# How to maximize and secure your QSBS tax benefits

Learn how Carta’s end-to-end platform helps founders, employees, and investors document qualified small business stock (QSBS) eligibility, automate attestations, and scale savings through exit.

## Understand QSBS: Mastering the fundamentals of tax-free gains

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Qualified small business stock, explained\
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Understand the qualified small business requirements and how to take advantage of QSBS tax treatment for eligible stock options.](/content/uk/en/learn/startups/tax-planning/qsbs/?ir=qsbs-collection/index.html)

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A founder’s guide to QSBS\
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Read our free, comprehensive guide on how startup founders can navigate the nuances of QSBS and maintain their company’s qualified small business status.](/content/uk/en/learn/resources/founders-guide-qsbs/?ir=qsbs-collection/index.html)

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Are you eligible? Protect your QSBS tax break\
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Avoid these common pitfalls that can jeopardize your QSBS status in light of recent legislation expanding the rules and benefits of QSBS.](/content/uk/en/learn/resources/qsbs-eligibility-guide/?ir=qsbs-collection/index.html)

How Carta expanded your QSBS access

Thanks to Carta, QSBS can allow eligible shareholders to exclude up to $15 million (or 10x basis) in gains from federal taxes.

[Learn how](/content/uk/en/policy/policy-weekly-06-03-25/?ir=qsbs-collection/index.html)

## Popular resources

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featured article\
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QSBS calculator\
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Get a quick estimate of your potential savings with this powerful tax break. Enter rough numbers, and we'll do the math.](/content/uk/en/learn/resources/qsbs-calculator/?ir=qsbs-collection/index.html)

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FEATURED ARTICLE\
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February 2026\
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The fragility of QSBS status and how to protect your tax benefits\
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Learn how Hanson Bridgett, the leading attorneys in tech for QSBS, and Carta protect QSBS status and maximize tax savings.\
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View](/content/uk/en/blog/qsbs-tax-benefit-protection/?ir=qsbs-collection/index.html)

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Featured Article\
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February 2026\
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QSBS rollovers: A founder's guide\
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Learn how to preserve qualified small business stock (QSBS) eligibility through an IRC Section 1045 rollover and how eligible taxpayers can report a QSBS rollover.\
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View](/content/uk/en/learn/startups/tax-planning/qsbs/section-1045-rollover/?ir=qsbs-collection/index.html)

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Virtual Event\
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February 2026\
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Transform Tax Savings into Startup Growth with QSBS\
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Whether you just launched or are scaling, understanding QSBS can save you (and your team) millions — and position you to win in a competitive market.\
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View](/content/uk/en/events/transform-tax-with-qsbs/?ir=qsbs-collection/index.html)

## Customer stories

[> The benefit of a QSBS exemption can be huge for founders. … From my perspective, founders should have their QSBS attestations done as early as possible.\
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Sivan Cotel, CFO, Mezcalum\
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[> We loved that we didn’t have to have different firms for our cap table management, 409A valuations, and QSBS attestation letter. The fact that Carta does it all makes things so much easier.\
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Eric Mogil, Chief Growth Officer, RADAR\
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[> It feels great to direct employees to an Equity Tax Advisor who knows QSBS and early exercising intimately and can legally answer their individual tax questions.\
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Carl Olson, Senior Director of Finance and Administration, Luminary Cloud\
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> Carta's QSBS attestation has saved me hours of future headaches with investors around providing QSBS details and eligibility, allowing me to focus on fundraising and running my business.

Sumeet Vaidya, CEO, Crafting

## Beyond the platform: Expert QSBS guidance

[**QSBS attestation** \
Learn more](/content/uk/en/equity-management/qsbs/?ir=qsbs-collection/index.html)

[**Equity Advisory** \
Learn more](/content/uk/en/equity-management/equity-advisory/?ir=qsbs-collection/index.html)

[**Equity management** \
Learn more](/content/uk/en/equity-management/?ir=qsbs-collection/index.html)

## See Carta QSBS attestation in action

QSBS Attestation

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QSBS Attestation

# Optimize your equity tax benefit with QSBS

## Only Carta delivers annual company and shareholder letters with real-time tracking of QSBS-eligible shares.

Company experienceShareholder experience

QSBS lives on Carta

Carta's QSBS services help founders, employees, and investors make the most of their QSBS tax break and keep capital gains taxes as low as possible.

[Request a demo](/content/uk/en/demo/qsbs/?ir=qsbs-collection/index.html)