R&D tax credits, multi-state compliance, and strategic tax planning from CPAs who understand startups and venture-backed companies.
Schedule a ConsultationWe provide tax services designed for growing companies with complex needs. From R&D credits that put cash back in your pocket to multi-state compliance that keeps you out of trouble.
Federal and state R&D tax credits for companies developing new products, processes, or software. We identify qualifying activities, calculate credits, and prepare documentation that withstands IRS scrutiny.
As you hire remote employees and sell across state lines, tax obligations multiply. We track nexus, file returns, and ensure compliance across all jurisdictions.
Proactive tax planning that integrates with your business strategy. Entity structure, compensation planning, and tax-efficient growth strategies.
Most software companies, biotech startups, and product development firms qualify for R&D tax credits but don't claim them. The federal credit can be worth 6 to 8% of qualifying R&D expenses, and many states offer additional credits. For a company spending $500K on engineering salaries, that's $30K to $40K back in your pocket every year.
If your company is developing new or improved products, processes, or software, you likely qualify. The bar is lower than most founders think.
Building new features, improving performance, developing algorithms, integrating systems. Most engineering work qualifies.
Drug development, clinical trials, medical device design, laboratory processes. Heavy R&D activity means significant credits.
Process improvements, new product development, tooling design, quality testing. Even incremental improvements can qualify.
Product design, prototyping, firmware development, testing. Both the hardware and software components qualify.
Remote work has created tax obligations in states where you've never had an office. We help you stay compliant without drowning in filings.
One employee in a new state can trigger income tax filing requirements, unemployment insurance, sales tax obligations, and more. Many companies don't realize they have exposure until it's too late.
We track your employees, customers, and activities to identify nexus. We file required returns, handle registrations, and represent you if a state comes knocking.
We do your books, so we already know your business. Tax planning is built into your monthly accounting, not an afterthought in April.
We understand venture-backed companies, equity compensation, and the unique tax situations founders face. No explaining why you took a below-market salary.
Every tax engagement has CPA oversight. We sign what we file and stand behind our work.
If the IRS or a state tax authority comes calling, we represent you and handle the response. Our documentation is built to withstand scrutiny.
Schedule a call to discuss R&D credits, multi-state compliance, or your overall tax strategy. Most companies are surprised by how much they're missing.
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