Pricing
Free to start an evidence request. Pay once for a single holding, or request the Professional Packet for multi-shareholder and company workflows.
One Holding Packet
$49one-time
Best for one startup stock holding before a sale, tender offer, acquisition, or CPA review.
- •1 holding dossier
- •Full report export
- •All request letter templates
- •Unlimited evidence items for that holding
- •CPA-ready review summary
- •Issuer request tracker
- •Document index
- •Missing evidence checklist
- •Audit trail
- •Print / save as PDF
Professional / Company Packet
$300contact for setup
Best for founders, CPAs, angels, or companies handling multiple Section 1202 evidence requests.
- •Multiple request workflows
- •Company-side templates
- •Professional packet formatting
- •Bulk shareholder request support
- •Reusable request templates
- •Shared review links
- •Priority setup support
Prefer to see the deliverable first? View the sample dossier or grab the free checklist.
Free tier
- • Start one evidence request
- • Basic missing-evidence checklist
- • Limited request preview
- • View sample dossier
Free dossiers cannot export the full CPA-ready report.
Satisfaction policy
If the paid dossier does not help you identify missing evidence or produce a usable request packet, you can request a refund within 14 days. We do not guarantee any tax outcome, QSBS eligibility, or CPA acceptance — only that the product is useful for organizing your evidence request.
What you are paying for
- • Better organization of your stock facts
- • Faster CPA prep and fewer back-and-forth emails
- • Clearer, more professional issuer requests
- • Fewer missing documents at review time
- • An auditable trail of who asked for what, when
- • A premium, print-ready dossier format
You are not paying for tax advice, legal advice, or any guarantee about Section 1202 treatment.
Privacy & security. Do not upload sensitive documents unless you trust the app environment. Private packet data should not be shared through unlisted links unless you understand the risk. 1202 Request does not provide tax, legal, accounting, investment, or securities advice. Your dossier is a structured summary of user-provided facts and requested issuer evidence for professional review.
Frequently asked questions
Educational information only. 1202 Request does not provide tax, legal, accounting, investment, or securities advice and does not determine or certify QSBS eligibility. Review your facts and any documentation produced here with a qualified tax professional.