QSBS Eligibility Quick-Check
Determine your Qualified Small Business Stock eligibility under IRC §1202 in minutes. Our interactive questionnaire helps affluent founders and investors understand their potential tax benefits.
This tool provides educational guidance only and does not constitute tax or legal advice. Consult with qualified professionals for personalized recommendations.
How It Works
Our streamlined process evaluates your eligibility in three simple steps
Answer Questions
Complete our 8-10 question interactive questionnaire about your stock acquisition and company details.
Get Your Verdict
Receive a personalized assessment: Likely Eligible, Maybe Eligible, or Unlikely Eligible with detailed explanations.
Download Checklist
Export a comprehensive PDF checklist with your results and next steps for professional review.
Understanding QSBS Benefits
Qualified Small Business Stock can offer significant tax advantages for eligible investors
2025 Exclusion Rates
- 50% exclusion after 3-year holding period
- 75% exclusion after 4-year holding period
- 100% exclusion after 5-year holding period
Key Requirements
- C-corporation stock acquired at original issuance
- Gross assets under $75M at issuance (2025 threshold)
- Active business conducting qualified trade
Ready to Check Your Eligibility?
Take the first step toward understanding your QSBS tax benefits. Our quick-check tool provides immediate insights in just a few minutes.
Begin Assessment