Technology

Technology companies face a distinct set of tax challenges — QSBS eligibility, equity compensation, R&D credits, Section 174 treatment, and ASC 740 provisions for companies with VC investors and audited financials. Vallou has deep experience advising technology and software businesses. We know how these companies are built, how they are financed, and what they need from a tax advisor at every stage of growth.

Software & SaaS

Communication

Digital Healthcare

Consumer Technology

Hardware & Electronics

Built for the Complexity of Technology

Technology companies move fast and the tax decisions made early have consequences that last for years. Entity structure, QSBS eligibility, and equity compensation planning all require an advisor who understands how tech companies are actually built and financed.

Vallou advises software, SaaS, and technology companies on everything from R&D credits to transaction advisory and international tax. We work with founder-owned and VC-backed businesses at every stage — from startups thinking about structure to companies preparing for an exit.

  • The right structure from day one can eliminate tax on millions in gains at exit. Most founders get this wrong or miss it entirely.

  • Software development, product improvement, and technical experimentation frequently qualify. We identify what counts and manage the documentation.

  • ISOs, NSOs, and RSUs each carry different tax consequences. We help founders and employees make informed decisions before it's too late.

  • From due diligence to deal structure to post-close planning, the tax decisions in a transaction can be worth millions.

  • Remote teams, economic nexus, and foreign subsidiaries create real exposure. We manage it proactively.

  • Most VC-backed founders don't know if their company qualifies as QSBS until it's too late to fix it. We make sure our clients get it right from day one.