Tech & Startups
From pre-seed to IPO, we help technology companies navigate complex tax landscapes while maximizing R&D credits and equity compensation benefits.
Tax strategy built for innovation and growth.
Technology companies face unique tax challenges at every stage—from choosing the right entity structure to maximizing R&D credits to planning for a successful exit. Our tech-focused team understands your world.
We've helped hundreds of startups navigate funding rounds, international expansion, and liquidity events with tax-efficient strategies that preserve founder and employee wealth.
How we help tech companies
Comprehensive tax services designed for the unique needs of technology businesses.
R&D Tax Credits
Maximize federal and state R&D credits for qualified research activities. We identify all eligible expenses and document claims to withstand IRS scrutiny.
Stock Compensation Planning
Navigate ISOs, NSOs, RSUs, and ESPP taxation. Optimize exercise timing, minimize AMT exposure, and plan for liquidity events.
Entity Structuring
Choose the right entity type for your stage. Convert from LLC to C-Corp for VC funding, or maintain pass-through status for bootstrapped growth.
Investor & Funding Tax
Structure SAFE notes, convertible debt, and equity rounds tax-efficiently. Qualify for QSBS exclusions and manage cap table implications.
International Expansion
Expand globally with proper transfer pricing, IP planning, and foreign subsidiary structures. Minimize worldwide tax burden as you scale.
Exit & M&A Planning
Prepare for acquisition or IPO with optimal tax positioning. Structure deals to maximize founder and employee after-tax proceeds.
Get specialized tax advisory for your tech company — from seed stage to IPO.
Get StartedExplore our tax services
Built for founders who think in runway and burn rate.
We understand that tax strategy isn't just about compliance—it's about extending your runway, preserving equity, and positioning for the best possible outcome.
Maximize after-tax value from your stock options.
Stock options are often the most valuable asset for startup employees and founders—but also the most complex to navigate tax-efficiently. We help you make smart decisions at every stage.
83(b) Election Strategy
File within 30 days of grant to lock in favorable tax treatment on restricted stock.
ISO vs NSO Analysis
Understand the tax implications of each option type and plan exercises accordingly.
AMT Planning
Model alternative minimum tax exposure and optimize exercise timing to minimize impact.
QSBS Qualification
Structure holdings to qualify for up to $10M in tax-free capital gains.
Why tech companies choose Jaguar Tax
Startup-Native Understanding
We work with tech companies at every stage—from pre-seed to post-IPO. We understand your cap table, your burn rate, and your runway.
VC & Investor Alignment
We speak the language of venture capital and can structure tax strategies that align with investor expectations and deal terms.
Proactive Credit Identification
We don't just file returns—we actively identify credits and deductions you may be missing, including R&D, WOTC, and state incentives.
Liquidity Event Expertise
From 83(b) elections to QSBS planning, we help founders and employees maximize after-tax wealth from equity compensation.
"Jaguar Tax helped us claim over $800K in R&D credits we didn't know we qualified for. Their understanding of startup operations and VC dynamics made the entire process seamless."
Tech Tax Questions
Common questions from technology founders and finance leaders.
Immediately. Even pre-revenue startups can qualify for R&D credits, and these can be used to offset payroll taxes (up to $500K annually for qualified small businesses). The earlier you document qualifying activities, the more you can claim.