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Looking for a startup tax accountant in the U.S.?
We help founders stay compliant with a fast 30-minute compliance check, transparent pricing, and investor-ready bookkeeping. Do you really know which accounting risks could derail your next raise? We ask because founders need fast clarity, not jargon. We work with modern finance stacks (QuickBooks Online, Gusto, Brex, Ramp, Deel) and prepare Delaware C-Corp filings while aligning monthly closes to investor standards in the U.S. startup ecosystem.
Our firm focuses on founder-friendly clarity: pricing, scope, and a clear 30-minute compliance check so you can decide quickly.
If you need fast clarity on filings and payroll, we’ll give it in a focused 15-minute call. We triage your immediate compliance needs and surface the next steps for returns, registrations, or books cleanup. Our process is short and practical: a light intake, secure document collection, and a scoping conversation with a practitioner on our team. Bring entity details, the states where you operate, and payroll setup to maximize the time.
Who we serve: founders of venture-backed startups, small business operators planning to raise, and high-growth teams that need speed and compliance. What we do in the call: triage tax questions, map filing calendars, and set immediate priorities.Where we work: we support teams across the Bay Area, including San Francisco, and remote businesses nationwide. Outcome: a clear checklist of compliance steps, recommended services, and how our team will align with your calendar. If we’re not the right fit, we’ll still give a short checklist so you don’t lose time.
If you recently incorporated your company and want to understand what comes next, from taxes to investor readiness.
We design engagement options so finance work supports product velocity and investor cadence.Choose a model that matches stage, team size, and complexity. We explain three approaches so you can pick the right fit for your business.
Best when you need predictable monthly closes. This covers bookkeeping, payroll coordination, and recurring accounting deliverables aligned to board reporting.
Right for growing complexity. Use a retainer when you need senior accountants for planning, multi-state strategies, diligence prep, or investor questions.
Focused outcomes only. Project scopes target cleanups, prior-year filings, R&D credit documentation, or multi-state registrations using specialist tools.
We map recommendations to your stage, transaction volume, and internal capacity.
Early-stage teams often start with a fixed monthly plan for steady bookkeeping and predictable money flow. As complexity grows, add a retainer to reduce risk around state income tax exposure, nexus, and strategic planning. Bridge projects recover lost time, then transition you to a monthly cadence with clear deliverables.
Outcome: a labeled scope document that states deliverables, service levels, and how our services sync with your internal workflows. We show how each model manages scope and money transparency without quoting figures here.
This scope spells out how we handle books, payroll, filings, credits, and returns. Our goal is to keep your financial operations clean, predictable, and ready for investor scrutiny.
In fifteen minutes we map immediate filing exposures and produce a clear next-step list. The call is direct and practical so you can make fast decisions about filings and operations.
What we review:
Your takeaways:
A compliance-first rhythm begins with a clear onboarding that locks roles, cutoffs, and shared dates.
We establish a monthly process that defines:
Our team configures systems and software connections so data flows automatically from payroll and payments into the books.
Each month you receive:
We use QuickBooks with integrations like:
For startups looking to automate even more processes, Augmented Ops provides AI-powered operational insights and dashboards that reduce friction in finance and compliance.
We support founders, especially from Latin America and U.S. Latino communities, with accounting and compliance solutions tailored to fast-growth startups expanding in the U.S. Our team has extensive experience supporting founders who move fast and hire quickly. We understand local payroll, California filings, and the tools that high-growth startups rely on to stay compliant and investor-ready.
Clients tell us that our calendars, checklists, and clear deliverables reduce stress before board meetings. That feedback shapes how we document workpapers to ensure smooth due diligence. We align monthly closes and documentation with what investors expect during funding rounds. That way, fundraising conversations can focus on product and traction, not compliance gaps.
As a partner, we provide tax planning that anticipates hiring needs, multi-state expansion, and cash-flow scaling. Dashboards give leaders visibility into cash and runway so they can make faster allocation decisions.
Related reading: C-Corp vs LLC: What’s the Right Structure for Your Startup
If you’re navigating incorporation and taxes for the first time, these resources can help:
For legal structure and fundraising readiness, explore our Fundraising and Incorporation solutions.
Ready to move forward? We’ll align scope, timing, and the tools you already use (QuickBooks, Gusto, Rippling, Avalara) to execute returns and monthly closes that meet investor and agency expectations. We act as your practical partner: our CPAs and accountants provide clear advice, predictable services, and hands-on execution that respects your calendar and board needs.
The call reviews your entity structure, operating states, payroll setup, tax exposure, and potential nexus obligations. You’ll receive a prioritized checklist with filing dates and next steps.
We work with modern finance stacks including QuickBooks Online, Gusto, Rippling, Brex, Ramp, and Avalara. This ensures smooth monthly closes and investor-ready reporting.
Yes. We help both domestic and international founders incorporate their businesses in the U.S., typically in Delaware, to streamline legal compliance and attract investors.
Venture-backed startups, high-growth teams, and early-stage founders who want to stay compliant and avoid tax surprises benefit the most. We also support small teams scaling into multiple states.
We offer three flexible models:
Yes. We assess your exposure, register your business where needed, and manage state filings to reduce penalties and avoid compliance gaps.
Yes. We help prepare due diligence packages and ensure your financials are investor-ready before fundraising or audits.
If additional support is needed, we’ll provide a clear proposal outlining scope, timeline, and pricing. Even if you don’t move forward, you’ll keep a prioritized checklist to act on.
