Professional directory

Find the type of professional to review your QSBS questions.

Use the directory to understand which professional category may fit your situation before you make an independent hiring decision.

Start the QSBS Interview Advisor directory interest

Directory trust boundary

Directory information is not a recommendation.

QSBS.ai does not endorse, verify, rank, guarantee, or recommend specific professionals. Directory content is informational only. Users must do their own diligence on professional fit, credentials, licensing, jurisdiction, fees, conflicts, and engagement terms.

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.

Directory categories

Start with the professional category, then review fit independently.

QSBS questions often require several professional lenses: tax, legal, records, and transaction context. These categories help founders prepare the right advisor conversation.

CPA

1 seed listing

Tax professionals

Professionals who may help founders review federal QSBS tax questions, records, holding-period facts, transaction context, and state-level questions that should be discussed separately.

CPAEnrolled agentTax attorneyTax advisory firm

Open category →

Startup attorney

1 seed listing

Startup attorneys

Attorneys who may help founders review formation records, stock purchase agreements, equity grants, financing documents, merger records, and legal history relevant to a QSBS discussion.

Startup attorneyCorporate attorneyEmerging companies counsel

Open category →

Equity administrator

1 seed listing

Equity records specialists

Cap table and equity operations specialists who may help founders organize stock ledgers, option records, exercise records, transfer records, and document packages for professional review.

Equity administratorCap table consultantStartup finance operator

Open category →

Transaction tax advisor

1 seed listing

Transaction advisors

Transaction-focused professionals who may help founders coordinate diligence, deal document review, tax advisor questions, and closing-context records before or during a liquidity event.

Transaction tax advisorM&A attorneyFounder advisory firm

Open category →

Initial profile scaffold

Static seed profiles show what real directory listings must disclose.

The current MVP uses static seed listings rather than lead routing, paid placement, contact forms, dashboards, or a database.

Tax professionals

Federal QSBS tax review profile

Static MVP directory listing

A seed profile for founders who need federal QSBS tax questions organized for discussion with a CPA, enrolled agent, tax attorney, or tax advisory firm.

Location context: United States / remote review context
Service model: Independent professional review after founder document preparation

Review listing →

Startup attorneys

Startup legal records review profile

Static MVP directory listing

A seed profile for founders who need help preparing incorporation, stock issuance, financing, transfer, and transaction documents for QSBS-related professional conversations.

Location context: United States / startup company records context
Service model: Independent legal records review before or alongside tax advisor review

Review listing →

Equity records specialists

Equity records preparation profile

Static MVP directory listing

A seed profile for founders who need cap tables, stock ledgers, exercise records, repurchase records, and equity document packets organized before advisor conversations.

Location context: United States / remote operations context
Service model: Document and cap-table preparation for later professional review

Review listing →

Transaction advisors

Transaction diligence coordination profile

Static MVP directory listing

A seed profile for founders who need QSBS-related questions, document requests, advisor handoffs, and transaction-timeline issues organized during liquidity planning.

Location context: United States / liquidity event context
Service model: Founder-side diligence coordination with independent legal and tax professionals

Review listing →

4 categories

Professional categories, not rankings

Category pages explain when a founder might speak with each type of professional.

4 seed listings

Static MVP profile data

Profiles show the data structure and diligence questions needed before real listings are added.

Independent review

Users choose their own advisor

Review credentials, licensing, jurisdiction, fees, conflicts, and engagement scope directly with any professional.