Expert Tax Services for California Startups & Tech Companies - KeyCMS Accounting

Expert Tax Services for California Startups & Tech Companies

Smart Tax Strategy. Maximum Credits. Zero Stress.

Growing a tech company in California is fast-paced  your tax strategy should be too. From equity compensation to R&D credits, we help startups stay compliant while optimizing every deduction and incentive available.

Why Startups & Tech Firms Choose Us

Specialized in Startup & Tech Taxation

We understand the fast-evolving tax landscape for emerging tech companies and venture-backed startups.

R&D Tax Credit Optimization

Maximize innovation incentives while ensuring solid documentation that stands up to audits.

Equity & Stock-Based Compensation Expertise

From ISOs & NSOs to RSUs we help founders and employees avoid costly tax surprises.

Year-Round Tax Advisory — Not Just Filing

Proactive guidance on every major financial decision so you stay ahead of tax exposure.

IRS & California Franchise Tax Board Compliance

Reduce risk with expert oversight on multi-state nexus, notices, and regulatory changes.

Dedicated CPA Tax Partner — Not a Junior

Work directly with an experienced tax strategist invested in your growth.

Secure Cloud-Based Systems

Encrypted platforms and automated workflows that make tax and accounting friction-free.

Audit Defense & Support

If the IRS or FTB comes calling we handle the conversations and documentation.

Our Tax Services for Startups

Corporate Tax Preparation & Planning

  • Federal & California state returns
  • Multi-state business tax compliance
  • Quarterly and annual filing support

R&D Tax Credit Advisory

  • Credit eligibility assessment
  • Technical documentation support
  • Audit defense-ready filings

Equity & Compensation Tax Strategy

  • Stock options (ISO/NSO)
  • RSUs, grants, and employee stock plans
  • Founder equity structuring

International Tax & Expansion Support

  • Transfer pricing guidance
  • Foreign subsidiary compliance
  • Cross-border tax strategy

CFO & Tax Advisory for Fast Scaling

  • Pre-funding tax planning
  • M&A tax due diligence
  • Entity structure optimization

Additional Financial Services We Provide

Accounting

  • Virtual Accounting
  • Management Accounting
  • QuickBooks Accounting

Bookkeeping

  • Accounts Payable & Receivable Outsourcing
  • Bank Reconciliation
  • Credit Card Reconciliation
  • Vendor & Customer Reconciliation

Audit & Compliance

  • US Audit
  • Australian Audit
  • Financial Statement Preparation Services

Offshore Staffing Solutions

  • Dedicated Teams for US CPA Firms
  • Dedicated Teams for Australian CPA Firms

Payroll Processing

  • Accurate, on-time, fully compliant payroll

Frequently Asked questions

We focus on SaaS, AI, fintech, e-commerce, and other technology-driven companies operating in California.

Absolutely! We identify eligible expenses, prepare documentation, and help secure refunds or payroll tax savings.

Yes, we simplify equity tax decisions and help founders reduce taxes during exit events.

Yes – fundraising impacts payroll taxes, multi-state compliance, and financial reporting. We guide startups post-funding.

Yes, we support you through growth, hiring, fundraising, and expansion decisions.

Yes, we provide audit defense, documentation, and direct communication with tax authorities.

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Benefits you get from us

  • Up to date accounts

  • Accurate accounts

  • Cost savings

  • Data Security