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Certified Public Accountants (CPA)
All 50 United States
International Clients Welcome
Crypto & 1099-DA Specialists
English · Polish · Ukrainian
24-Hour Response Commitment
✓
Business Returns (1120, 1065, 1120-S)
Corporate, partnership, and S-corporation returns for all entity types, filed accurately and on time.
✓
Multi-State Filing
Returns spanning multiple states with proper nexus analysis, apportionment, and state-specific compliance.
✓
Amended Returns (Form 1040-X)
Corrections to prior-year returns — recovering missed deductions, correcting errors, and filing amended state returns.
✓
IRS Correspondence & Notices
We handle all IRS letters, notices, and inquiries on your behalf — professionally and promptly.
✓
Prior Year & Late Returns
Unfiled returns for any prior year, including penalty abatement strategy and installment agreement guidance.
Why CPA Legacy Group
CPA-Led Professionals — licensed, credentialed, and fully accountable
24-Hour Response Guarantee — a real professional responds within one business day
Year-Round Availability — not just during tax season; we are here whenever you need us
All 50 United States — multi-state and federal compliance expertise
International Clients — foreign companies and individuals served with full expertise
Trilingual — English, Polish & Ukrainian — serving diverse clients and businesses
Ready to get started?
Request a Consultation
Home›Industries›Technology & Startups
Certified Public Accountants · Industry Expertise

💻 Technology & Startups

Tax strategy built for high-growth companies from day one — delivered by Certified Public Accountants who understand your industry's specific challenges.

Schedule a Consultation ← All Industries
Overview

Understanding Your
Industry's Tax Landscape

Technology companies and startups face tax and financial challenges that most generalist CPAs have never encountered — R&D credit qualification, equity compensation complexity, multi-state nexus from a fully remote team, and the critical entity structure decision before your first funding round. Getting these wrong in year one can cost you significantly in year three.

Talk to Our Team
$10M
QSBS exclusion per founder
30 days
83(b) election window
5,000+
Returns filed
24h
Response guarantee
Related Services
Common Challenges

Tax & Financial Challenges
Technology & Startups Businesses Face

These are the issues we see most often — and the ones that cost the most when handled incorrectly. Click any item to read more.

R&D Tax Credit — Missed or Incorrectly Claimed+
The Research & Development tax credit (Section 41) is one of the most valuable credits available to technology companies — and one of the most frequently missed. Qualifying activities include developing new software, improving existing algorithms, and conducting technical experimentation. Many startups do not realize they qualify.
Equity Compensation Complexity+
Stock options (ISOs and NSOs), restricted stock units (RSUs), and Section 83(b) elections create significant tax complexity for founders and employees. A missed 83(b) election within 30 days of a stock grant can cost tens of thousands in ordinary income tax that could have been avoided entirely.
Entity Structure Before Fundraising+
Investors require C-corporations — specifically Delaware C-corps — for equity investments. Converting from an LLC to a C-corp at the wrong time triggers taxable events. Getting your structure right before your first term sheet saves significant tax and legal cost.
Remote Team Creates Multi-State Nexus+
A single remote employee in another state creates payroll tax obligations, income tax nexus, and sometimes sales tax obligations in that state. As your team grows across states, so does your compliance footprint.
Sales Tax on SaaS — State-by-State Complexity+
SaaS taxability varies dramatically by state — some tax it fully, some partially, some not at all. As you scale revenue across state lines, your exposure grows and the rules are rarely straightforward.
Section 1202 QSBS Exclusion — Missed Planning+
Qualified Small Business Stock under Section 1202 can allow founders and early investors to exclude up to $10 million in capital gains from federal tax. The clock starts at issuance and strict requirements must be met — this is a planning opportunity that disappears without proper setup.
How We Help

Our Services for
Technology & Startups

Every engagement is tailored to your specific situation. We build strategies that fit your industry, your numbers, and your goals — not generic advice applied to everyone.

✓
R&D Tax Credit Analysis & Documentation
We identify qualifying activities, calculate your credit correctly, and build the documentation package to support it under IRS scrutiny.
✓
Equity Compensation Planning
ISO vs. NSO analysis, 83(b) election guidance, RSU vesting tax planning, and AMT optimization for founders and key employees.
✓
Entity Structure & Pre-Funding Planning
Delaware C-corp formation, LLC-to-Corp conversion strategy, and cap table tax planning before your first investment round.
✓
Multi-State Nexus & Payroll Compliance
We identify your state filing obligations as your team grows and set up the right registrations in each state.
✓
Startup Tax Return Preparation
Federal and state corporate returns, including NOL tracking, credit carryforwards, and startup-specific elections.
✓
Section 1202 QSBS Planning
We verify your stock qualifies and document the requirements so your exclusion is protected at exit.
Why CPA Legacy Group
Industry-specific expertise — not generic advice applied to your situation
CPA-Led professionals — licensed, credentialed, accountable to every client
24-hour response guarantee — every inquiry, every time, no exceptions
All 50 states — multi-state and federal compliance expertise
Year-round availability — not just during tax season
English, Polish & Ukrainian — trilingual professional service
Ready to get started?
Schedule a Free Consultation
01
Consultation

We discuss your specific situation, industry challenges, and goals — honestly, without pressure. No obligation.

02
Engagement

A clear written engagement letter with transparent pricing. A dedicated CPA assigned to your account.

03
Execution

We prepare your deliverables with open communication throughout. You review and approve before anything is filed.

04
Year-Round Support

We remain your trusted advisors after filing — for planning, IRS matters, and every financial decision in between.

Ready to Work with a CPA Who
Knows Technology & Startups?

Schedule a free consultation. We'll listen to your situation and tell you exactly how we can help. English, Polish, and Ukrainian available.

Schedule a Consultation ✉ Email Our Team

✓ 24-HOUR RESPONSE GUARANTEE

Ready to Build a Stronger
Financial Future?

Reach out by phone, form, or email — a real professional responds within 24 hours. No automated replies. No runarounds. Your success is our commitment.

Schedule a Consultation✉ Email Our Team Directly✓ 24-Hour Response Guarantee
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