QSBS & Startup Tax Advisor

WHAT WE ARE LOOKING FOR We're looking for an experienced startup tax advisor or CPA with deep expertise in Qualified Small Business Stock (QSBS), startup entity structuring, founder compensation, and U.S. tax planning. We have an existing business structure, but we're concerned it may not qualify for QSBS. Before making any changes, we want an expert to review our current setup, identify any issues, and recommend the best path forward. This is initially a consulting engagement, with the potential for ongoing advisory work if we're a good fit. WHAT WE NEED HELP WITH - Review our current business and holding company structure - Determine whether our current entity qualifies for QSBS and identify any risks or disqualifying factors - Advise whether we should maintain our existing entity or establish a new one - Recommend the optimal legal and tax structure for long-term growth - Provide guidance on founder payroll, including how compensation should work when the founder is employed by a holding company - Explain the tax implications and tradeoffs of different approaches - Identify any compliance issues or actions we should take now - Answer strategic tax and business structuring questions as they arise IDEAL EXPERIENCE - CPA, EA, or U.S. tax attorney with significant startup experience - Deep knowledge of QSBS - Experience advising venture-backed startups, SaaS companies, or founder-led businesses - Expertise in entity formation, holding company structures, and founder equity - Strong understanding of payroll, reasonable compensation, and owner taxation - Ability to explain complex tax concepts in clear, practical language - Experience working with multi-entity business structures is a plus