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
Core Tax Compliance & Filing
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.
PLUS
Proactive Planning & SaaS-Focused Strategies
The Plus tier is for the SaaS founder who wants to pay the lowest tax possible and have support for tax questions in the year.
PREMIUM
Full-Service Tax Support, Including Quarterly Planning & Audit Support
At this tier, business owners want to proactively manage their tax situation and be covered in case of an audit. With quarterly tax payments, we’ll continually plan strategically throughout the year.
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:
R&D Credit Studies
Unlock savings designed specifically for innovative SaaS products.
Specialized SaaS Credits & Deductions
Ensure you’re not leaving money on the table.
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
