews
"Our experience with The SaaS Bookkeeper has been fantastic. The bookkeeping process is effectively streamlined, requiring minimal input from my team and me. Their team is superbly responsive and immediately addresses my questions, and they even accommodate my occasional, short-notice expedited closing asks."
CPA on Fire is a concierge-level tax advisory firm led by former Big Four accountants, delivering proactive, forward-thinking strategies that go far beyond traditional accounting to support the growth and success of ambitious business owners & founders.
Scale confidently – our clients see a 313% higher survival rate.
Showing 8 of 8 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.
