Top Accountants for QSBS Holders | Sam's List
Looking to reduce your tax burden on a startup exit? This page lists top accountants who specialize in Qualified Small Business Stock (QSBS) and Section 1202 tax exclusions. Whether you’re a founder, investor, or employee with stock options, these CPAs offer expert advice on QSBS eligibility, tax-free rollovers under Section 1045, and attestation services. Get the tax savings you deserve—without hiring a full-time CFO.
Need to outsource something else? Search for proactivefinancial advisorsandfractional CFOson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
Need to outsource something else? Search for proactivefinancial advisorsandfractional CFOson Sam’s List too. Make sure to check the reviews, it’s one of the most important parts of your vetting process!
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Acuity
Scale confidently – our clients see a 313% higher survival rate.
0 Client Reviews
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Rivet
Boutique corporate & personal tax prep firm, led by a former IRS auditor.
33 Client Reviews
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Lakeview Tax Advisors, LLC
We provide tax preparation and tax planning to help you minimize your taxes and reach your financial goals.
0 Client Reviews
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Matt Diamond, CPA
A great one-stop shop for taxes and fractional CFO work
0 Client Reviews
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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.
