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Industry

Accounting and tax for software companies.

Deferred revenue, R&D credits against payroll tax, Delaware franchise tax, stock options and investor reporting — the accounting that has to be right before a raise or an acquisition.

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Where this industry gets it wrong

  • Delaware franchise tax calculated by the default method and overpaid by tens of thousands
  • R&D payroll-tax credit (up to $500,000 a year) never claimed
  • Annual subscriptions booked as revenue on day one
  • Section 174 capitalization of software development costs handled wrongly
TLR office, Santa Ana, California

Questions we hear from tech & saas

We got a Delaware franchise tax bill for $85,000. Is that right?

Almost never. Delaware's default calculation uses authorized shares; the assumed-par-value method usually reduces it to a few hundred dollars. We refile it.

Can we get the R&D credit pre-revenue?

Yes. Qualified small businesses can apply the credit against payroll taxes, which matters exactly when you have no income tax to offset.

Talk to us this week.

A free 15-minute call. Next step and a fixed fee, in writing. No hourly billing, no obligation.

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