Built for Scale: Tax Support for Technology Companies

As your team grows, so does the complexity of equity-based compensation. We help founders and finance leaders structure plans that attract talent and avoid tax surprises down the line.

• Restricted Stock Awards (RSAs) & Restricted Stock Units (RSUs): We advise on restricted stock and RSU grants, considering vesting schedules, liquidity events, and 83(b) election strategies to align business priorities with timing and tax implications for the grantees.
  
  
• Nonqualified Stock Options (NSOs) & 409A Compliance: We advise on the structure and timing of NSO grants to align with hiring goals and minimize ordinary income exposure. We also ensure compliance with Section 409A valuation and deferral rules to avoid costly penalties.
  
  
• Incentive Stock Options (ISOs): We help structure ISO grants to support retention and exit strategy goals while meeting the requirements of Section 422.
  
  
• Partnership Profits Interests, Capital Interests, and Options: For partnership and LLC structures, we help you optimize the granting of equity interests through profits interests, capital interests, and options to align incentives while addressing allocation and valuation issues.

With thoughtful planning, you can motivate your team and protect your equity without creating unnecessary tax exposure.

Whether you're just getting started or preparing to raise institutional capital, entity structure matters. We help leaders ensure they’ve structured their business effectively.

• Choice of Entity Analysis: Evaluate C-corp, S-corp, and partnership structures with growth and investor goals in mind.
  

• Cross-Border & Multistate Planning for Supply Chains and IP: Optimize where assets and operations are held for tax efficiency while aligning with business needs and legal requirements.
  

• Restructuring Support: Help your business optimize its structure, exit waterfall, debt vs. equity funding mix, and executive compensation in preparation for a future raise or exit.

The right structure today can reduce tax costs and increase flexibility down the road.

Tech companies often operate in multiple states–even states where they don’t have a physical presence. We help you stay compliant and reduce risk as your footprint expands.

• Income Tax & Sales & Use Tax Nexus Studies: Identify where you’re required to file based your sales, payroll, and property, or remote operations, taking into account 3PLs and third-party agents.
  
  
• Sales Tax System Setup & Support: Establish processes to handle tax collection, remittance, and exemption management across platforms.
  
  
• Voluntary Disclosure Agreements (VDAs): Resolve historic noncompliance and limit penalties through proactive disclosure.

With the right approach, you can stay ahead of multistate tax issues as your business grows.

If you're preparing for a sale, early tax planning can make a big difference. We help you reduce friction and maximize value when the time comes.

• Due Diligence Preparation/Sell-Side Diligence: Identify potential red flags and fixable issues before they become identified exposures during transactions.
  
  
• Transaction Structuring: Help founders and key employees plan for cash flow, deferral, and gain recognition.

• QSBS Eligibility: Assess and maintain qualification for tax-advantaged stock treatment.

We help tech companies go to market with a clean, tax-smart story.

Tax disputes can derail progress if you’re not prepared. We help tech companies manage audits, appeals, and disputes with focus and experience.

• Pre-Audit Risk Review: Identify potential exposure and prepare documentation before tax authorities come calling.
  
  
• Audit Representation: Represent your business and handle communication during federal, state, and local audits and appeals.
  
  
• Resolution and Negotiation: Support amended filings, abatement requests, and closing agreements.

We handle communication with the tax authorities so your team can stay focused on growth.