QSBS.ai is a founder preparation tool. It helps organize facts and questions before a conversation with a qualified professional. It does not provide tax, legal, accounting, investment, or financial advice and does not determine QSBS eligibility.
Last updated: July 9, 2026
The product is designed to improve the quality of a founder’s advisor conversation by making relevant facts, gaps, and source documents easier to review.
Core rule
Treat the QSBS Discussion Brief as a structured preparation document. The next step is review with a qualified professional who can evaluate source documents, jurisdictional details, timing, transaction history, and applicable rules.
QSBS.ai can help with organization and preparation before a professional review. Its role is intentionally narrow.
General educational content about QSBS preparation topics.
A guided interview that helps founders collect company, shareholder, stock, transaction, and document facts.
A QSBS Discussion Brief that organizes founder-provided answers, unknowns, document needs, and questions for advisor review.
A directory or resource path that may help users identify professional categories to consider contacting.
Tax advice, legal advice, accounting advice, investment advice, or financial advice.
A substitute for a CPA, tax attorney, corporate attorney, financial advisor, or other licensed professional.
A formal opinion, tax filing position, legal memorandum, valuation, audit conclusion, or transactional recommendation.
A guarantee about tax treatment, savings, exclusion amounts, reporting outcomes, or treatment by any authority.
QSBS.ai cannot replace professional judgment. It should not be used as the basis for a filing position, transaction step, document signature, tax planning decision, or investment decision.
Generated outputs can be useful for organizing a conversation, but they are not final analysis and should not be treated as authoritative.
Final reminder
QSBS.ai is intended to help founders prepare better questions, organize known facts, and preserve open issues for review with a qualified professional.
Trust language
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. The output is a discussion brief for review with a qualified professional.