Technology CPAs

Tax planning can be complicated for technology firms thanks to endless tax codes and regulations, doing business across state lines and reporting for stock options.

Hidden among these complexities, however, are numerous avenues to reduce your tax obligations. All you need is an expert to help you find them.

Tax credits abound for research and development, major purchases and more. Interstate tax obligations vary from state to state. And knowing the types of stock options available can make a difference on your return. A creative tax strategy considers these possibilities and leverages them to your advantage—so you can keep (or re-invest) more of your hard-earned revenues.

Our technology tax professionals understand not only the ins and outs of general tax strategy, but also the needs of your industry and the resources available to you. We’ll help you with the complex issues you face and devise a solution that works for your company, your employees and you.

• Business Tax
• Individual Tax
• State and Local Tax

Solid and consistent accounting practices are a key to your success. Finding qualified people for the job, however, isn’t always easy. It’s also expensive to bring them onboard, train them and pay their salary and overhead.

Outsourcing some or all of your accounting operations provides you with the expertise you need without having to invest in permanent staff. So you can use your money to move your company forward.

James Moore has worked with technology clients in all phases, from startup status to larger, established firms. And as auditors of federal research grants, we understand the rules and regulations surrounding their use and their proper reporting to grantor agencies.

We can help you in whatever way fits your company best—in-house solutions, cloud-based accounting software, payroll options, QuickBooks consulting, even entirely outsourced accounting services. Regardless of what your needs are, James Moore can provide a customized accounting solution that suits your needs.

Learn Moore

As your company grows, so does the need for more employees. You also need proper policies to ensure a happy, productive workplace that’s compliant with HR laws and regulations.

Finding and retaining qualified employees requires in-depth knowledge on recruiting practices, work eligibility and current workplace regulations. With limited funds to hire HR professionals on staff, tech firms are turning to outsourced human resources service providers to address these needs.

From recruiting and hiring employees to ensuring compliance with DOL regulations, external HR consulting can help you maintain a productive workplace that attracts and keeps the talent you need.

Our HR Solutions team brings decades of combined human resources experience to the table. And our partnerships with affiliated national workforce and financial services companies put even more knowledge of human resources, retirement plans, payroll and more to work for you.

Learn Moore

A successful company is often known as much for its leader as it is for its work—especially when that leader has an innovative vision that has guided its efforts.

As your company grows, however, you need more than your vision to maintain its success. You need skills in operations, finance, leadership, communication and strategy.

Our leadership training programs give you the tools you need to continue your company’s trajectory. And our Profit Mastery class shares methods to better your company’s performance, such as managing finances and improving processes.

By teaming with partners like Velocity Advisory Group and area business leaders, we can provide the most thorough and practical instruction for you. Where do you need help?

• Leadership Training
• Profit Mastery

The evolution of a technology company often progresses to a transition point—purchase by an outside party, merger with another firm, or perhaps an initial public offering.

All have wide-ranging financial and tax implications that affect you and your employees. They also raise questions about your role once the transaction is complete.

A written exit plan establishes those terms and should be a key component in any transition your company makes. Whether a new arrangement means taking on different responsibilities or leaving the helm entirely, an exit plan ensures that your vision is fulfilled and protects you and your employees.

Our technology CPAs have the industry knowledge to help companies like yours prepare for a transfer of leadership. By establishing and documenting the steps to be taken when the time comes, you and your team will have peace of mind that nothing is left to chance.

We position IT as a strategic growth driver, not a background utility. We help clients cut downtime, reduce risk and gain real value through services built around their goals.

Our differentiator is proof, not promises. With guaranteed response times, daily backup checks, recovery drills and training that reduces threats, we hold ourselves accountable to results that matter. Our team combines 24/7 monitoring, proactive planning and compliance expertise with a consultative style that keeps your business first.

We’re more than a managed service provider. We’re an IT partner backed by nearly 60 years of firmwide legacy in audit, advisory and compliance. That means credibility, accountability and financial rigor are built into every engagement.

Bringing credibility and accountability to every engagement, we help small and midsize businesses, nonprofits and public organizations access protections once reserved for larger enterprises:

• Cybersecurity with modern threat detection and fast response
• Disaster resilience through backup testing and recovery planning
• Cloud and Microsoft 365 migrations that minimize disruption
• Technology planning that delivers roadmaps and budgets leaders can trust

Our clients rely on us to turn IT from a cost center into a tool for growth, keeping them secure today and ready for tomorrow.

Learn Moore