Step 01
Ask the QSBS question you have
Start with a general rule, a broad scenario, a website question, or an upcoming transaction. The Agent answers directly before asking any optional follow-up.
How QSBS.ai works
Start with a question, not a confidential intake form.
QSBS.ai provides open-ended educational guidance using broad facts and optional follow-ups. It helps you understand the issue before a qualified professional reviews sensitive records.
QSBS Agent
Question → context → next step
01
Ask naturally
02
Receive a direct explanation
03
Add one broad fact when useful
04
Continue or seek professional review
There is no required questionnaire, progress score, account, or document-upload step.
Conversation path
A simple four-step educational flow.
Step 02
Use broad, non-identifying facts
Approximate dates, ranges, yes-or-no facts, and hypothetical descriptions are usually enough for an educational discussion. Do not paste confidential records.
Step 03
Understand what appears relevant
The Agent distinguishes general information, potentially relevant facts, unknowns, and matters that commonly require document-level professional review.
Step 04
Choose the right next step
Continue asking questions, read a relevant resource, or browse the professional directory when the situation becomes transaction-specific.
Conversation scope
Ask about the QSBS factor that matters now.
The Agent can move naturally between fundamentals, broad fact patterns, document-preparation questions, and QSBS.ai navigation without forcing you through a fixed sequence.
Open QSBS AgentQSBS fundamentals and original issuance
C-corporation and company-history questions
Holding periods and gross-assets context
Founder shares, employee stock, and options
Conversions, transfers, redemptions, and reorganizations
Records and questions for a qualified professional
Privacy boundary
Keep identifying and exact details out of the chat.
Use approximate dates and ranges.
Do not provide names or identification numbers.
Do not enter exact transaction values or cap tables.
Do not upload or paste confidential documents.
Professional handoff
Move to document review when the facts become specific.
Upcoming sales, exact tax treatment, conversions, reorganizations, transfers, redemptions, trusts, uncertain gross assets, and document questions commonly justify review with a qualified professional.
Start with a question
Understand the issue before sharing sensitive records.
Use broad facts to learn which QSBS factors may matter, what remains uncertain, and when a qualified tax or legal professional should review the supporting documents.
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.