Industry
Technology
Revenue recognition, multi-state nexus, and equity that surprises people at tax time.
Technology businesses run into three tax and accounting problems early on. Recognising subscription revenue. Multi-state nexus created by remote staff and by software delivered across state lines. And equity compensation that lands a personal tax bill on the whole team.
Add in customer data held at volume, plus a cyber exposure your own customers now audit before they will sign anything, and there is a lot more compliance surface than the headcount would suggest.
Services for Technology
The work that comes up most often in this sector, grouped by discipline.
Accounting
All Accounting →Financial Reporting
Reporting built around the decisions you make.
Read moreFractional CFO
Senior finance leadership, at the intensity you need.
Read moreBudgeting & Forecasting
A plan built on real drivers, updated as things move.
Read moreFinancial Analysis
The question sitting behind the number.
Read moreTax
All Tax →Multi-State Tax
Know where you owe before a state tells you.
Read moreSales & Use Tax
Taxability worked out, returns filed, exposure closed.
Read moreCorporate Tax
C-corp and S-corp compliance, with the structure questions answered.
Read moreIndividual Tax
Personal returns for people whose money isn’t simple.
Read moreAdvisory
All Advisory →HR & Workforce
All HR & Workforce →Insurance
All Insurance →Technology insights
One Remote Hire Can Create Tax Obligations in a State You Have Never Entered
Economic nexus and remote work have pulled tax obligations loose from physical presence. Hire one person in a new state and you have almost certainly created payroll withholding duties, and often income-tax nexus too.
Long-Term Contractors Are the Classification Risk Most Businesses Ignore
The arrangement most likely to fail a worker classification test is also the most ordinary one going: a contractor who has worked full-time for the same client for years.
Your Cyber Policy Assumes Controls You May Not Have
Cyber carriers now write security preconditions into the policy as warranties. If what you said at binding isn’t true when the loss happens, the cover you paid for may not respond at all.
Technology
We already know what usually matters in technology.
Revenue recognition, multi-state nexus, and equity that surprises people at tax time.