Entity and capitalization
Coordinate the tax implications of formation and ownership with legal documentation and business objectives.
Build the tax record alongside the company.
A startup’s tax posture develops through formation, capitalization, hiring, research activity, state expansion and financing—not only at filing time.
Federal and state compliance
Identify filing obligations and changing nexus considerations as operations and personnel expand.
Research and development
Evaluate current rules affecting research costs and available credits based on documented activities and expenditures.
Fundraising diligence
Prepare organized tax records and a clear list of unresolved items for investors and transaction advisors.
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