Industry focus
Technology & SaaS Startups
Software companies, app developers, tech founders, cybersecurity firms, and AI startups: burn rate, equity comp, R&D credits, and multi-state nexus. We speak startup, with investor-ready financials and a tax strategy built to scale with you.
Services we offer in this industry
The services most often used by businesses in this industry. Each one is led by an IRS Enrolled Agent.
New Business Formation
Transforming your vision into a thriving, profitable business venture.
Small Business Accounting
Empowering small businesses to conquer financial challenges with confidence.
Business Income Tax Preparation
Maximizing tax savings, minimizing stress for business owners.
Advisory Solutions
Adaptable financial guidance for current challenges, seizing future opportunities.
Related industries
Import/Export & International Trade
International traders, distributors, customs brokers, and cross-border e-commerce operators: we handle transfer pricing, foreign tax credits (Form 1116), and FinCEN compliance, protecting your business on every side of the transaction.
Real Estate & Property Management
Investors, landlords, developers, HOAs, property managers, mortgage brokers, title companies, and hard money lenders: we maximize your depreciation, navigate passive loss rules, and structure every deal to keep more money in your pocket.
Law Firms & Legal Services
Solo practitioners, multi-partner firms, legal consultants, and mediation services: we structure partner draws, manage trust accounting, and build tax strategies that protect what you've worked hard to earn.
Related guides
QSBS Section 1202: How the Small Business Stock Gain Exclusion Works
Section 1202 lets C-corp shareholders exclude some or all gain on qualified small business stock held more than 5 years, and the One Big Beautiful Bill raised the gross asset cap to $75 million.
Section 174A and R&D Expensing in 2026: What the One Big Beautiful Bill Reversed
R&D expensing is back: Public Law 119-21 restored immediate expensing of domestic research costs under Section 174A for tax years beginning after December 31, 2024.
S-Corp Reasonable Compensation: IRS Rules and the Watson Case Standard
S-corp shareholder-employees who do more than minor services must take a reasonable salary subject to FICA, FUTA, and income tax withholding. See the IRS framework and the key case law.
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Talk to us about how we can help you stay compliant and grow.