Technology and Software
Accounting, tax and advisory for software, SaaS and IT companies selling across state lines and investing in what comes next.
Software Moves Fast. So Do the Tax Rules.
Technology companies face tax and accounting questions that many businesses never see. States keep changing how they tax software and SaaS, development costs follow their own federal rules, and subscription revenue has to be reported in a way lenders, investors and buyers can trust.
We work with software and SaaS companies, IT service providers and other technology businesses on multistate sales tax, research expensing and credits, business tax planning and the accounting and reporting that support growth. Our goal is to keep you compliant in every state you sell into while you keep building.
What We Do
Sales and Use Tax for Software and SaaS
Nexus reviews, state by state taxability, registration and filing as the rules for digital products change.
Research Expensing and Credits
Section 174 expensing and federal and state research credits for qualifying development work.
Subscription Accounting and Reporting
Monthly close, revenue recognition for subscriptions and reporting that holds up to lenders, investors and buyers.
Business Tax Planning
Entity structure, multistate income tax and planning that connects the company return to the owners' returns.
Growth and Financial Planning
Budgets, forecasts and CFO and controller support as you add customers, staff and states.
Learn More About State and Local Tax
Sales, use and income tax across the states where you sell, with nexus reviews and ongoing compliance.
Learn More About CFO and Controller Services
Part-time financial leadership for budgets, forecasts and reporting as your company scales.
Who Is This For
- Software and SaaS companies
- IT services and managed service providers
- Technology companies selling into multiple states
- Growing companies investing in product development
- Owners planning for growth or a sale
Who You Will Work With
Your team brings tax, accounting and advisory experience together, so the people tracking your sales tax exposure also understand your income tax, research credits and long-term plans.
Frequently Asked Questions
Do we have to collect sales tax on software or SaaS?
It depends on the state. Some states tax SaaS and downloaded software, others do not, and the rules keep changing. California, for example, begins taxing SaaS on January 1, 2027. You may also owe tax in states where you have no office once your sales pass that state's economic nexus threshold. Read Hillary Alexander's breakdown of California's new SaaS tax.
Can we deduct software development costs right away?
For tax years beginning after 2024, domestic research and experimental costs, including many software development costs, can again be deducted in the year they are paid. Foreign research costs are still amortized over 15 years, and some smaller businesses may be able to revisit earlier years. Read our Section 174 update.
Can a software company claim the research credit?
Often, yes. Developing new or improved software can qualify when the work involves technical uncertainty and a process of experimentation. Qualified small businesses may be able to apply part of the federal credit against payroll taxes, which helps companies that are not yet profitable.
How should a subscription business recognize revenue?
Under generally accepted accounting principles, subscription revenue is usually recognized over the service period rather than when cash is collected. Getting this right early makes financing, investor reporting and an eventual sale go more smoothly.
Where are your technology clients located?
Our office is in Media, PA. We work with technology companies across Delaware County, Greater Philadelphia, South Jersey and Delaware, and help them meet tax obligations in every state where they have customers.
Building a software or technology company?
Let's talk about where you sell, what you are building and your plans for growth.
Related Resources and Insights
Stay informed with our latest articles for technology companies.
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PA Local Sales Tax Changes 2026: What Act 21 Means for Your Business
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Partner Hillary Alexander, CPA, Explains California's New SaaS Tax
California taxing SaaS is one of the biggest US software changes in years. On June 29, 2026, Governor Gavin Newsom signed Senate Bill 122 (SB 122), a budget trailer bill that extends California's ...
New Rules Could Boost Your R&E Tax Savings In 2025
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