Technology
We guide software, SaaS, and hardware companies through the tax issues that come with each stage, from first funding round to exit.
HOW WE HELP
Tax services for technology companies.
- Software and SaaS
- AI and data
- Fintech
- Hardware and deep tech
- Tech-enabled services
R&D tax credits
Software, engineering, and product work often qualifies for federal and state R&D credits.
Credits & incentives →Equity and QSBS
Planning equity grants, option exercises, and capital raises to protect QSBS benefits for founders and investors.
Tax planning →Sales and state tax
Determining where SaaS sales and remote employees create filing requirements, then keeping those filings current.
State & local tax →
Credits, equity, and filings should stay connected.
A new hire, a new market, or a new investor can change all three at once. Connect with our team to review how your plans affect each one before tax time.
Credits, equity, and filings should stay connected.
A new hire, a new market, or a new investor can change all three at once. Connect with our team to review how your plans affect each one before tax time.
TECHNOLOGY INSIGHTS
September 22, 2026
Using recourse notes to exercise options earlier and potentially start the QSBS clock sooner
A recourse note can fund an option exercise without full cash payment and may start the QSBS holding period sooner.
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September 22, 2026
AI may be turning more companies into R&D credit candidates
Building software with AI, instead of buying it, can qualify a company for the R&D credit for the first time.
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July 22, 2026
Texas rewrites its R&D credit: What businesses should know
Texas raised 2026 R&D credit rates, tied the credit to Form 6765, and made it refundable for some companies.
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