Financial Professional logo
    Find AdvisorsBrowse FirmsBlogCalculatorsHow it works
    Sign inSign up
    Accountants/QSBS Holders

    Accountants for QSBS Holders

    Maximizes Qualified Small Business Stock exclusions under Section 1202.

    EC

    ECOM CPA

    ECOM CPA is the trusted guide to financial clarity and growth for 7-9 figure eCommerce sellers

    Oregon, Oregon
    BookkeeperAccountant$1M+ revenue
    SMB OwnersDigital NomadsHigh Net Worth Individuals+9
    10 years experience
    View profile
    O

    OLarry

    Private client white glove tax strategy, built for emerging wealth, high net worth, and ultra-high net worth individuals who demand more than the traditional tax experience offers.

    Nationwide, California
    Accountant$1M+ income | $1M+ revenue
    SMB OwnersQSBS HoldersSolopreneurs+11
    2 years experience
    View profile
    CO

    CPA on Fire

    CPA on Fire - Concierge Tax Strategy & Advisory

    Fremont, Ohio
    Accountant$250K+ income | $500K+ revenue
    SMB OwnersHigh Net Worth IndividualsDigital Nomads+10
    14 years experience
    View profile
    PC

    Potrus CPA

    Certified public accounting firm specializing in bookkeeping, accounting, tax and audit services to small businesses accross the US.

    Anaheim Hills, California
    BookkeeperFinancial AdvisorFractional CFO$100K+ income | $300K+ revenue | $250K+ income
    SMB OwnersQSBS HoldersSolopreneurs+12
    9 years experience
    View profile
    IF

    Iota Finance

    Monthly accounting, tax, and fractional CFO services for small businesses, startups, and entrepreneurs.

    Florida
    AccountantBookkeeperFractional CFO$200K+ income | $500K+ revenue | $500K+ raised
    SMB OwnersVC Backed StartupsK1 Partnership Income+8
    4 years experience
    View profile
    AC

    Anomaly CPA

    #1 Tax Strategist in US - Anomaly is a fully virtual cloud accounting and tax strategy firm for startups, digital entrepreneurs and growing real estate investors.

    Boston, Massachusetts
    BookkeeperAccountant$400K+ income | $1M+ revenue
    Cryptocurrency InvestorsEquity Compensation (RSUs, Stock Options)High Net Worth Individuals+7
    8 years experience
    View profile
    SC

    Smallbiz Controller

    Bookkeepers record the past. We help you run the business forward, cash flow, margins, tax, compliance, real financial infrastructure. Fractional controller for e-comm brands doing $500k–$20M.

    Pearl River, New York
    AccountantBookkeeperEnrolled Agent$150K+ income | $500K+ revenue
    SMB OwnersQSBS HoldersSolopreneurs+2
    3 years experience
    View profile
    AT

    Arvo Tech

    Strategic tax and bookkeeping partner helping businesses uncover savings, stay compliant, and gain financial clarity.

    Columbus, Ohio
    AccountantBookkeeperTax Credits$0+ income | $0+ revenue
    HENRY (High Earners Not Rich Yet)High Net Worth IndividualsK1 Partnership Income+6
    12 years experience
    View profile
    BT

    Blackbird Tax Services

    A responsive tax firm that's here for you, no matter how big or small.

    tewksbury, Massachusetts
    Accountant
    Cryptocurrency InvestorsDigital NomadsHENRY (High Earners Not Rich Yet)+8
    1 years experience
    View profile
    RM

    Russell Monteith CPA PLLC

    New York–based tax services firm specializing in complex tax compliance and strategic planning for individuals and small businesses.

    New York, New York
    Accountant
    SMB OwnersQSBS HoldersSolopreneurs+6
    6 years experience
    View profile
    RC

    Revel CPA

    Helping agencies tackle the complexities of scaling with a highly personal touch.

    Chicago, Illinois
    Accountant$1.5M+ revenue
    SMB OwnersVC Backed StartupsHigh Net Worth Individuals+5
    8 years experience
    View profile
    CA

    CMH Advisors

    We're a full service accounting, advisory, payroll and tax strategy CPA firm.

    Dallas, Texas
    AccountantFractional CFOBookkeeper$150K+ income; $500K+ revenue; $1M+ raised; $1M+ investable assets
    Athletes & EntertainersBusiness ExecutivesBusiness Owners/Entrepreneurs+16
    12 years experience
    View profile
    T

    TBS

    The Entrepreneurs Accounting Firm

    Warrendale, Pennsylvania
    Accountant
    HENRY (High Earners Not Rich Yet)High Net Worth IndividualsK1 Partnership Income+4
    15 years experience
    View profile
    MH

    Monterra Halden

    You can't fix what you can't see. Monterra Halden was built for multi-entity businesses that need a real tax strategy, not just a return, and a financial partner who's in the room all year.

    University Heights, Ohio
    Accountant$250K+ revenue
    SMB OwnersReal Estate InvestorsSolopreneurs+6
    35 years experience
    View profile
    DC

    DG CPAs

    Forward-Thinking, Modernized White-Glove Tax Preparation and Consulting Services by Trusted, Experienced CPAs

    Los Angeles, California
    Accountant
    SMB OwnersSolopreneursHigh Net Worth Individuals+4
    3 years experience
    View profile
    AM

    Alpine Mar

    The Modern Day Accounting Firm

    Florida
    BookkeeperAccountant
    Cryptocurrency InvestorsEquity Compensation (RSUs, Stock Options)HENRY (High Earners Not Rich Yet)+7
    6 years experience
    View profile
    YN

    YOLO Numbers

    We provide strategic solutions to business owners including tax planning, comprehensive bookkeeping, cloud accounting integration, fractional Controller & CFO support, and deep financial diligence.

    Austin, Texas
    Accountant$200K+ income | $500K+ revenue
    HENRY (High Earners Not Rich Yet)High Net Worth IndividualsK1 Partnership Income+7
    5 years experience
    View profile
    PT

    Private Tax Solutions

    We are a full-service tax and accounting firm that offers a broad range of services for business owners, investors, and independent professionals across the United States.

    Salt Lake City, Utah
    BookkeeperAccountant
    SMB OwnersVC Backed StartupsReal Estate Investors+6
    11 years experience
    View profile
    A

    Anchor

    With over a decade of experience, we specialize in the unique accounting needs of tech startups, including accounting, tax, Fractional CFO and HR.

    San Francisco, California
    Accountant$1M+ income | $500K+ revenue
    SMB OwnersSolopreneursDigital Nomads+3
    2 years experience
    View profile
    KA

    KK Accountancy

    KK Accountancy is your trusted partner for strategic finance, accounting, tax, and flexible fractional resourcing—keeping your business compliant, efficient, and ready to scale.

    Frisco, Texas
    BookkeeperAccountant$250K+ revenue
    Cryptocurrency InvestorsDigital NomadsEquity Compensation (RSUs, Stock Options)+10
    2 years experience
    View profile
    SM

    SD Mayer & Associates, LLP

    Full-service tax firm in San Francisco specializing in Equity Compensation. I was formerly part of Bogdan & Frasco that merged with SDM.

    San Francisco, California
    BookkeeperAccountant
    Cryptocurrency InvestorsEquity Compensation (RSUs, Stock Options)HENRY (High Earners Not Rich Yet)+9
    11 years experience
    View profile
    PA

    Paragon Accounting & Tax Solutions, LLC

    We help business owners take control of cash flow, crush tax season, and build real wealth with strategy, coaching, and zero sugarcoating.

    Woodstock, Georgia
    Accountant$250K+ revenue
    SMB OwnersK1 Partnership IncomeMulti-state Returns+2
    13 years experience
    View profile
    Y

    Yield

    Full service modern day accounting firm that provides accounting, tax, and CFO services to help business owners run and grow their companies.

    Arlington, Virginia
    BookkeeperAccountant$1M+ revenue
    Equity Compensation (RSUs, Stock Options)High Net Worth IndividualsK1 Partnership Income+6
    7 years experience
    View profile
    SA

    Summit Advanced Tax Strategy

    Advanced Tax Strategies for High Net Worth Individuals & Real Estate Investors

    Denver, Colorado
    Accountant
    Equity Compensation (RSUs, Stock Options)Cryptocurrency InvestorsK1 Partnership Income+6
    Experienced accountant
    View profile
    FA

    Fusion Accounting and Technology, LLC

    An accounting, tax, and technology company designed to help you run your business.

    Oglesby, Illinois
    Accountant$500K+ income
    SMB OwnersVC Backed StartupsHigh Net Worth Individuals+6
    16 years experience
    View profile
    R

    Rivet

    Boutique corporate & personal tax prep firm, led by a former IRS auditor.

    Woodbury, Connecticut
    Accountant
    SMB OwnersVC Backed StartupsHigh Net Worth Individuals+8
    10 years experience
    View profile

    Frequently Asked Questions

    Explore more specialties

    Athletes & EntertainersBootstrapped CompaniesBusiness ExecutivesBusiness Owners/EntrepreneursContent CreatorsCryptocurrency InvestorsCrypto InvestorsDigital NomadsAll accountants
    Financial Professional logo

    The modern way to find a fiduciary financial advisor who truly fits your life.

    Explore

    Find advisorsBrowse firmsBrowse by stateBrowse by specialtyFind a Financial ProfessionalRetirement specialists

    Specialties

    Tax planningBusiness ownersHigh net worthEstate planning

    Company

    CalculatorsBlogFor advisorsFor accountantsLog in

    © 2026 Financial Professional. All rights reserved.

    TermsPrivacy