Formation and ownership
Review entity choices, initial ownership, capitalization records and the timing of founder stock decisions.
Founder tax planning starts with the ownership story.
The relevant questions often begin before a return is prepared: who owns the company, what was issued, when documents were signed and what may change next.
Financing and growth
Identify tax questions that may arise during fundraising, multi-state expansion, hiring and changes to the cap table.
Transaction readiness
Organize the tax record and coordinate with legal and financial advisors before a secondary sale or acquisition.
Bring the facts into focus before the next decision.
A consultation begins with what has happened, what may change and which documents are available.
Discuss your situation