Our clients include privately-held enterprises, on the life-cycle continuum located anywhere between the company’s formation to full maturity stage. We like growing with our clients, and supporting them in their growth and development.
We like guiding our clients along the way, and providing them with relevant education, recommendations and support. Our clients in the technology industry are similar to you in terms of, technical issues, professional support needs and long-term goals. Typically, our clients are looking for the assurance services to obtain additional financing, comply with already existing financial agreements, prepare for an acquisition, comply with regulatory agencies, or to just get comfort knowing that their financial records are in good shape and are in compliance with various rules and regulations.
Accounting departments of our clients are normally limited to a few accounting staff with or without a CFO. Therefore, our clients are often in need of certain accounting services to help them comply with US GAAP accounting and tax rules.
We are all about building mutual-beneficial business relationships. We introduce our clients to the right business partners when they need it. Those introductions lead to valuable business relationships which are essential in accomplishing strategic goals.
Typical tax services for our technology clients include assistance with the research and development credit, stock option or restricted stock tax treatment, loss carryover limitations and understanding tax issues from doing business in a global economy. We also provide other non-compliance value added services, such as:
- Advice on accounting for revenue recognition
- Executive compensation reviews
- Business advisory services (for example, industry benchmark reports)
- Review of retirement plans
- For the management team, we can prepare personal tax filings and provide wealth management services, such as retirement planning, financial planning, risk management and investment advisory.
- State tax nexus analysis
For more information, please contact Karisa L. Chin at 415-624-2233 and firstname.lastname@example.org