Technology & Startups
Scaling a tech company requires agile financial strategies. We guide startups from seed stage to exit with expert tax and accounting support.
R&D Tax Credits
Innovation should be rewarded. The Research & Development (R&D) Tax Credit is one of the most valuable incentives for tech companies, yet it is often overlooked.
We identify qualifying activities—from software development to process improvement—and calculate your credit to offset payroll taxes (for startups) or income taxes.
Equity Compensation Planning
Attracting talent with equity is standard in tech, but the tax implications of ISOs, NSOs, and RSUs are complex for both the company and the employee.
We help you structure stock option plans correctly and assist employees with 83(b) elections and AMT planning to avoid surprise tax bills.
Why Choose Us?
We deliver value beyond just compliance. Here is how we help you succeed.
Benefit 1
R&D Credit Studies
Benefit 2
SaaS Revenue Recognition
Benefit 3
Cap Table Management
Benefit 4
QSBS Analysis
Benefit 5
International Expansion
Benefit 6
Exit Strategy Planning
Our Process
A simple, transparent journey from start to finish.
Setup
Establish scalable accounting systems and chart of accounts.
Compliance
Manage monthly burn rate reporting and investor updates.
Scale
Optimize for fundraising, due diligence, and eventual exit.
Common Questions
Everything you need to know about our service.
What is QSBS?
Do pre-revenue startups need tax filings?
How is SaaS revenue recognized?
What is an 83(b) election?
Ready to Optimize Your Finances?
Join hundreds of satisfied clients who trust Sg fintax advisors LLC with their financial future.