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Tax & Compliance

Tax Compliance That Just Happens

Nexus tracking, deadline management, R&D credit screening, and tax prep across all 50 states, CPA-led with Tax & Compliance Autopilot. You don't think about compliance; it just happens.

See Pricing
  • CPA-led
  • all 50 states
  • R&D tax credits
  • From $179/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 all 50 states so you never miss a filing obligation as your team and customers expand.

R&D Tax Credits

Deadline tracking on every plan; full credit studies on the Growth plan or as a scoped add-on. Credits can reach 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

Your registered and operating states tracked with every filing deadline surfaced, 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

AI tax compliance, done properly: ClariFi's Tax & Compliance Autopilot tracks nexus, deadlines, and compliance status automatically. Your CPA reviews everything and files the returns, so you stay compliant without thinking about it.

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Nexus Monitoring

Tracks compliance obligations across your operating states, covering all 50, and alerts your CPA when action is needed.

Deadline Management

Every filing deadline tracked and surfaced proactively, with 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 Risk

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?

Every plan includes preparation of 1 federal and 1 state return, with compliance deadline tracking across all 50 states; filing fees and additional state returns are add-ons. All plans also cover nexus tracking, sales tax, and franchise tax. Your CPA reviews everything, so you stay compliant without thinking about it.

Do you handle R&D tax credits?

Yes. R&D credit deadline tracking is included on all plans, and full R&D credit studies are available on the Growth plan or as a scoped add-on. Your CPA identifies qualifying expenses and maximizes the credit. 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 federal filings plus all 50 states. Tax & Compliance Autopilot tracks every deadline across your registered and operating states 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 to estimate your federal R&D tax credit using the Alternative Simplified Credit method.

Delaware Franchise Tax Calculator

Free calculator to compare both methods side by side and find the lowest tax for your C-Corp.

Keep learning

Free tool

R&D Tax Credit Estimator

Estimate your Section 41 / 174 research credit and payroll offset.

Guide

Sales Tax for Usage-Based and Modern SaaS Pricing

How to keep sales tax accurate and automated when revenue comes from usage-based and hybrid SaaS monetization.

Insight

The Delaware C-Corp Startup Tax Guide: Every Filing You Owe

Every tax and filing a venture-backed Delaware C-corp owes: Delaware franchise tax, Form 1120, quarterly estimates, state registrations, payroll and 1099 filings, sales tax, and the credits and elections that save real money.

Glossary

R&D Tax Credit

Federal credit for qualified research expenses, usable against payroll tax by startups.

Free tool

2026 Tax Compliance Calendar

Federal, state, franchise, and local 2026 filing deadlines.

Guide

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.

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

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The Startup Finance Readiness Checklist: 40+ action items from pre-seed to Series A.

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