Insights

Tax insights
beyond the return.

Practical updates on R&D credits, international tax, multi-state compliance, and founder tax — the questions founders actually ask, answered in plain English.

Featured

Tax Planning

Trump Accounts: a rare tax win for employers

Employers can put up to $2,500 a year into an employee’s child’s account — deductible to the company, tax-free to the employee. When it beats a bonus, and how to set it up.

8 min read·Jun 2026
Individual

To 83(b) or not to 83(b)

For founders with restricted stock or early-exercised options, a timely 83(b) election can move future gain from ordinary income to capital gain — and start the QSBS clock. The 30-day deadline, the common mistakes, and what to check.

9 min read·Jun 2026
Individual

The AMT ambush

Why exercising your ISOs can trigger a tax bill on stock you can't sell yet — the phantom-income problem, the 83(b) fix, staggering exercises, and the credit you recover later.

10 min read·Jun 2026
Corporate

Contractors are easy — until January

What to get right before you pay your first contractor — worker classification, the W-9 and 1099-NEC paperwork, foreign-contractor forms, and state nexus.

8 min read·Jun 2026
Corporate

The reimbursement loophole that's actually allowed

How to reimburse business expenses without creating payroll-tax problems — what an accountable plan is, and how to set one up.

5 min read·Jun 2026
Corporate

Congratulations, you're hired

Why C corporation founders usually need a W-2. If you're an officer of a C corporation and actively working in the business, federal payroll rules generally treat you as a W-2 employee — the narrow exceptions, and how to stay clean.

8 min read·Jun 2026
R&D Credits

The §174 election, two years later: what we're actually seeing

Most software companies won't need to amend prior returns. The short list of situations where we'd actually change course — and how we tell the difference.

14 min read·Feb 2026
S Corp & Partnership

LLC vs. S corp: the real tax-savings breakdown

When electing S corp status actually saves a sole proprietor money — the self-employment math, reasonable salary, QBI, the state curveballs, and the filing deadline.

12 min read·Jun 2026
Corporate

Setting up your IRS Business Tax Account

Who qualifies for the IRS Business Tax Account portal, what you can do, and how access changes by entity type — officers, shareholders, partners, sole props, and LLCs.

7 min read·Jun 2026
International Tax

EINs for foreign-owned businesses: when you need one

When a foreign entity actually needs an EIN, who's eligible without an SSN, and how to apply on Form SS-4 — plus how it differs from an ITIN.

8 min read·Jun 2026
State & Local

NY tax incentives for emerging technology companies

A refundable employment credit and a capital credit for investors. Who qualifies as a QETC — and what to check before you claim.

8 min read·Mar 2026
International Tax

Hiring your first contractor in the UK: the five questions to ask first

Permanent establishment, payroll registration, IR35. The questions we wish founders asked us before the offer letter went out — not after.

11 min read·Mar 2026
Fundraising

How founders quietly blow their §1202 exemption

The five-year clock, the active-business test, the $50M asset cap. The small moves that cost millions at exit — and when we catch them.

16 min read·Mar 2026
Tax Planning

Should your business accept crypto payments?

One question from a board observer, answered overnight: modeled both ways, with a one-page reply the founder could forward by morning. No deck, no fee.

5 min read·Jan 2026
R&D Credits

GitHub is not an R&D study

Project descriptions, time tracking, contractor classification. The three things we ask for up front — and why reconstructing them later never holds.

3 min read·Dec 2025
State & Local

Is your SaaS taxable? The states that changed their minds in 2026

Washington, Texas, Tennessee, and the slow drift toward taxing software. Where the rules moved this year, and where they're about to.

8 min read·Dec 2025