Fueling Innovation and Growth

Strategic CPA Advisory for Information Technology & Start-Ups

Expert financial modeling, R&D tax credit optimization, and strategic guidance to secure funding, manage complex capital structures, and scale operations efficiently.

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Navigating the Venture Capital Cycle and Tax Efficiency

R&D Tax Credits & Documentation: Proactive identification, calculation, and rigorous documentation of qualified R&D expenses for immediate tax savings.

Investor-Ready Financial Modeling: Developing sophisticated investor models, runway projections, and due diligence support to prepare for capital raises.

Strategic Tax Planning: Optimizing corporate structure (e.g., Delaware C-Corp setup), managing international expansion tax impacts, and state/local tax compliance.

Our Value Proposition: We provide the precise financial discipline required for venture success. From optimizing R&D tax documentation to preparing investor-ready financial models, we secure your runway and position your firm for the next round of funding.

FAQs

Q: How do you assist us in complying with the rigorous reporting requirements of our Venture Capital investors?

A: We manage the preparation of timely, accurate financial packages that meet the demanding covenants and reporting formats required by your VC partners, ensuring transparency and trust.

Q: How does the new rule on mandatory R&D expense amortization impact my cash flow and valuation?

A: The 2022 law significantly impacts current taxable income. We model this impact on your runway and advise on mitigation strategies, ensuring your financial projections accurately reflect the amortization rules for investor presentation.

Q: Our R&D tax credit benefit is huge, but how do we ensure the documentation is defensible in an IRS examination?

A: The IRS requires detailed documentation to substantiate the four-part test for R&D credits. We use a rigorous, project-based documentation process that includes time tracking, project narratives, and expense categorization to create an audit-proof file for the credit.

Testimonial

"We were shocked by the results. Our previous firm missed so much. This team meticulously secured a $100,000$ R&D Tax Credit for us. That single credit provided the non-dilutive capital we needed to accelerate our product roadmap." — Win Liu, CEO of Sharp Vision Software LLC, a Small-Cap Cloud Software Provider.

“When our lead investor gave us the due diligence checklist, we knew we couldn't handle the financial preparation alone. This firm jumped in, prepared audit-ready GAAP financials, organized our Cap Table, and handled every VC query, allowing us to successfully close our round on time." — Andy Liu, Founder & CEO of Bees360 Inc., a pioneering AI and data firm specializing in drone-assisted property inspections.