Still accepting new clients! Call (866) 313-0733

QSBS tax assistance

QSBS tax planning

We are often approached by clients asking very similar questions regarding their Qualified Small Business Stock. Some common questions are below:

  • Do my shares qualify for QSBS treatment? 
  • Should I sell my shares now or wait? 
  • If I do sell, how much should I set aside for taxes?
  • How does this affect my other equity, such as ISO, NSO, RSU, or ESPP from this company or another employer? 
  • Who can draft a QSBS opinion letter for me so I am comfortable with the approach I am taking on my taxes? 
  • What can I do now to help me save money on the sale of these shares? Are there any strategies or tax deferral options for me to reduce my tax burden? 

If you have any of this common questions, just contact us below & we will be more than happy to assist you.

Award-winning global customer service.

5/5

Dimov Tax is rated 5 stars on all major review platforms including Google, Yelp, Facebook, Angie’s List, Better Business Bureau, TaxBuzz, Thumbtack, Upwork, Bark, and much more.

Laptop displaying a Yelp page for Dimov Tax Services with a nearby coffee mug.