Tax complexity? Handled.
Tax advice when decisions matter, not just when returns are due.
Fixed annual fee, scoped in writing — from $3,400.
Your return is ready for review.
We documented $2.2 million in qualified research expenses, supporting a $128,400 federal R&D credit and a $41,000 Massachusetts credit. As discussed, we've included the election to apply your federal credit against payroll taxes.
The items needing your approval are flagged in the portal.
Federal R&D credit, documented
Q2 estimate, ready to approve
Video summary, ready to watch
R&D credit found — documented to audit standard.
Delaware franchise tax recalculated.
A walkthrough video with every return — not a 100-page PDF.
Figures from an illustrative example.
LudmilaYour advisorI recorded a quick 4-minute walkthrough. Give me a call if anything isn't clear.
R&D credits claimed.
in surprise add-ons.
states we currently file in.
years of combined tax experience.
Everything your last CPA did. And everything they didn't.
One engagement covers compliance end to end — and the advisory work that actually moves your numbers.
Corporate Tax
Federal and state income tax compliance, ASC 740 provision support, Delaware franchise tax, and 1099s.
1120 + states, provision, DE franchise tax, 1099s.
State Nexus & Compliance
Nexus analysis and apportionment, multi-state compliance, sales tax and state registration advisory.
Nexus studies, state & local advisory.
R&D Credits
Analysis of R&D expenses and R&D study.
Federal & state R&D studies, audit-ready.
International Tax
Foreign subsidiaries, foreign investors, contractors abroad. Forms 5471 and 5472, FBAR, foreign-owned SMLLC reporting.
5471, 5472, FBAR, foreign-owned SMLLC.
Year-Round Advisory
Proactive planning and answers throughout the year — notices, cross-border questions, M&A support, a partner on call.
Planning, notices, unlimited tax questions.
Founder's Tax Return
Personal returns, equity compensation, QSBS, and estimated payments — handled alongside the company's.
1040, equity & QSBS, estimates.
Practical tax tools for founders.
Free, no email, no signup. Built from real client questions.
R&D tax credit calculator
Estimate your federal R&D credit based on employee wages, contractors, supplies, and cloud costs. Compare calculation methods and see whether your startup could use the credit against payroll taxes.
Estimate your creditDelaware franchise tax calculator
Both Delaware methods with your real numbers — and why the notice is so high.
Calculate your taxSame company, both methods.
International filing checker
Which U.S. international forms apply — foreign owners, subsidiaries, bank accounts.
Check my filing requirementsStartup tax calendar
Every federal and state deadline that matters, with a downloadable calendar file.
View calendarQuestions don't wait until March. Neither do we.
We automate the administrative work, not the judgment. That gives us more time to understand your business and advise you throughout the year.
Gather
We work from your accounting, payroll, and cap table records, with access you approve. You answer only the few questions that truly need you.
Advise
We scan for credits and elections, and flag what applies to you — well before the deadline.
Deliver
Every return ships with a short walkthrough video — the pages that need your eyes, not a hundred-page PDF.
Support
We're here after filing too — for the notice, the follow-up, the next decision.
One annual fee. No surprise add-ons.
We review your company upfront and quote one fixed annual fee. Depending on your scope, it covers:
- Federal and state tax returns
- Delaware franchise tax, annual reports, and 1099s
- International tax reporting
- R&D tax credits and studies
- Quarterly tax estimates and deadline reminders
- Year-round tax guidance and video walkthroughs
Starting at $3,400/year.
Your quote reflects your actual scope and is agreed in writing before we start.
Looking for strategic tax advice? Explore our advisory services →
Meet the people you'll actually work with.
We built and led the tax practice at a venture-backed fintech company before starting Talara.
Jess Holt
Founder · EA, MS Tax · McConnell Jones
13 years in founder and owner tax planning, equity compensation and QSBS, startup and C corporation tax, R&D credits, and flow-through taxation.
“I love when a founder walks into a meeting with ten questions and leaves knowing exactly what to do next.”
LinkedIn ↗
Ludmila Hermanovich
Founder · CPA, MS Tax · PwC
18+ years in corporate taxation, R&D credits, international reporting, M&A and structuring, venture-backed companies, and strategic tax planning.
“Founders shouldn’t need a tax degree to understand their options. That’s my job.”
LinkedIn ↗Practical tax insights for founders.
How Contributing IP to a Startup Affects Your QSBS Tax Exclusion
Contributing IP to a startup can increase a founder's potential QSBS tax exclusion, but a higher valuation comes with trade-offs. Here's what founders should know about…
The $500 Startup Banking Bonus That Could Cost You $500,000 in R&D Tax Credits
Your startup hasn't made its first sale. But a small bank bonus or a few dollars in interest may have already started a five-year tax clock worth far more.
Can an S Corp Qualify for QSBS? F Reorganizations and Section 351 Explained
An S corporation can't issue QSBS, but restructuring may open a path to the federal gain exclusion. Explore F reorganizations, Section 351 exchanges, and the tax traps…
We watch the calendar so you don't.
| Jun 15 | Q2 estimates due | Federal and state estimated payments for calendar-year filers. |
| Sep 15 | Extended 1120-S / 1065 | Final deadline for extended pass-through returns. |
| Oct 15 | Extended 1120 | Final deadline for extended C-corp returns. |
| Jan 31 | 1099s + W-2s | Contractor and payroll forms to recipients and the IRS. |
Go back to building.
A 30-minute intro call. No pitch deck, no hand-offs.