Income Tax
Services for SaaS Companies
Tax compliance and strategy built for the unique needs of SaaS companies and their founders.
Most tax CPAs don’t understand SaaS, and that costs founders money. From R&D credits, multi-state complexities, QSBS, international founders, and complex cap tables, our tax practice is built to maximize your tax strategies.
We offer fixed-fee, tiered packages so you always know what you’ll pay.
Our Packages
BASIC
This tier is designed for founders who want to meet the legal requirements, but aren’t as focused on proactively reducing taxes. They’re looking for a reliable tax CPA, but low-touch and less expensive.
Return Preparation & Filing
Est. Tax Payments: Safe Harbor
Tax Consultations
Annual Review to Maximize Deductions & Credits
IRS / State Notices
Tax Planning & Strategy
IRS / State Audit Support
PLUS
This tier is for the SaaS founder who wants to pay the lowest tax possible and have support for tax questions in the year.
Return Preparation & Filing
Est. Tax Payments: Q2 & Q4
Tax Consultations
Annual Review to Maximize Deductions & Credits
IRS / State Notices
Tax Planning & Strategy
IRS / State Audit Support
PREMIUM
At this tier, business owners want to proactively manage their tax situation and be covered in case of audit. With quarterly tax payments, we’ll continually plan strategically throughout the year.
Return Preparation & Filing
Est. Tax Payments: All Quarters
Tax Consultations
Annual Review to Maximize Deductions & Credits
IRS / State Notices
Tax Planning & Strategy
IRS / State Audit Support
Customize Your Plan
We know everyone’s situation is different. Whether you need additional state returns, tax consultations, property tax help, or tax research, you can add on any service you need. Some SaaS owners are specifically looking for:
- Additional State Returns
- Estimated Tax Payments
- Tax Consultations
- IRS / State Notices
- Amended Tax Returns
- Sales Tax
- Property Taxes
- Entity Selection / Conversion
- Accounting Method Change
- R&D Credit Study
- Cost Segregation Study
- Reasonable Comp Study
- Tax Research / Opinion Letter
- Crypto Currency Reporting
- Foreign Income, Taxes
- Foreign Ownership
- Tax Resolution of Back Taxes
- IRS / State Payment Plans
- Offer In Compromise
- Audit Support for Back Years
- Transfer Pricing Studies
Benefits for SaaS Founders
- Maximize tax benefits through SaaS-specific strategies
- Resource for complex tax questions
- Your single vendor for SaaS books, taxes, and R&D credits
