IT & Software Companies
Tax Strategy Built for Technology Companies
IT firms and software companies have access to significant tax advantages that most accountants overlook — R&D tax credits, software development cost treatment, and strategic entity structures. We make sure you capture every one.
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The Financial Challenges You Face
We understand the specific accounting and tax issues that affect it & software companies — and we know how to solve them.
R&D Tax Credit Opportunities
Many software development activities qualify for the federal R&D tax credit — a dollar-for-dollar reduction in tax liability that most tech companies leave unclaimed.
Multi-State Nexus & Sales Tax
SaaS and software sales create complex multi-state tax obligations. We track your nexus exposure and keep you compliant.
Contractor vs. Employee Classification
Tech companies frequently work with contractors. Misclassification creates significant tax and legal exposure that we help you avoid.
Equity Compensation Tax Planning
Stock options, RSUs, and equity grants create complex tax events. Proper planning around exercise and vesting can save substantial amounts.
What We Do for IT & Software Companies
Software companies and IT service firms have unique tax opportunities — R&D credits, IP amortization, and multi-state nexus issues that generalist accountants often miss.
View all servicesServices included
- Business tax preparation (S-Corp, C-Corp, LLC)
- R&D tax credit identification and documentation
- Multi-state sales tax compliance
- Monthly bookkeeping and financial reporting
- Payroll and contractor payment management
- Equity compensation tax planning
Stop leaving R&D credits and tax savings on the table.
Schedule a free consultation and get a flat-fee quote tailored to your business.