Tax & Compliance
Tax Compliance That Just Happens
Nexus tracking, deadline management, and R&D credit screening, with compliance tracking across all 50 states and 50% off prep of 1 federal + 1 state return, CPA-led with Tax & Compliance Autopilot. You don't think about compliance; it just happens.
- CPA-led
- all 50 states
- R&D tax credits
- From $199/mo
What Your CPA Handles
Your CPA manages every aspect of your startup's tax compliance, so you can focus on building.
Multi-State Tax Compliance
Nexus tracking and compliance across all 50 states so you never miss a filing obligation as your team and customers expand.
R&D Tax Credits
Deadline tracking on every plan; R&D credit study support on Growth, or as a Custom Project. Credits can reach up to $500K/year for pre-revenue startups, applied against payroll taxes.
Sales Tax & Franchise Tax
SaaS taxability analysis and state-by-state sales tax and Delaware franchise tax tracking; registrations and additional filings are scoped separately.
Tax Prep
Federal and state return preparation with CPA review, at a 50% discount for 1 state + 1 federal return on every plan. Filing available as an add-on so everything stays under one roof.
Nexus Tracking & Deadlines
Your registered and operating states tracked with every filing deadline flagged in advance, so you stay ahead of every obligation.
Cross-Border Tax
US-side filings for ties abroad, US-India corridor today: Form 5471 for a foreign subsidiary, FBAR, Form 8938, PFIC and treaty positions. Quoted with your return, or call for a quote.
Tax Resolution & IRS Notices
IRS and state notice response, penalty abatement, payment plans and back-year returns, with an Enrolled Agent as your representative before the IRS. Call for a quote.
1099 & W-2 Management
Year-end information return preparation and filing for employees and contractors, accurate and on time (W-2s with the payroll add-on, $50 per W-2).
Powered by ClariFi
Tax & Compliance Autopilot
AI tax compliance, done properly: ClariFi's Tax & Compliance Autopilot tracks nexus, deadlines, and compliance status automatically. Your CPA prepares your federal and state return at a 50% discount and our experts sign off on every number, so you stay compliant without thinking about it.
Explore ClariFiNexus Monitoring
Tracks compliance obligations across your operating states, covering all 50, and alerts your CPA when action is needed.
Deadline Management
Every filing deadline tracked and flagged proactively, with no more scrambling or missed dates.
Compliance Status Dashboard
A single view of your compliance posture: what is filed, what is due, and what needs attention.
The Cost of Not Having a CPA
Without a CPA on your team, you may end up paying thousands at year-end to clean up books, claim credits, or align with standard practices. One team from day one prevents surprises.
Expensive Year-End Cleanups
Messy books cost thousands to untangle. A CPA from day one keeps everything audit-ready.
Missed R&D Credits
Pre-revenue startups can claim up to $500K/year against payroll taxes, but only if expenses are tracked properly.
Penalties & Late Filings
Missed deadlines lead to penalties, interest, and lost credibility with investors during due diligence.
Nexus Surprises
One remote hire or customer cluster can trigger filing obligations in a new state. Without monitoring, you won't know until it's too late.
Frequently Asked Questions
What tax services are included?
Every plan includes a 50% discount on preparation of 1 state + 1 federal return, with compliance deadline tracking across all 50 states; filing fees and additional state returns are add-ons. All plans also cover nexus, sales tax, and franchise tax deadline tracking. Your CPA prepares and our experts sign off on every number, so you stay compliant without thinking about it.
Do you handle R&D tax credits?
Yes. R&D credit deadline tracking is included on all plans, and R&D credit study support is available on Growth, or as a Custom Project. Your CPA identifies qualifying expenses and maximizes the credit. Pre-revenue startups can claim up to $500K/year applied against payroll taxes, but only if expenses are tracked properly from the start.
What states do you cover?
We cover federal filings plus all 50 states. Tax & Compliance Autopilot tracks every deadline across your registered and operating states and alerts your CPA when action is needed.
Do you handle cross-border tax?
Yes, on the US side, and today for the US-India corridor. We prepare Form 5471 for an Indian subsidiary, FBAR and Form 8938 for Indian accounts, PFIC reporting for Indian mutual funds, and India-US treaty positions Forms filed with your return are quoted with it; FBAR and other standalone filings, call for a quote. We coordinate with your Indian CA, who files the India-side returns.
Can you help with an IRS or state tax notice?
Yes. An Enrolled Agent on our team reviews the notice, files a power of attorney, pulls your IRS transcripts, and responds for you, including penalty abatement requests and payment plans. Every matter is quoted after we see the notice. Criminal matters and Tax Court litigation are referred to a tax attorney.
What happens if I’ve been doing my own taxes?
Your CPA reviews prior filings, identifies missed credits and compliance gaps, and builds a plan to get you current. Many startups discover unclaimed R&D credits, missed nexus obligations, or categorization errors that cost them money. Your team fixes it and scopes the cleanup as a fixed-price project.
One Integrated Team
Fractional CFO
Forward-looking decision analytics: financial modeling, board packs, and fundraising strategy.
Startup Bookkeeping
GAAP-compliant monthly close, reconciliation, and financial statements, powered by ClariFi.
R&D Tax Credit Estimator
Free calculator to estimate your federal R&D tax credit using the Alternative Simplified Credit method.
Cross-Border Tax
Form 5471 for a foreign subsidiary, FBAR and PFIC filings for founders, coordinated with your accountant abroad.
Tax Resolution & IRS Notices
Notice response, penalty abatement and payment plans, with an Enrolled Agent talking to the IRS for you.
Delaware Franchise Tax Calculator
Free calculator to compare both methods side by side and find the lowest tax for your C-Corp.
Keep learning
R&D Tax Credit Estimator
Estimate your Section 41 / 174 research credit and payroll offset.
GuideSales Tax for Usage-Based and Modern SaaS Pricing
How to keep sales tax accurate and automated when revenue comes from usage-based and hybrid SaaS monetization.
InsightAustin Startup Tax Deadlines 2027: Texas Franchise Tax Calendar
Texas has no personal or corporate income tax, but Austin startup taxes are not zero. Here is the 2027 calendar for founders: the May franchise tax report, the Public Information Report, sales tax on SaaS, the new refundable R&D credit, Travis County property renditions, and the federal and Delaware dates layered on top.
GlossaryR&D Tax Credit
Federal credit for qualified research expenses, usable against payroll tax by startups.
Free toolTax Compliance Calendar (2026 & 2027)
Federal, state, franchise, and local 2026 filing deadlines.
GuideR&D Tax Credits for Startups
Discover how your startup can claim R&D tax credits to offset payroll taxes or reduce income tax liability by up to $500K per year.
Stop Worrying About Tax Compliance
Book a call and we'll walk you through Tax & Compliance Autopilot, show you how nexus tracking works, and build a compliance plan for your startup.
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