ASIJA·CPA
QSBS & pre-IPO tax strategyFind My Savings Estimate
Sell pre-IPO stock without a plan and you could hand the IRS millions that §1202 might have excluded.
For founders & employees pre-IPO

IPO rich. IRS poor.

Qualified Small Business Stock (§1202) can exclude up to $10M of gain — if you qualify and structure it right. We check eligibility and plan the rest before you sell.

Not in Illinois? Neither are most of our clients — we serve all 50 states.

600+
Clients with advanced plans
40+
Years’ experience
Up to $10M
Potential §1202 exclusion
0%
Federal tax on qualified gain

We plan for pre-IPO founders and early employees — S-1 filers · new Section 16 insiders · option holders · RSU grantees before the lock-up.

The Tax Doctor
Sanjay Asija, CPA
Sanjay Asija, CPA · MBA · MST
40+ years’ experience

Find your free savings estimate

Free · we review every application personally.

No need to have anything in mind — from first-timer to seasoned investor, we've got you covered.
Reviewed personally.
Thank you.

We'll be in touch within one business day to schedule your strategy review.

What we plan

Strategies before the lock-up lifts

The exclusion only works if the stock and the holding period qualify — and only if you plan before you sell. Here's what we check and structure.

QSBS §1202
Up to $10M (or 10× your basis) of gain on qualified stock can be excluded from federal tax — entirely.
Up to $10Mtax-free
QSBS Stacking
Gift shares to trusts or family before the exit to multiply the per-taxpayer §1202 exclusion cap.
Multiplythe exclusion
Exchange Funds
Diversify a concentrated position without triggering a sale — defer the tax while you spread the risk.
Defer+ diversify
Pre-IPO Timing
Gift or trust shares before the run-up so the appreciation lands outside your taxable estate.
Beforethe run-up
Up to $10M
Of qualified gain that §1202 can exclude from federal tax — if you qualify
Before lock-up
Eligibility and timing are decided before you sell — not at filing
Audit-Ready
Every strategy is grounded in the IRS code and documented to withstand an audit — never loopholes
Who you'll work with

Sanjay Asija, CPA · MST

Founder of Asija CPA, Sanjay specializes in advanced tax planning for high-income individuals at a major taxable event — the strategies most CPAs never bring to the table.

“§1202 can make ten million dollars of gain disappear for tax. But almost nobody checks eligibility until it’s too late to fix.”

Pre-IPO? Check your §1202 eligibility.

A free, no-obligation review — we'll confirm whether your shares qualify for the §1202 exclusion and plan the timing before your lock-up ends.

Find My Savings Estimate →
Headquartered in Barrington, IL · Serving all 50 states · 100% remote
ASIJA·CPA
Projected savings are illustrative figures from prepared client assessments — not realized refunds, and not a guarantee. Actual results vary by income, entity, and state. This is not tax, legal, or investment advice. Targeting based on public records (SEC/CMS). © Asija CPA PLLC.