Startup Tax Preparation for Startups

Don't leave $5,000-$30,000 on the table. Strategic tax prep that coordinates with your CPA, identifies deductions, and gets you ready for filing season.

Why Most Startups Overpay Taxes

Missed Deductions

Founders overlook 15-20 common deductions. Software subscriptions, home office, travel, professional services. Average: $5k-$15k in missed deductions.

Wrong Entity Structure

Default C-Corp structure may not be optimal. S-Corp elections, LLC tax elections, retirement plan strategies—most founders never explore these options.

Compliance Gaps

Missed quarterly estimates, payroll tax issues, untracked 1099 contractor expenses. Each gap creates penalties and audit risk.

No CPA Coordination

Most startup CPAs are reactive. You hand them documents in March, they file in April. No strategic planning, no optimisation.

How Our Tax Prep Service Works

1. Initial Assessment (Week 1)

We review your prior year return, current business structure, and income level. We identify tax planning opportunities specific to your situation.

2. Deduction & Strategy Review (Week 2-3)

We audit your expenses for overlooked deductions. Software, travel, home office, professional services, R&D credits, retirement plans. We show you where money can be saved.

3. Structure Optimisation (Week 3-4)

We evaluate your entity structure and recommend changes if beneficial. S-Corp elections, LLC tax elections, retirement plan optimisation. We run the numbers.

4. CPA Coordination (Week 4-5)

We prepare a comprehensive tax strategy memo for your CPA. They have clarity on what deductions to claim, structure changes to implement, and quarterly estimates to set.

5. Filing Readiness (Week 6-8)

We review your CPA's draft return against the strategy. We confirm deductions are captured, structure changes are reflected, and nothing was missed.

Service Packages

Tax Prep Essentials

For bootstrapped founders & solo operators

$2,500
  • Deduction audit (identify missed expenses)
  • Entity structure review
  • Compliance calendar for upcoming
  • CPA coordination memo
  • 2-hour strategy call

Typically saves $8,000-$15,000 in taxes

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Most Popular

Tax Prep Pro

For growing startups & pre-Series A

$5,500
  • Everything in Essentials
  • Retirement plan strategy (Solo 401k, SEP-IRA)
  • S-Corp vs. C-Corp optimisation analysis
  • R&D tax credit pre-screening
  • Quarterly estimate projection
  • upcoming tax planning roadmap
  • 3-hour strategy & planning sessions

Typically saves $15,000-$30,000 in taxes

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Tax Prep Premium

For Series A & scaling startups

$8,000
  • Everything in Pro
  • Multi-entity tax strategy (if applicable)
  • Equity & option tax planning
  • State & local tax optimisation
  • Accounting software & process review
  • Full CPA collaboration on return review
  • Monthly tax check-in calls (4x/year)

Typically saves $20,000-$50,000 in taxes

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À La Carte Add-Ons

Build your own tax strategy

  • Deduction audit only: $1,500
  • Entity structure optimisation: $2,000
  • R&D tax credit assessment: $3,000
  • Quarterly tax planning: $1,000/quarter
  • CPA coordination memo: $750
Custom Package

What You Get

Deduction Analysis

We identify every deductible expense: software, travel, meals, home office, professional services, equipment, retirement contributions. No stone unturned.

Entity Structure Review

S-Corp elections, LLC tax elections, retirement plan optimisation. We show you the tax impact of each option so you make an informed decision.

Compliance Calendar

Quarterly estimated tax due dates, payroll tax schedules, 1099 deadlines, and year-end action items. Never miss a deadline again.

CPA Coordination

We prepare a strategic memo for your CPA. They see exactly what deductions to claim and what structure changes to implement.

upcoming Tax Roadmap

Strategic tax planning for the full year. Quarterly checkpoints, mid-year adjustments, and year-end strategies to maximise savings.

Return Review

We review your CPA's draft return against the tax strategy. We confirm nothing was missed and optimisations were captured.

How Much Will You Save?

Typical Savings by Stage

Bootstrap/Pre-Seed: $5,000-$10,000/year

Seed Stage: $10,000-$20,000/year

Series A: $20,000-$50,000/year

Series B+: $30,000-$100,000+/year

Based on missed deductions, structure optimisation, and timing strategies. Individual results vary. Tax is just one component of financial optimisation; overall value often includes better decision-making, compliance risk reduction, and strategic clarity.

Most founders recoup the cost of tax prep services within the first month of tax savings.

upcoming Tax Season Timeline

January

Tax prep season opens. Book your package and complete initial assessment.

February

Deduction audit, structure review, and strategy development with your input.

March

CPA coordination and strategy memo preparation. Your CPA has everything they need.

April

Filing deadline (April 15). Your taxes are filed with full strategy implemented.

Frequently Asked Questions

Yes, ideally. A good CPA handles the filing mechanics (return preparation and submission). I handle the strategy (optimisation, deductions, entity structure). Together, you get both compliance and strategic tax planning. If you don't have a CPA yet, we can recommend trusted partners.

January-February is ideal. This gives us time for thorough review and recommendations before your CPA starts preparing the return. We need 6-8 weeks to do it right. March bookings are tight but doable if the package is smaller.

You may still qualify for an amendment (Form 1040-X) if we find significant missed deductions or structure issues. We assess this in the initial review. We also start planning immediately for upcoming to ensure next year is optimised.

Absolutely. We can recommend trusted startup CPAs in your state. We'll coordinate with whoever you choose. Our tax prep strategy is portable—your CPA simply implements what we recommend.

Doesn't matter. We handle all entity types. We'll evaluate whether your current structure is optimal and recommend changes if beneficial. C-Corps, S-Corps, LLMs taxed as partnerships, sole proprietorships—we work with all of them.

Ready to Optimise Your upcoming Taxes?

Don't leave thousands on the table. Book your tax prep consultation and get strategic, not just reactive.

Tax prep packages available January-April. Book early for best availability.