Olivia Carter, CPA
Coming SoonCarter Tax Advisory · San Francisco, CA
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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Each category shows 5 coming-soon mockup profiles so founders can visualize how the directory will work.
Tax advisors focused on QSBS tax review, planning context, and reporting questions.
Legal counsel for formation records, equity documents, financings, and transaction history.
Specialists in cap tables, stock ledgers, option records, and document packets.
Advisors for liquidity planning, M&A readiness, diligence, and exit-process support.
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
Carter Tax Advisory · San Francisco, CA
Helps founders organize QSBS tax review questions, holding-period records, and sale or tender offer context before speaking with a tax advisor.
Kim Founder Tax · Los Angeles, CA
Provides founder-focused tax strategy and documentation review for QSBS-related transaction conversations.
Harbor Tax Law · New York, NY
Represents founders on complex QSBS tax questions, including transaction review, dispute context, and audit-defense preparation.
Bell Startup Tax · Austin, TX
Delivers proactive tax planning and review support for high-growth startup founders preparing for major stock events.
Redwood QSBS Tax · Seattle, WA
Helps founders prepare tax-review packets for liquidity events across federal, state, and stock-record considerations.
5 coming soon profiles
Atlas Startup Law · Palo Alto, CA
Helps founders ensure clean entity formation, capitalization, and document history before tax review conversations.
Park Emerging Companies · San Francisco, CA
Reviews financing history, convertible instruments, and cap table evolution for QSBS-related conversations.
North Bridge Legal · New York, NY
Assesses corporate records, governance documents, and equity plans to identify QSBS-relevant legal history questions.
Reed Venture Law · Austin, TX
Provides document review of formation records, SAFEs, equity issuances, and founder transfers.
Summit Founders Counsel · Seattle, WA
Evaluates transfer documents, secondary transactions, and legal history to support QSBS readiness and diligence conversations.
5 coming soon profiles
LedgerSpring · Remote
Helps founders keep clean, accurate equity records and resolve stock administration issues before they become bigger problems.
CapNorth Advisory · New York, NY
Prepares accurate cap tables and equity reports that help companies close financings and answer investor questions with confidence.
Founders Ledger Co. · San Francisco, CA
Maintains stock ledgers and option records that support clarity for teams, investors, auditors, and advisors.
EquityFlow Partners · Austin, TX
Streamlines equity administration so founders can move faster with trustworthy records and investor-ready documentation.
ClearCap Advisory · Boston, MA
Builds clean, reliable equity records and document packets that simplify diligence and support founder review conversations.
5 coming soon profiles
Founder Exit Advisory · New York, NY
Helps founders prepare for acquisitions and tender offers with clear strategy and buyer-ready diligence.
ScalePath Partners · San Francisco, CA
Supports founder-led secondaries and early liquidity planning with rigorous diligence and process design.
NorthStar Deal Advisory · Chicago, IL
Guides founders through M&A preparation, buyer engagement, and deal execution planning.
Summit Exit Partners · Austin, TX
Coordinates advisors and diligence workstreams to keep founder priorities front and center through transactions.
RedRock Transactions · Boston, MA
Provides transaction support from readiness assessment to closing and post-deal planning coordination.
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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.