Tax planning that starts in January, not April.
Your business is complex. The tax code is complex. You probably don't have the time or the inclination to master both. We help you understand the tax implications, make smart decisions, and save time and money, and because we only serve the tech industry, we do it in a way that makes sense for your company.
Tax planning
A good tax plan gives you a clearer path to lower taxes, but it isn't a one-and-done exercise. Working together, we break planning into nine categories, with an eye on the current year and on the future:
- Technology tax incentives, including R&D credits and the payroll-tax offset
- Timing of transactions and revenue recognition
- Business structure
- Employee benefits
- Generational planning
- Reinvestments
- Bundling intellectual property
- State and local taxes, including sales-tax nexus
- Exit planning
Tax returns and compliance
Business and personal returns are core to any healthy company, and a poorly executed return can miss important disclosures, trigger audits, cause financing problems, or simply result in higher taxes. We make sure the bookkeeping is in order and the planning is done before we start preparing returns. The result is fewer mistakes and a quicker turnaround, which helps you meet deadlines.
Qualified Small Business Stock
You work hard at what you do. When you're ready to sell your business, you shouldn't have to give away a large share of the proceeds in taxes. As a qualified small business, depending on the size of the company, you could pay zero federal tax on the sale. There is a lot of nuance in the rules, and we are here to advise you. Read the QSBS tax strategy page.
Other tax reporting
Our approach covers all of your filing needs: payroll, sales, personal property, and international taxes, as well as licensing. Because we live in the technology industry, we keep clients informed as the tax rules evolve to catch up with new business models.
International tax
When a U.S. technology company scales, it is good practice to start looking across borders to reduce taxes and protect intellectual property. Whether you need a full international plan, like domiciling IP in a low-tax jurisdiction, or just a referral to a partner firm for basic compliance, we can help.