Austin, Texas

Tax & Accounting Services for Austin Tech Startups

Specialized tax planning, R&D credits, and CFO services for venture-backed startups in Austin. Leverage Texas's no income tax advantage while navigating franchise tax and maximizing federal R&D credits. Serving Downtown, The Domain, and East Austin tech corridor.

5,500+
Tech Startups
$12M
Avg. Series A
0%
State Income Tax
0.75%
Franchise Tax

Why Austin Startups Choose SpryTax

Austin has become the fastest-growing tech hub in America. While Texas offers no state income tax, navigating franchise tax, multi-state expansion, and federal credits requires specialized expertise. We help Austin startups maximize tax advantages while scaling efficiently.

Federal R&D Tax Credits

While Texas has no state income tax or R&D credit, Austin startups can still claim massive federal R&D credits (20% of qualified expenses). Average Austin tech startup saves $120K-$400K annually on federal credits alone.

  • 20% federal R&D credit on software development
  • Payroll tax offset for pre-revenue startups
  • Retroactive claims up to 3 years

Texas Franchise Tax Optimization

Texas's franchise tax (0.75% on gross margin) is complex but can be significantly reduced with proper planning. We help structure your revenue recognition and cost allocation to minimize this tax legally.

  • Franchise tax threshold planning ($1.23M exemption)
  • Revenue recognition timing strategies
  • Cost of goods sold optimization

Multi-State Expansion Planning

Many Austin startups expand to California, New York, or other high-tax states. We help you maintain your Texas tax advantage while managing nexus, apportionment, and remote employee compliance nationwide.

  • 50-state nexus analysis and planning
  • Remote employee tax compliance
  • State R&D credit optimization

VC-Ready Financial Reporting

Austin's VC ecosystem has exploded with firms like Silverton Partners, LiveOak Venture Partners, and national VCs opening offices. We deliver investor-ready financials that meet institutional standards.

  • Monthly GAAP-compliant financials
  • Board presentation packages
  • SaaS metrics and unit economics tracking

Delaware + Texas Compliance

Most Austin startups incorporate in Delaware for VC fundraising. We expertly manage dual-state compliance, ensuring you meet both Delaware franchise tax and Texas franchise tax requirements.

  • Delaware franchise tax optimization
  • Texas foreign entity registration
  • Annual compliance calendar management

Stock Options & QSBS Planning

Texas recognizes QSBS for state purposes (though there's no state capital gains tax anyway). We provide 409A valuations and ensure your equity structure qualifies for maximum federal tax benefits on exit.

  • 409A valuations for option pricing
  • QSBS qualification planning ($10M+ tax-free)
  • ISO/NSO grant structuring

Austin Tax Challenges We Solve

Texas Franchise Tax Complexity

While Texas has no income tax, the franchise tax (0.75% on taxable margin) can be confusing. It's based on gross revenue minus either COGS or compensation—choosing the right method and timing revenue properly can save tens of thousands annually.

Our Solution:

  • • Franchise tax calculation method optimization
  • • Revenue recognition timing strategies
  • • Threshold planning ($1.23M exemption maximization)
  • • Annual franchise tax report preparation

Relocating from California/NY

Many Austin startups are founded by California or NYC transplants. Properly breaking ties with high-tax states and establishing Texas domicile is critical to avoid ongoing CA/NY tax obligations.

Our Solution:

  • • California FTB exit strategies and compliance
  • • Texas domicile establishment guidance
  • • Multi-state apportionment planning
  • • Prior state audit defense support

Sales Tax Nexus Management

Texas has a 6.25% state sales tax plus local taxes. SaaS companies must navigate whether their products are taxable, and growing startups face nexus in multiple states requiring registration and compliance.

Our Solution:

  • • Texas sales tax registration and compliance
  • • SaaS taxability analysis by state
  • • Economic nexus monitoring (all 50 states)
  • • Automated sales tax solution integration

Rapid Growth & Scaling Issues

Austin startups often grow faster than expected. Hiring across states, international expansion, and revenue surges create tax complexity that can overwhelm founders without proper planning.

Our Solution:

  • • Scalable accounting systems (QuickBooks, NetSuite)
  • • Remote employee payroll setup (all states)
  • • International tax planning and transfer pricing
  • • Proactive tax projection and planning

Serving Tech Startups Across Austin

From Downtown co-working spaces to The Domain tech offices and East Austin innovation hubs, we serve startups throughout Austin's thriving tech ecosystem.

