Tax complexity? Handled.
Tax advice when decisions matter, not just when returns are due.
Fixed annual fee, scoped in writing — from $3,400.
Your tax summary.
Your Section 174 position changes this year — we've elected the treatment that keeps $312,000 of R&D spend deductible now rather than amortized. The federal credit study is attached, documented to audit standard.
Nothing on this return needs your review beyond page 1 and the two figures below. We've flagged both in your portal.
Federal R&D credit, documented
Q2 estimate, ready to approve
Video summary, ready to watch
R&D credit found — documented to audit standard.
Delaware franchise tax recalculated.
A walkthrough video with every return — not a 100-page PDF.
Figures from an illustrative example.
LudmilaYour advisorI recorded a quick 4-minute walkthrough. Give me a call if anything isn't clear.
R&D credits recovered.
annual fee, scoped in writing.
states we currently file in.
years of combined tax experience.
Everything your last CPA did. And everything they didn't.
One engagement covers compliance end to end — and the advisory work that actually moves your numbers.
Corporate Tax
Federal and state income tax compliance, ASC 740 provision support, Delaware franchise tax, and 1099s.
1120 + states, provision, DE franchise tax, 1099s.
State Nexus & Compliance
Nexus studies and apportionment, multi-state compliance, sales tax and state registration advisory.
Nexus studies, state & local advisory.
R&D Credits
Federal and state R&D credit studies, with audit-ready documentation.
Federal & state R&D studies, audit-ready.
International Tax
Foreign subsidiaries, foreign investors, contractors abroad. Forms 5471 and 5472, FBAR, foreign-owned SMLLC reporting.
5471, 5472, FBAR, foreign-owned SMLLC.
Year-Round Advisory
Proactive planning and answers throughout the year — notices, cross-border questions, M&A support, a partner on call.
Planning, notices, unlimited tax questions.
Founder's Tax Return
Personal returns, equity compensation, QSBS, and estimated payments — handled alongside the company's.
1040, equity & QSBS, estimates.
Questions don't wait until March. Neither do we.
We automate the administrative work, not the judgment. That gives us more time to understand your business and advise you throughout the year.
Gather
We pull your books, payroll, and cap table behind the scenes — you answer only the few questions that truly need you.
Advise
We scan for credits and elections, and flag what applies to you — well before the deadline.
Deliver
Every return ships with a short walkthrough video — the pages that need your eyes, not a hundred-page PDF.
Support
We're here after filing too — for the notice, the follow-up, the next decision.
Custom pricing. Fixed in writing.
Every engagement is scoped once a year around your entities, states, and filings — then fixed. The meter never runs when you call us.
Final pricing depends on your complexity. You'll have exact pricing before we start.
Annual engagement
per year · scoped in writing before we start
- Federal and state returns, end to end
- Delaware franchise tax and 1099s
- R&D credit study, where it applies
- Questions and planning, year-round
Some early-stage companies may qualify for introductory pricing.
Meet the people you'll actually work with.
We built and led the tax practice at a venture-backed fintech company before starting Talara.
Jess Holt
Founder · EA, MS Tax · McConnell Jones
13 years in founder and owner tax planning, equity compensation and QSBS, startup and C corporation tax, R&D credits, and flow-through taxation.
13 years — founder & owner planning, equity & QSBS, startup tax, R&D credits.
LinkedIn ↗
Ludmila Hermanovich
Founder · CPA, MS Tax · PwC
18+ years in corporate taxation, R&D credits, international reporting, M&A and structuring, venture-backed companies, and strategic tax planning.
18+ years — corporate, multi-state & international tax for venture-backed companies.
LinkedIn ↗Practical tax insights for founders.
Paid Yourself in Crypto? The IRS May Still Call It Payroll.
Paying a founder in crypto, USDC, or a simple bank transfer does not automatically avoid payroll. If the payment is for CEO services, the IRS may still treat it as wages.
California wants a piece of your SaaS
Beginning January 1, 2027, California generally taxes SaaS and other electronically delivered software — what to review in your pricing, billing systems, and contracts now.
Your office lunch just got more expensive
From 2026, most employer-provided office meals stop being deductible — while client meals, entertainment, and company parties each follow a different rule.
Contractors are easy — until January
Worker classification, the W-9 and 1099-NEC paperwork, foreign-contractor forms, and the state issues founders run into early.
We watch the calendar so you don't.
Jul 15
Q2 estimates due
Federal and state estimated payments for calendar-year filers.
Sep 15
Extended 1120-S / 1065
Final deadline for extended pass-through returns.
Oct 15
Extended 1120
Final deadline for extended C-corp returns.
Jan 31
1099s + W-2s
Contractor and payroll forms to recipients and the IRS.
Go back to building.
A 30-minute intro call. No pitch deck, no hand-offs.