Q
QSBS Agent
What is your company's legal structure?
Why this matters
Certain legal structures may be more aligned with QSBS requirements.
Question 4 of 15 27%
Founder preparation workspace
Understand what QSBS depends on before the big tax conversation.
QSBS.ai guides founders through the key facts that may matter for Section 1202, explains each step in plain English, and creates an advisor-ready QSBS Discussion Brief.
Guided Interview
One question at a time with clear explanations.
Understand
Learn what may matter for QSBS in plain English.
Advisor-Ready Brief
Organized facts and talking points for review.
Find the Right Professional
Connect with trusted QSBS advisors when ready.
QSBS Discussion Brief
Draft Potential Positive Indicators
Items to Verify
Possible Red Flags
Next Steps & Questions for Advisor
Guided interview → QSBS Discussion Brief → Advisor conversation
Preparation only. Not tax or legal advice.
QSBS.ai
Fact-dependent workflow
QSBS preparation is a fact-gathering problem first.
QSBS conversations often slow down because key facts are scattered across formation documents, stock records, cap tables, and memory. QSBS.ai helps organize those facts before the professional review.
01
Answer guided questions
The interview asks about formation, issuance, shareholder, asset, business activity, transfer, and document facts.
02
Keep uncertainty visible
Not sure and unknown answers are preserved as review items instead of being forced into conclusions.
03
Bring a better brief
The output helps a CPA or attorney focus on documents, open questions, fact gaps, and next steps.
Interview workspace
One question at a time
Did you receive the stock directly from the company?
Answer, add notes, or mark not sure / unknown. The goal is to preserve reviewable facts, not produce a qualification result.
Progress by question category
Facts collected from answers
Document hints to gather next
Review screen before brief creation
Product preview
A guided interview that preserves uncertainty.
The interview keeps the founder focused on one clear question at a time while the side panel shows progress, captured facts, possible document needs, and the trust boundary.
Discussion brief
Turn scattered facts into a review-ready structure.
The sample brief shows the target document format: company facts, potential positive indicators, items to verify, possible review issues, document requests, and advisor questions.
Open Sample BriefQSBS Discussion Brief
Fictional founder scenario
Preparation only. Not tax or legal advice.
Company fact summary
Stock and shareholder fact summary
QSBS dependency map
Items to verify
Documents to gather
Questions for professional
Trust boundary
Built for preparation, not advice.
Preparation only. Not tax or legal advice. QSBS.ai does not provide tax, legal, accounting, investment, or financial advice and does not determine QSBS eligibility. Outputs are designed as a discussion brief to review with a qualified professional.
No tax, legal, accounting, investment, or financial advice.
No QSBS determination or final conclusion.
Unknown answers remain visible for professional review.
Next step
Start with the facts you know. Mark the rest for review.
The Sprint 02 interview is local-only and focused on structure. It helps prepare better questions for a qualified professional.