Why not just use ChatGPT?
ChatGPT can draft text, but 1202 Request provides a structured evidence workflow: issuer request letters, missing evidence checklist, tracker, audit trail, and CPA-ready dossier. The product is designed to organize facts for professional review, not to provide tax advice or determine QSBS eligibility.
ChatGPT can draft text. 1202 Request gives you a structured evidence workflow built around what a CPA or tax attorney actually needs to review for Section 1202.
We generate a missing-evidence checklist from your role, acquisition method, stock type, and expected event — not a generic list.
Initial request, polite follow-up, and CPA handoff templates with the exact factual records to ask for.
Status for each evidence item: missing, requested, received, unavailable, needs review.
Every step is logged so your CPA can see what was asked, sent, and received.
A print-ready packet with cover page, summary, evidence matrix, risk flags, and document index.
No eligibility certification. No guaranteed tax outcome. Designed for professional review.
What a blank chat box cannot do
A general-purpose chat model does not know what tranches you hold, how you acquired each one, or which issuer evidence is already on file. It can produce a generic letter, but it cannot track which items have been requested, which are still outstanding, and which were received. It also cannot produce a packet a reviewing professional can absorb in one sitting.
What an issuer actually needs to see
Companies respond best to short, specific, non-adversarial requests with a clear list of items and a reason for the request. 1202 Request generates letters that match that shape, with the exact factual records a reviewing professional typically wants: C-corp status, original issuance records, gross-assets support at issuance, active business statement, and redemption history.
What a CPA actually needs to see
A reviewing professional needs the factual record and the open questions, not a conclusion. The CPA-ready dossier exports a cover page, summary of facts, evidence matrix, risk flags, request log, and document index — organized for the person reviewing it, not for the shareholder who built it.
What we will not claim
1202 Request does not provide tax, legal, accounting, investment, or securities advice and does not certify, determine, or opine on Section 1202 / QSBS eligibility. The product organizes facts and issuer evidence so a qualified professional can do the actual review.