Tax Strategy & Advisory for Technology Companies
Tax Strategy Built for How Technology Companies Operate
Year-round tax planning and compliance designed for businesses navigating recurring revenue, R&D investment, equity compensation, and multi-jurisdictional growth.
Technology companies face unique tax challenges that traditional accounting firms often overlook or mishandle.
We specialize in the tax complexities specific to technology-driven businesses—from SaaS revenue recognition and R&D tax credits to equity compensation structures and multi-state expansion.
This isn’t generic tax advice. It’s strategic tax planning built around how your business actually operates.
Who this is For
Ideal for:
- Technology & SaaS companies
- Biotech and life sciences businesses
- Health technology companies
- Digital and online businesses
- Early-stage to growth-stage companies ($500K - $50M revenue)
WHAT'S INCLUDED
Business Tax Strategy & Planning
What it is:
Proactive, year-round tax planning focused on optimizing your tax position while supporting business growth objectives.
- What we do:
- Quarterly tax planning sessions
- Entity structure optimization (C-Corp, S-Corp, LLC)
- Tax impact analysis for business decisions
- Multi-year tax forecasting and scenario planning
- State and local tax (SALT) strategy
- Tax-efficient growth planning
Who needs this:
Companies making $500K+ in revenue who want to minimize tax liability while scaling efficiently.
R&D Tax Credits
What it is:
Identification, documentation, and claiming of federal and state R&D tax credits for qualified research activities.
- What we do:
- R&D credit qualification assessment
- Documentation of eligible activities and expenses
- Credit calculation and maximization
- Payroll tax offset strategy (for eligible startups)
- State R&D credit optimization
- Audit support and documentation
Who needs this:
Technology companies investing in product development, software engineering, or scientific research.
Typical benefit:
$50K - $500K+ in annual credits depending on qualified spend.
Equity & Compensation Planning
What it is:
Tax-efficient structuring and planning around equity compensation, stock options, and employee ownership.
- What we do:
- Equity structure design (409A alignment)
- ISO vs. NSO strategy
- Stock option pool planning
- Tax implications of equity grants and vesting
- RSU and restricted stock planning
- Equity compensation for executives and key employees
Who needs this:
Companies issuing stock options or equity to employees, or founders planning equity distribution.
Multi-State Tax Compliance
What it is:
Management of tax obligations across multiple states as your business expands or operates with remote teams.
- What we do:
- Economic nexus analysis
- State income tax return preparation
- Sales and use tax compliance
- Apportionment and allocation strategies
- State tax incentive identification
- Audit defense and representation
Who needs this:
Companies with employees, customers, or operations in multiple states.
Federal & State Tax Preparation
What it is:
Timely, accurate preparation and filing of all required business tax returns.
- What we do:
- Federal corporate tax returns (1120, 1120-S)
- State income tax returns (all states)
- Partnership and LLC returns (1065)
- Extension management and estimated payments
- Tax return review and planning for next year
- Coordination with financial statements
Who needs this:
Every technology company—this is the foundation.
WHY CHOOSE US FOR TECHNOLOGY COMPANY TAX
We Understand Your Business Model
We know how SaaS revenue works, what qualifies for R&D credits, and how equity compensation should be structured.
Proactive, Not Reactive
We don't wait until year-end. We work with you throughout the year to optimize and plan.
Integrated with Financial Operations
Our tax strategy connects directly with your accounting and CFO advisory—everything works together.
COMMON QUESTIONS
Yes. We manage economic nexus analysis and multi-state sales tax compliance for software and SaaS businesses.
Absolutely. We work with venture-backed companies to structure tax-efficient equity and plan for post-funding obligations.
We're happy to serve as a second opinion, take over completely, or work alongside your current team depending on your needs.
Get Started
Ready to bring strategic tax planning to your technology company?