Technology Tax Planning & Compliance

• Entity Structuring – We evaluate whether an LLC, S corporation, C corporation, or multi-entity structure best supports the objectives of your startup or scaling technology company.
• Federal, Multi-State & International Tax Strategy – Our team develops coordinated tax strategies that address federal, state, and cross-border requirements as your technology company expands.
• Sales & Use Tax Exposure – We assess where your SaaS or digital services create sales tax nexus and implement compliance processes.
• Tax Credits & Incentives – Our CPAs identify and document your eligibility for federal, state, and local tax credits to help reinvest savings.

Multi-State & International Tax for Tech Companies

• Physical vs. Economic Nexus – We analyze how office locations, remote employees, and revenue thresholds create tax nexus in different jurisdictions.
• Remote Workforce Tax Implications – Our advisors manage payroll tax and compliance challenges created by staff working remotely.
• Cross-Border Operations & Compliance – We provide guidance on international filings and foreign reporting requirements to support your technology company’s compliant global growth.
• Global Entity Structuring – Our team designs entity structures that balance liability protection, operational efficiency, and tax optimization for tech companies operating in multiple countries.

Accounting & Financial Reporting for Technology Companies

• Client Accounting Services – Our CPAs provide accounting support to your tech business with timely financial statements, reconciliations, and reporting.
• Bookkeeping Automation & System Integration – Our team implements cloud-based accounting tools and integrates them with billing, CRM, and payment platforms to improve data accuracy.
• Payroll for Distributed Teams – We manage payroll administration and compliance for multi-state and international employees.
• Financial Reporting – We prepare GAAP-compliant financial reports and KPI dashboards that meet the expectations of investors and stakeholders.

Succession, M&A & Exit Planning for Tech Founders

• Planning for Acquisition or Recapitalization – We help you evaluate deal structures, model financial outcomes, and prepare for strategic transactions or capital raises.
• Tax-Efficient Sale Strategies – Our advisors design sale structures that minimize tax exposure and maximize after-tax proceeds for shareholders.
• Ownership Transition Planning – We assist with equity transfers, partner buyouts, and long-term succession strategies to deliver continuity and preserve value.
• Preparing Financials for Due Diligence – Our CPAs conduct financial reviews to ensure accurate documentation and transparent reporting for buyer or investor due diligence.

Why Technology Companies Choose DHA

• We have experience working with technology and SaaS companies, and we understand the unique financial circumstances of these businesses.
• Our technology CPA firm delivers proactive advisory guidance to help tech companies anticipate tax exposure and cash flow challenges before they become obstacles.
• By integrating tax strategy, technology accounting services, and strategic financial planning, we provide comprehensive insight that supports smart decision-making.
• We build long-term relationships that begin at the startup phase and continue through all the way through to exit or succession planning.

“Working with DHA has given me the ability to step away from the tax and accounting side of my business,
allowing me to focus on other important aspects of growing my company. I’ve been a client for more than 10 years
and have never had issues. DHA ensures everything runs smoothly, timely, and accurately when taking care of
my personal and business taxes. I appreciate that they’re proactive, they reach out when things need to be done,
it’s not always on me to ask. I’ve worked with a lot of staff at DHA and everyone is nice, friendly, and helpful.”

-Craig Johnson, Code Mekanics