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Tax Services

Tax Expertise That Scales With Your Startup

Minimize tax burden, maximize R&D credits, and stay ahead of compliance—all while you focus on growth.
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Navigating startup taxes isn't just about avoiding penalties. It's about maximizing opportunities that add months to your runway. From R&D tax credits to optimal entity structures, the difference between standard tax preparation and strategic tax planning can mean hundreds of thousands in savings.

The airCFO tax team combines deep startup expertise with proactive planning tailored to your growth stage. Whether you're hiring your first employees, crossing state lines, or preparing for due diligence, we've guided hundreds of founders through the exact tax challenges you're facing.
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Want to discover the tax opportunities you might be missing? Schedule a tax strategy assessment with our startup tax experts:

How We Help Startups with Taxes in the US

Our Startup-Specialized Tax Services Include:

  • Federal tax planning and compliance that minimizes liability while keeping you audit-ready
  • Multi-state nexus management for distributed teams
  • R&D tax credit optimization that returns cash to your business
  • Informational filings that prevent costly penalties- International tax compliance (including 5471s, FBARs, and foreign income reporting)

Financial Reporting & Strategic Insights

  • Month-End Close Reporting and Tools: Comprehensive financial packages, including standard statements and unique modules for data-driven decision-making.
  • Financial Statement Review: Periodic reviews to ensure the accuracy and completeness of historical books.
  • Custom Reporting: Building and maintaining customized month-end reports based on your needs.

Advisory and Workflow Optimization

  • System and Workflow Diagnostic: Assessment and improvement of your accounting and finance workflows, with implementation support.
  • Scheduled Check-Ins and Async Support: Unlimited async support and regular check-ins to stay aligned and provide advisory insights.

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Tax Strategy That Fuels Your Growth, Not Just Your Compliance

Our tax team isn't satisfied with simply keeping your startup compliant. We actively identify opportunities to extend your runway and strengthen your financial position. Drawing on experience gained preparing taxes for hundreds of high-growth tech startups, we've helped founders:

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  • Recover up to $500K in R&D credits that went directly back into product development
  • Navigate multi-state compliance challenges for remote-first companies
  • Develop tax strategies that minimize liability while remaining audit-ready
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We approach taxes as a strategic growth lever, not just a compliance requirement. Whether you're pre-revenue or scaling rapidly, we translate complex tax regulations into clear, actionable guidance that protects your cash and positions you for long-term success.

“Cash is king in the early days of the company and arguably, always. Not having to spend a bunch of money on bringing in our in-house accounting and finance folks as we were scaling allowed us to spend money on product development and accelerating our products into the market.”
Patrick Coughlin
CEO & Co-Founder, TruSTAR
Read the success story

Scalable Pricing, Customized For You

Pricing Designed for Startups at Every Stage

airCFO's pricing is determined based on two factors: stage and scope. At each stage, we offer founders the services they need to build a rock-solid foundation and maintain a top-notch back office that moves them forward in their startup journey.

Discover airCFO Pricing
Supporting Founders From Day 1

Explore Our Other Core Services

Finance

Critical insights to fuel momentum, including cash flow projections, budgeting, modeling, and more.

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People Operations

Ongoing people advisory and support for growth-focused start-ups who want to establish a solid foundation and strategy.

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Accounting

Navigating complex tax laws and IRS guidance keeping you in compliance, minimize taxes, and capture credits.

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Ready to Level-Up Your Startup’s Financial Operations?

Partner with us to simplify your back-office and focus on what matters most: growing your business.

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