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Mockup listings are for visualization only. Future Verified Profile badges may be offered as a paid profile upgrade; badges do not mean recommendation, ranking, or QSBS advice.

Professional directory

Find a QSBS professional to review your situation.

Browse professional categories and preview upcoming directory listings. You choose who to contact and how to move forward independently.

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Founder-controlled directory preview

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Professional categories

20

Coming soon profiles

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Professional preview

Coming-soon professionals by category.

One professional per row keeps listings easy to scan today and leaves room for search, state filters, and specialty filters later.

20 mockup profiles

5 coming soon profiles

Tax Professionals

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OC

Olivia Carter, CPA

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Carter Tax Advisory · San Francisco, CA

QSBS Tax ReviewState QuestionsStock Records

Helps founders organize QSBS tax review questions, holding-period records, and sale or tender offer context before speaking with a tax advisor.

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DK

Daniel Kim, EA

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Kim Founder Tax · Los Angeles, CA

Tax DocumentationSale EventsReporting Questions

Provides founder-focused tax strategy and documentation review for QSBS-related transaction conversations.

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RS

Rachel Singh, Tax Attorney

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Harbor Tax Law · New York, NY

Tax LawDispute ContextState Questions

Represents founders on complex QSBS tax questions, including transaction review, dispute context, and audit-defense preparation.

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MB

Marcus Bell, CPA

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Bell Startup Tax · Austin, TX

Tax ReviewEntity HistoryEstimated Tax

Delivers proactive tax planning and review support for high-growth startup founders preparing for major stock events.

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EZ

Emily Zhao, CPA

Coming Soon

Redwood QSBS Tax · Seattle, WA

Tax ReviewStock RecordsFederal and State

Helps founders prepare tax-review packets for liquidity events across federal, state, and stock-record considerations.

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5 coming soon profiles

Startup Attorneys

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AT

Amelia Torres, Esq.

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Atlas Startup Law · Palo Alto, CA

Entity FormationStock IssuanceLegal Records

Helps founders ensure clean entity formation, capitalization, and document history before tax review conversations.

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KP

Kevin Park, Esq.

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Park Emerging Companies · San Francisco, CA

FinancingsConvertible NotesCap Table Review

Reviews financing history, convertible instruments, and cap table evolution for QSBS-related conversations.

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LP

Lauren Patel, Corporate Counsel

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North Bridge Legal · New York, NY

GovernanceEquity PlansLegal Records

Assesses corporate records, governance documents, and equity plans to identify QSBS-relevant legal history questions.

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JR

Jason Reed, Startup Attorney

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Reed Venture Law · Austin, TX

Entity HistorySAFE and EquityDocument Review

Provides document review of formation records, SAFEs, equity issuances, and founder transfers.

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SN

Sofia Nguyen, Esq.

Coming Soon

Summit Founders Counsel · Seattle, WA

M&A PrepStock TransfersLegal History

Evaluates transfer documents, secondary transactions, and legal history to support QSBS readiness and diligence conversations.

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5 coming soon profiles

Equity Records Specialists

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MF

Megan Foster

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LedgerSpring · Remote

Cap Table ManagementStock LedgersOption Tracking

Helps founders keep clean, accurate equity records and resolve stock administration issues before they become bigger problems.

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RC

Ryan Chen

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CapNorth Advisory · New York, NY

Cap Table409A SupportInvestor Reporting

Prepares accurate cap tables and equity reports that help companies close financings and answer investor questions with confidence.

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PD

Priya Desai

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Founders Ledger Co. · San Francisco, CA

Stock LedgersOption RecordsDocument Packets

Maintains stock ledgers and option records that support clarity for teams, investors, auditors, and advisors.

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BA

Ben Alvarez

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EquityFlow Partners · Austin, TX

Cap TableTransfer History409A Support

Streamlines equity administration so founders can move faster with trustworthy records and investor-ready documentation.

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HB

Hannah Brooks

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ClearCap Advisory · Boston, MA

Cap TableDocument PacketsInvestor Reporting

Builds clean, reliable equity records and document packets that simplify diligence and support founder review conversations.

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5 coming soon profiles

Transaction Advisors

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AC

Andrew Collins

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Founder Exit Advisory · New York, NY

M&A AdvisoryTender OffersStake Sales

Helps founders prepare for acquisitions and tender offers with clear strategy and buyer-ready diligence.

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MT

Michelle Tan

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ScalePath Partners · San Francisco, CA

Secondary SalesDeal DiligenceProcess Design

Supports founder-led secondaries and early liquidity planning with rigorous diligence and process design.

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DR

David Romero

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NorthStar Deal Advisory · Chicago, IL

M&A AdvisoryValuationBuyer Outreach

Guides founders through M&A preparation, buyer engagement, and deal execution planning.

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GL

Grace Liu

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Summit Exit Partners · Austin, TX

Deal DiligenceAdvisor CoordinationNegotiation

Coordinates advisors and diligence workstreams to keep founder priorities front and center through transactions.

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EW

Ethan Walker

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RedRock Transactions · Boston, MA

Transaction StrategyDiligence OversightLiquidity Planning

Provides transaction support from readiness assessment to closing and post-deal planning coordination.

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How founders should choose

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Independent choice

Directory information is not a recommendation.

QSBS.ai does not endorse, rank, guarantee, or recommend specific professionals. A future Verified Profile badge may indicate profile ownership or listing review and may be offered as a paid upgrade. It is not a recommendation, quality ranking, or QSBS conclusion.

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. Use directory information and any discussion brief for review with a qualified professional.