Ask your company for the right Section 1202 evidence
before your CPA review.
1202 Request helps startup shareholders organize stock facts, generate issuer evidence requests, track missing documents, and export a CPA-ready review dossier.
Stop asking your company vague QSBS questions. Send a precise evidence request your CPA can actually use.
Sample only. Generated from synthetic facts. Always confirm with a qualified tax professional.
Why shareholders get stuck
What you get in a paid packet
A finished deliverable, not just AI text. Built for your CPA.
A precise, polite letter naming the exact records your CPA needs.
For when the company is slow or only sends partial evidence.
Structured by Section 1202 category — never miss a document type.
Status per item: missing, requested, received, reviewed.
Factual summary + open questions, written for professional review.
Every supporting file labeled and ordered for hand-off.
Surfaces issues like secondary purchases or excluded industries.
A clean, branded PDF you'd be comfortable sending to your CPA.
Who asked for what, and when — a defensible record.
Built for shareholders who need documents from the company
Exercised options years ago. Tender offer or acquisition is on the table. The company has the records — you don't.
Multiple positions across multiple C-corps. Each holding needs its own factual support before a sale.
Issued shares at incorporation. Time to pull together the issuance records, charter, and gross-asset support.
Received stock for services. Want a clean factual file before any liquidity event.
Skip the back-and-forth. Send the client a structured evidence request and receive a review-ready dossier.
Holdings inherited or held through entities. Document the chain before the next transaction.
Enter your stock facts: issuer, security type, acquisition date and method, expected exit.
Generate a professional letter to the company requesting the specific records your CPA will need.
Hand off a structured packet — facts, evidence matrix, missing items, request log, audit trail.
A single missing confirmation can stall a review.
Pay once for a single holding, or request the Professional Packet for multi-shareholder workflows.
One holding, full export, all request letter templates, tracker, CPA-ready dossier.
Multi-shareholder workflows, company-side templates, reusable request library.
Popular Section 1202 resources
Free guides on what issuer evidence shareholders may need before a CPA or tax-attorney review.
Stock records, issuer documents, gross asset support, and CPA review questions.
What only the company can confirm and how to ask for it.
Option exercise, 83(b), and cap-table requests years after leaving.
Organize issuer evidence before a tender, secondary, or acquisition.
What a structured Section 1202 review packet should contain.
Structured workflow vs. a blank chat box for Section 1202 evidence.