IT Consultants & Tech

Tailored Tax Strategies for the Modern Tech Workforce

Information Technology professionals, independent contractors (1099), and remote tech founders operate in a fast-evolving regulatory landscape. With multiple revenue streams, cross-state remote work contracts, stock options (ISOs, NSOs, RSUs), and tech stack expenses, you need an accounting partner who speaks your language.

What We Solve for IT & Tech Professionals

• S-Corp Formation & Reasonable Salary: Reduce heavy 15.3% self-employment taxes through optimal W-2 wage and distribution balancing.
• Equity Compensation Planning: Proactive tax mitigation for RSUs, Incentive Stock Options (ISO alternative minimum tax), and Employee Stock Purchase Plans (ESPP).
• Multi-State Remote Work Taxation: Proper allocation of withholding and nexus compliance when working across different state jurisdictions.
• Home Office & Technology Deductions: Maximize deductions for development hardware, cloud subscriptions (AWS, Azure, GCP), monitors, home office square footage, and software licenses.
• Solo 401(k) & SEP-IRA: Shield up to $69,000+ per year in pre-tax or Roth retirement contributions.

Seamless Digital Engagement

Our client workflow is 100% cloud-ready. Upload documents securely, review drafts online, and consult directly with your dedicated tax CPA without leaving your desk.