Tech and SaaS Companies Tax and Accounting

Technology and SaaS companies are experiencing radical change as more and more developers and competitors enter the market.

In the last decade, SaaS and technology companies represented the largest growth of the S&P (as of 2020) and are on pace to grow at a compound annual growth rate of 9% over the next five-year period. As smaller technology companies enter the space, sophisticated buyers have become more discerning in selecting technology partners, applying price pressure with the expectation of high-quality output.

With changes in the competitive landscape and how consumers and the developing world continue to move online, the industry has had to keep pace to become more efficient while improving quality to stay ahead of competition. This has required careful attention to agreements, unit costs, and budgets.

Keeping pace with our clients is no easy feat. That is why we’ve developed tools and metrics that help tech companies understand their own progress against self-established goals and monitor how their numbers measure up to the rest of the industry. To keep up with our clients, we’ve developed an advisory program to consistently deliver a first-rate client experience. Our proven method for delivering a successful On-Ramp includes:

  • Prior Year Tax Return Review Covering Missed Strategy and Deductions
  • QuickBooks, Xero, Accounting Systems Diagnostic 
  • Financial Projections & Tax Liability 
  • Tax Credits Analysis 
  • Entity Considerations, Structuring Optimization, and Tax-Optimal Buy-Sell Agreement 

Our focus is well beyond tax return filings, as we find tech companies are looking for a partner who can constantly deliver more. And that’s just what we do in our On-Ramp program.

On-Ramp for Business



Business and entrepreneur tax returns and compliance 

Quarterly estimated taxes

Tax credit analysis

IRS controversy correspondence, representation, and audit defense



Financial reviews and bookkeeping 

Quickbooks or Xero accounting diagnostic

Chart of accounts

Key Performance indicators benchmarking

Financial Systems

Systems integration and automation 

Accounting software implementation

R&D and Work Opportunity tax credit tracking automation

Accounting system integration


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Why Do I Need A Strategic Tax & Accounting Advisor?


Avoid Unnecessary Penalties

Software products don’t fight penalties or take little-known deductions. We do.

Deliverables and Strategy Focused

We make sure that our advisors are aware and transparent about the goals for each client.

Live & Ongoing Strategy

We provide “live” advice that ensures you take action to realize available savings before the ink “dries” on your financials.


Our tax experts know how the IRS works and how to save $1,000’s in tax without raising red flags.