Downtown Austin

East Austin

The Domain

South Congress (SoCo)

North Loop

Mueller District

Also serving the Greater Austin Metro:

Northwest Austin

Arboretum, Great Hills, Avery Ranch

South Austin

Barton Creek, Zilker, Travis Heights

Round Rock

Dell Diamond area, tech corridor

Cedar Park

Tech Ridge, 1890 Ranch

CLIENT SUCCESS STORY

East Austin SaaS Startup Saves $165K in First Year

The Challenge:

A 10-person SaaS startup in East Austin relocated from San Francisco to take advantage of Texas's tax benefits. However, their California accountant didn't understand Texas franchise tax, missed federal R&D credits, and left them exposed to CA tax claims.

Our Solution:

  • Completed federal R&D credit study: $135K in credits claimed
  • Properly closed California nexus and eliminated $40K in CA tax exposure
  • Optimized Texas franchise tax calculation saving $18K annually
  • Set up multi-state payroll for remote employees in 8 states
  • Implemented investor-ready monthly GAAP financials

Results:

$165K
First year tax savings
Series A
Successfully raised $10M

"SpryTax helped us cleanly exit California and maximize our Texas tax advantages. Their R&D credit work alone paid for 3 years of accounting fees." - Founder & CEO

Our Services for Austin Startups

Tax Planning & Filing

  • • Federal corporate tax returns and planning
  • • Texas franchise tax optimization and filing
  • • Multi-state tax compliance and apportionment
  • • Quarterly estimated tax management
  • • QSBS and exit tax planning strategies
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R&D Tax Credits

  • • Federal R&D credit (20% of qualified expenses)
  • • Payroll tax offset for pre-revenue startups
  • • Software development credit documentation
  • • Retroactive claims for prior years (up to 3 years)
  • • IRS audit defense and supporting documentation
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Startup Accounting

  • • Monthly GAAP-compliant financial statements
  • • VC investor reporting and board packages
  • • Cash flow forecasting and budgeting
  • • SaaS metrics tracking (MRR, CAC, LTV)
  • • QuickBooks Online setup and management
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CFO Services

  • • Fundraising financial modeling and projections
  • • Board presentation deck preparation
  • • Strategic tax planning for growth and exits
  • • Cap table management and dilution modeling
  • • Due diligence preparation and support
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Equity & 409A Valuations

  • • IRS-compliant 409A valuations for stock options
  • • ISO and NSO grant structuring and planning
  • • QSBS qualification planning for tax-free exits
  • • 83(b) election guidance and filing
  • • ASC 718 equity compensation accounting
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Multi-State Payroll

  • • Texas payroll tax compliance and registration
  • • Multi-state payroll setup (all 50 states)
  • • Remote employee withholding and compliance
  • • Contractor vs employee classification
  • • W-2, 1099, and annual payroll reporting
Learn More →

Ready to maximize your Austin tax advantages?

Join 100+ Austin startups saving an average of $150K+ annually through federal R&D credits and strategic tax planning. Get a free consultation to discover your savings potential.

Frequently Asked Questions

How does Texas's franchise tax work for startups?

Texas franchise tax is 0.75% on your "taxable margin" (not gross revenue). You calculate margin as revenue minus either COGS or compensation—whichever gives you a lower tax. There's a $1.23M revenue exemption threshold, and companies under that pay no franchise tax. We help optimize which deduction method to use and plan to stay under thresholds when beneficial.

Can Austin startups claim R&D tax credits without a state income tax?

Yes! While Texas has no state income tax or state R&D credit, you can still claim the federal R&D credit (20% of qualified research expenses). For pre-revenue startups, this credit can offset payroll taxes up to $500K. A typical 10-person Austin tech startup with engineers earning $120K average can claim $100K-$150K in federal R&D credits annually.

I'm relocating my startup from California to Austin. How do I avoid CA tax claims?

California is aggressive about claiming ongoing tax on businesses that leave. You need to properly close CA nexus, establish Texas domicile, file a final CA return, and document the move thoroughly. This includes moving physical presence, majority of employees, and key management to Texas. We provide a comprehensive exit checklist and handle CA FTB communications to ensure a clean break.

Do I need to collect sales tax on my SaaS product in Texas?

Texas considers most SaaS products taxable under their "data processing services" category. You must register for a Texas sales tax permit and collect 6.25% state sales tax plus local taxes (up to 8.25% total). Additionally, you may have sales tax obligations in other states based on economic nexus thresholds. We help analyze your product's taxability and set up compliance.

How do I handle employees who live in other states?

When you have remote employees outside Texas, you must register for payroll taxes in each state where they work, withhold state income tax (if applicable), and comply with each state's labor laws. We set up multi-state payroll, handle registrations, and ensure ongoing compliance so you can hire talent anywhere without tax headaches.