Technology companies can owe tax in states they’ve never set foot in, and recognize revenue on a different schedule than they collect it. We work through R&D credit identification and documentation, the return of domestic R&D expensing under Section 174A, software and subscription revenue recognition, and SaaS sales tax where state rules are inconsistent and change often. We also handle equity compensation, including ISO and NSO treatment and 409A timing, qualified small business stock eligibility and the planning that preserves it, internally developed software costs, and withholding obligations on multi-state and foreign contractors.
Technology and Software Advisory
Software companies, IT services firms, and technology consultancies. We have deep experience with the revenue recognition, credit, and multi-state questions that come with a distributed customer base.
Revenue Timing, Credits, and Nexus You Did Not Choose
Talk to Someone Who Knows Technology
Work directly with experienced advisors who understand your industry and are committed to guiding your business through informed financial decisions.
Schedule a ConversationServices We Provide
R&D credit studies
Section 174A planning
SaaS sales tax
QSBS eligibility
Fractional CFO for venture-backed companies
FAQs
Can we deduct domestic R&D costs again?
Yes. Section 174A restored immediate expensing of domestic research costs; transition rules may allow catch-up deductions.
Is SaaS subject to sales tax?
In some states; the rules differ and change often.
Will we qualify for QSBS?
It depends on entity type, asset tests, and active business rules; we plan for it early.