Tax & Compliance
Tax Compliance That Just Happens
Nexus tracking, deadline management, R&D credit screening, and tax prep across 51 jurisdictions — CPA-led with Tax Autopilot. You don't think about compliance; it just happens.
- CPA-led
- 51 jurisdictions
- R&D tax credits
- From $129/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 51 jurisdictions so you never miss a filing obligation as your team and customers expand.
R&D Tax Credits
Identify qualifying expenses and maximize credits — up to $500K/year for pre-revenue startups applied against payroll taxes.
Sales Tax & Franchise Tax
SaaS taxability analysis, registration, and filing — including Delaware franchise tax and state-by-state sales tax compliance.
Tax Prep
Federal and state return preparation with CPA review. Filing available as an add-on so everything stays under one roof.
Nexus Tracking & Deadlines
Automated monitoring of economic nexus thresholds and filing deadlines so you stay ahead of every obligation.
1099 & W-2 Management
Year-end information return preparation and filing for employees and contractors — accurate and on time.
Powered by ClariFi
Tax & Compliance Autopilot
ClariFi's Tax & Compliance Autopilot tracks nexus, deadlines, and compliance status automatically. Your CPA reviews everything — you stay compliant without thinking about it.
Explore ClariFiNexus Monitoring
Automatically tracks economic nexus thresholds across all 51 jurisdictions and alerts your CPA when action is needed.
Deadline Management
Every filing deadline tracked and surfaced proactively — 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?
All plans include tax prep, multi-state compliance across 51 jurisdictions, nexus tracking, deadline management, sales tax, and franchise tax. Tax filing is available as an add-on so everything stays under one roof. Your CPA reviews everything — you stay compliant without thinking about it.
Do you handle R&D tax credits?
Yes. Your CPA identifies qualifying expenses and maximizes R&D tax credits for your startup. 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 all 51 jurisdictions — 50 states plus the District of Columbia. Tax & Compliance Autopilot automatically monitors economic nexus thresholds in every jurisdiction and alerts your CPA when action is needed.
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 — we fix all of it.
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 — estimate your federal R&D tax credit using the Alternative Simplified Credit method.
Delaware Franchise Tax Calculator
Free calculator — compare both methods side by side and find the lowest tax for your C-Corp.
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.
45-day free trial · No credit card needed · No contracts
Not ready to talk? Grab our free checklist first.
The Startup Finance Readiness Checklist — 40+ action items from pre-seed to Series A.
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