12021202 RequestBuild my request
For shareholders, founders, employees, angels & their CPAs

Request the issuer evidence your CPA needs for Section 1202 review.

1202 Request helps startup shareholders organize their stock facts, identify missing issuer records, generate professional company request letters, and export a CPA-ready review dossier.

Build my evidence requestView sample request
No tax advice·No eligibility certification·Built for CPA / tax-attorney review·Designed for shareholders without issuer-side access
Core message

Stop asking your company vague QSBS questions. Send a precise evidence request your CPA can actually use.

Sample request
Northstar Robotics — Founder shares
Issued March 2019 · Direct issuance · Individual holder
92
ready for cpa
Evidence received
10 / 10
Outstanding requests
0
Risk flags
0
Issuer C-corp confirmationOriginal issuance proofGross asset attestation83(b) on fileActive business memo

Sample only. Generated from synthetic facts. Always confirm with a qualified tax professional.

Built for shareholders who need documents from the company

Former employees preparing for an exit

Exercised options years ago. Tender offer or acquisition is on the table. The company has the records — you don't.

Angels organizing startup investments

Multiple positions across multiple C-corps. Each holding needs its own factual support before a sale.

Founders documenting early common stock

Issued shares at incorporation. Time to pull together the issuance records, charter, and gross-asset support.

Advisors and consultants paid in equity

Received stock for services. Want a clean factual file before any liquidity event.

CPAs collecting client facts before review

Skip the back-and-forth. Send the client a structured evidence request and receive a review-ready dossier.

Trusts, estates, and SPVs

Holdings inherited or held through entities. Document the chain before the next transaction.

Most QSBS problems are evidence problems.

  • · Shareholders rarely control issuer records — cap tables, balance sheets, board minutes.
  • · Old stock records are hard to reconstruct years after issuance.
  • · Companies often don't know what factual confirmations a tax advisor needs.
  • · CPAs need factual support, not vague claims that "we think it qualifies."
  • · A one-line "we think it qualifies" email from the company is not enough.

1202 Request gives you a structured way to ask for what's missing — and a clean place to put it when it arrives.

01
Identify the holding

Enter your stock facts: issuer, security type, acquisition date and method, expected exit.

02
Request issuer evidence

Generate a professional letter to the company requesting the specific records your CPA will need.

03
Export a CPA dossier

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 annually for ongoing vault access. No per-document fees.

One Holding Packet
$49one-time

Single holding, full export, all request letter templates.

Multi-Holding Vault
$149/ year

Unlimited holdings, reminders, share links, regenerate reports.

Founder / Company Portal
$299/ team / year

Company-side templates and shareholder request workflows.

See full pricing →
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.