· R&D CREDITS · EQUITY · STARTUPS · SAAS · MULTI-STATE
Financial Infrastructure Built to Scale With Technology Companies
R&D tax credits, stock options, ASC 606 revenue recognition, and multi-state nexus from remote teams all require specialized expertise. Archer Lewis works with tech companies from early stage through exit.
Our Approach
Financial advisors who understand how technology businesses grow.
Technology companies don't follow the same financial playbook as traditional businesses. Revenue recognition under ASC 606 is complex for SaaS and subscription models. Remote and distributed teams create multi-state tax obligations that appear suddenly. Equity compensation creates tax events that most employees don't understand until they're facing them. And the R&D tax credit (one of the most valuable available to tech companies) is consistently underutilized. Archer Lewis works with technology businesses at every stage, from pre-revenue startups to established companies preparing for acquisition or IPO.
What We Handle
Accounting and tax services for technology companies
From R&D credits to equity tax planning, our team handles the financial complexity specific to tech.
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R&D Tax Credit
Most tech companies qualify. We identify the activities, document the credit, and make sure you capture every dollar.
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Equity Compensation Tax Planning
ISO vs. NSO, 83(b) elections, AMT planning, and QSBS exclusions: equity tax events planned before they become surprises.
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SaaS & Subscription Revenue Recognition
ASC 606 compliance for subscription and SaaS businesses, revenue recognized correctly from the start.
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Multi-State Tax Compliance
Remote teams create nexus in states you might not expect. We track and manage every filing obligation as you add headcount.
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Startup Tax Planning
Entity structure, founder equity, and early-stage tax planning that sets the foundation for efficient scaling.
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CFO & Controller Services
Financial leadership for tech companies that need more than accounting: cash runway, board reporting, and growth planning.
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M&A & Transaction Advisory
Financial due diligence and deal support for technology company acquisitions and exits.
The R&D tax credit is one of the most valuable and most underused benefits available to tech companies.
Technology companies consistently underutilize the R&D credit, often because their activities were never properly reviewed for eligibility. Archer Lewis reviews tech company activities proactively for credit eligibility, capturing the benefit ahead of the filing deadline.
Talk to a Technology Advisor
Common Questions
What technology companies ask us.
Almost certainly yes, if you're developing software, improving products, or solving technical problems. The credit applies to wages, supplies, and contract research expenses related to qualifying activities. Most tech companies that work with us discover they've been leaving significant credit value unclaimed.
An 83(b) election lets founders and early employees elect to be taxed on restricted stock at grant rather than vesting, when the value is usually much lower. Miss the 30-day window and the election is gone. The tax difference can be enormous as the company grows. We make sure founders understand and file it correctly.
Each remote employee creates potential nexus in the state where they work, meaning income tax filing obligations, sometimes payroll tax registration, and in some cases sales tax obligations. Most fast-growing tech companies discover multi-state compliance gaps when they do their first thorough review. We get ahead of it before it becomes a problem.
At entity formation, before equity is issued, before the first employee is hired, and certainly before the first revenue. The decisions made in the first year of a tech company have outsized tax consequences that compound as the company grows. Early engagement is almost always less expensive than cleaning up early mistakes.
