Avoid Costly Tax Mistakes as Your SaaS or eCommerce Company Scales
As your company grows, tax decisions compound quickly. We help founders and finance teams reduce tax exposure, preserve flexibility, and plan ahead—before missed opportunities become permanent.
Scaling Shouldn’t Create Tax Uncertainty
Growth introduces complexity. Decisions that felt minor early on—entity structure, compensation design, capitalization policies—can quietly limit your options later.
Tax surprises rarely come from bad intentions. They come from decisions made early—without visibility into how those decisions compound over time.
Most companies don’t realize there’s a problem until:
Opportunities are no longer available
Structural decisions are difficult or impossible to unwind
Exit planning becomes constrained
Our work helps clients move from reactive problem-solving to proactive outcome management—so leaders can make decisions with confidence.
Founders shouldn’t be penalized for building successful businesses.
A Strategic Partner, Not Just a Tax Provider
Most of our clients come to us after realizing their existing tax approach wasn’t designed for scale.
They weren’t careless. Their business simply outgrew tactics that were never meant to support sustained growth, investment, or liquidity events.
Our role is to bring clarity, foresight, and structure—so tax strategy supports where the business is going, not just where it’s been.
Who We Work With
We work with SaaS and eCommerce companies that want clarity and control as they grow.
Our clients typically include:
Companies building tax foundations designed to scale
Leadership teams that prefer proactive planning over reactive fixes
Founders who want to avoid tax surprises as complexity increases
Businesses focused on managing outcomes, not just filing returns
We support companies across the growth curve—when decisions start to compound.
We are not a compliance-only tax firm.
A Clear Path to Smarter Tax Decisions
Diagnose
We begin with a comprehensive review of your current tax position, structural decisions, and areas of risk or missed opportunity.
Design
We model scenarios and design a tax strategy aligned with your growth trajectory, ownership structure, and long-term objectives.
Implement
We support implementation and revisit strategy as the business evolves—so decisions remain aligned as complexity increases.
Our Areas of Focus
R&D Tax Credit Strategy
We design R&D credit strategies that align with payroll structure, capitalization policies, and long-term plans—rather than isolated, one-time studies disconnected from the broader tax picture.
QSBS Planning & Structural Design
QSBS eligibility is often determined years before an exit. We help founders structure early and make informed decisions that preserve future capital gains treatment.
Depreciation & Capital Cost Planning
Depreciation strategies are most effective when integrated into capital planning. We help clients improve cash flow while maintaining reporting clarity and long-term flexibility.
Entity & Structural Optimization
We advise on entity structure with scalability, ownership changes, and future transactions in mind—not just this year’s return.
Protecting content, documentation, media, and product narratives that support your brand.
The Cost of Waiting
Without proactive planning:
QSBS eligibility may be lost
Structural decisions become difficult to unwind
Effective tax rates increase over time
Flexibility at exit narrows
What Success Looks Like
With the right strategy in place:
Clear, defensible tax positions
Fewer surprises as the business grows
Greater flexibility as opportunities arise
Confidence heading into major decisions
Selected Client Outcomes
SaaS Company | Series A
Designed and implemented an R&D credit strategy aligned with payroll and growth plans, improving cash flow across multiple tax years.
Founder-Led SaaS Business
Structured early to preserve QSBS eligibility, supporting a future liquidity event with favorable capital gains treatment.
eCommerce Brand | Multi-Channel
Integrated depreciation planning into capital investment decisions, improving cash flow while maintaining reporting clarity.
Protecting content, documentation, media, and product narratives that support your brand.
Frequently Asked Questions
Do you handle corporate and individual tax filings?
Yes. We prepare corporate and individual tax filings as part of our broader tax strategy work, ensuring execution aligns with long-term planning and avoids unnecessary surprises.
Do you support founders personally, or only the business?
We often work with founders individually to ensure personal tax filings align with company structure, equity decisions, and long-term outcomes.
Do you handle 1099 filings and related compliance?
Yes. We prepare and file required 1099s to ensure accurate reporting and alignment with overall tax strategy.
Do you handle sales and use tax payments?
We support sales and use tax filings and payments as part of a coordinated tax approach, helping clients stay compliant while avoiding reactive, last-minute issues.
Built for Long-Term Decision Making
Tax strategy isn’t about finding loopholes. It’s about designing structures that hold up as the business evolves.
We believe the best tax strategies are the ones that prevent surprises—and give leaders confidence in the outcomes they’re working toward.
Our work prioritizes clarity, foresight, and disciplined execution—so growth creates opportunity, not constraint.
Supporting Real-World Innovation
Start with a Strategic Review
Most client relationships begin with a private tax strategy review to determine fit and identify meaningful opportunities.