The CPA built for tech founders.

Specialized accounting and tax strategy for technology startups, SaaS founders, and software companies in Atlanta and across the Southeast. R&D tax credits, equity compensation, exit planning, and the structure decisions that protect founder value.

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Tech & Startups

For Technology Founders

From seed stage to acquisition, with a CPA who knows the difference.

Technology founders need a CPA who understands equity, rapid growth, R&D activity, and the structure decisions that can make or break a company's valuation at exit. Most CPA firms do not.

Xtrategist works with technology companies in Atlanta and across the Southeast, from pre-revenue startups to acquisition-ready growth companies. We focus on the specialized issues that determine founder outcomes: R&D tax credits, equity compensation tax planning, Section 1202 QSBS qualification, and the multi-state and international compliance that comes with scaling a software business.

Services for Technology

Built for the way founders actually scale.

Every service designed for the questions technology founders, SaaS operators, and growing software companies actually face.

R&D Tax Credits (Section 41)

Identify, document, and claim federal and state R&D credits for software development, engineering activity, and product innovation.

Section 1202 QSBS Strategy

Structure ownership and equity to qualify for Qualified Small Business Stock treatment. Up to 100% capital gains exclusion at exit.

Equity Compensation Planning

Stock options, RSUs, ISO vs NSO decisions, 83(b) elections, and founder tax planning that holds up across funding rounds.

Entity Structure & S-Corp/C-Corp Election

The structure decision early founders make often determines tax outcomes years later. We model the trade-offs and execute the right one.

Funding Round & Due Diligence Support

Audit-ready financials, cap-table accuracy, and investor due diligence preparation for seed, Series A, and beyond.

Exit Planning & Acquisition Strategy

Position the company, the cap table, and the personal returns of every founder for maximum after-tax outcome at exit.

★★★★★

Xtrategist understood our cap table and our R&D credits in the first conversation. We had been with two other CPA firms before. Neither had ever raised QSBS qualification with us. It was a difference of seven figures.

— Confidential · Founder · SaaS Company · Atlanta

Frequently Asked

Startup CPA questions, answered.

We are a pre-revenue startup. Is it too early to hire a CPA?

No, the opposite is true. Founders who set up clean financials before raising save enormous time and money during diligence and avoid restatement issues with future auditors. We work with companies from pre-seed through Series B.

Can you help us claim the R&D tax credit?

Yes. The federal R&D tax credit can offset up to $500,000 of payroll taxes for qualifying startups under five years old, even when not yet profitable. We document qualifying activities and file the credit annually.

Our team is fully remote across multiple states. Does that complicate our taxes?

Yes, and most generalist CPAs miss this. Each state where an employee works can create payroll tax obligations and potential income tax nexus for the company. We handle multi-state compliance for distributed teams.

How do you handle SaaS revenue recognition?

We apply ASC 606 properly from the start, recognizing subscription revenue over the service period rather than at billing. This avoids restatements when investors or auditors review your books later.

Ready for a CPA who speaks founder?

Free 30-minute consultation. No obligation. English or Spanish.

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