HeyFounderCPA

Tax strategy for founders, equity and exits.

JH Group CPA helps founders understand tax decisions around ownership, growth and liquidity—before the transaction makes the decision for them.

Request a consultation Explore founder tax services
A founder and tax advisor reviewing planning documents at a table

What decision are you approaching?

Start with the event in front of you. Each path highlights the tax questions and records that may matter before the decision becomes difficult to change.

Tax planning that aligns with how you build.

Founder tax questions change as the company changes. We help identify the relevant issues, organize the facts and coordinate before material decisions are executed.

Generic capitalization and corporate-record worksheets with no client information
01Founder stock & Section 83(b)Review the timing, documentation and tax questions that can arise when founder stock is issued or becomes subject to vesting.02QSBS planningAssess the statutory requirements, ownership history and company facts that may affect Section 1202 treatment.03Equity compensationEvaluate the tax considerations surrounding options, restricted stock and other equity arrangements.04Startup & C-corporation taxCoordinate federal, state and company-level tax matters as the business forms, raises capital and grows.05Fundraising readinessOrganize tax records and identify open questions before diligence, financing or a material transaction.06Exit tax planningModel relevant tax considerations before a secondary sale, acquisition or other liquidity event.

Decisions change as the company changes.

  1. 1

    Understand the ownership

    Start with the cap table, governing documents and a chronology of relevant equity events.

  2. 2

    Identify the tax questions

    Separate immediate filing matters from longer-term ownership, compensation and transaction issues.

  3. 3

    Coordinate before execution

    Work with legal and financial advisors before documents are signed when the timeline allows.

  4. 4

    Document and revisit

    Record the analysis and revisit assumptions as the company, law and transaction facts change.

QSBS, equity compensation and exit outcomes depend on the applicable law and each client’s facts.

Bring tax into the conversation before the next decision.

Tell us what is changing—formation, financing, equity, expansion or a potential exit. We will determine whether a founder-focused tax consultation is an appropriate next step.