Tax & Compliance
Founder Personal Finance
Collated by Aparna Devalla, CPA
Curated by Rubric Financial
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Tax Obligations Most Founders Miss
- Estimated tax payments: founders with equity income, consulting income, or S-corp distributions must make quarterly estimated payments to avoid penalties
- State tax obligations: if you moved from California to Texas for tax reasons, California may still claim you as a resident for up to 18 months based on ties
- 83(b) election: must be filed within 30 days of receiving restricted stock — missing this deadline can cost hundreds of thousands in taxes later
- Self-employment tax: founders paying themselves through an LLC owe 15.3% SE tax on all net income — S-corp election can reduce this significantly
Related Resources
Tax & Compliance
R&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.
Tax & ComplianceSeed-Stage Tax Return Guide
Why pre-revenue startups must still file tax returns, the key forms involved, and how to claim the R&D payroll tax credit even before generating income.
Tax & ComplianceBeneficial Ownership Information (BOI) Reporting
What the FinCEN Beneficial Ownership Information reporting requirement means for startups — who must file, what information is required, and the penalties for non-compliance.
