Accounting & Tax Services for Tech Companies
Technology companies — from early-stage startups to scaling SaaS platforms and established software firms — face a distinct set of financial challenges that general accountants often aren't equipped to handle. Revenue recognition under ASC 606, R&D tax credit optimization, equity compensation accounting, and investor-ready financial reporting all require specialized expertise. Accounting Intelligence works with tech founders, CTOs, and CFOs to build the financial infrastructure that supports rapid growth and keeps you audit-ready at every stage.
The federal R&D tax credit is one of the most valuable and underutilized incentives available to tech companies. Qualifying activities include developing new software, improving existing products, and building internal tools — areas where most tech companies spend heavily. Our CPAs document and claim these credits properly, including the payroll tax offset available to early-stage companies that aren't yet profitable. Combined with Section 174 R&D expense planning, these strategies can generate significant cash savings.
Equity compensation — stock options, RSUs, and founder equity — creates complex tax situations for both the company and its employees. We advise on 83(b) elections, ISO vs. NSO planning, and the tax implications of equity events including fundraising rounds, secondary sales, and acquisitions. We also assist SaaS companies with deferred revenue accounting, subscription metrics reporting, and the financial diligence packages that investors and acquirers expect.
Tech Company Accounting Services
- R&D tax credit identification, documentation, and filing
- ASC 606 revenue recognition for SaaS and subscription businesses
- Equity compensation accounting (stock options, RSUs, 83(b) elections)
- Startup tax planning and entity structuring
- Investor-ready financial statements and board reporting
- Section 174 R&D expense capitalization planning
- Multi-state nexus analysis and sales tax compliance for software
- M&A due diligence support and transaction accounting
Tax preparation and advanced tax planning are provided through Sanderson & Williams, PLLC.
