Tech Companies – Expert Tax & Financial Solutions for the Technology Sector
At Lepore & Company, we specialize in tax planning, bookkeeping, and financial management for tech startups, software companies, IT consultants, and digital agencies. Whether you're a SaaS business, AI startup, or a growing IT firm, we help you maximize tax credits, optimize cash flow, and ensure compliance with CRA regulations.
Financial Challenges in the Tech Industry
Technology companies face unique financial and tax complexities, including:
- Managing R&D expenses and claiming SR&ED tax credits
- Navigating tax implications for SaaS, AI, and digital service businesses
- Structuring equity, stock options, and founder compensation tax-efficiently
- Handling international revenue, foreign transactions, and sales tax compliance
- Preparing financial statements for investors and venture capital funding
With the right financial strategy, tech businesses can scale efficiently, reduce tax liabilities, and attract funding.
Our Financial Services for Tech Companies
1. SR&ED Tax Credits & Innovation Grants
- Maximize tax credits for software development, AI, and R&D projects.
- Ensure proper documentation for SR&ED claims to avoid CRA rejections.
- Identify eligibility for federal and provincial innovation grants.
2. Tax Planning & Compliance
- Optimize corporate tax structures for tech startups and established firms.
- Plan tax-efficient strategies for founder salaries, dividends, and stock options.
- Ensure compliance with CRA and international tax regulations.
3. Bookkeeping & Financial Reporting
- Track revenue from SaaS, software licensing, and IT services.
- Manage cloud-based accounting for efficient financial operations.
- Generate investor-ready financial reports and key performance metrics.
4. Payroll & Employee Stock Options (ESOPs)
- Set up and manage payroll for remote and international teams.
- Advise on employee stock option plans (ESOPs) and tax implications.
- Ensure proper deductions for employee benefits and salaries.
5. Fundraising & Investor Financials
- Prepare financial reports for venture capitalists, angel investors, and grants.
- Optimize corporate structure for investment rounds and exits.
- Support financial due diligence for funding opportunities.
Why Choose Lepore & Company for Your Tech Business?
- Tech-Specific Expertise – We understand the financial challenges of startups and IT firms.
- Proactive Tax Strategies – Helping tech companies maximize credits and deductions.
- Investor-Ready Financials – Supporting startups in raising capital and scaling.
- Global Compliance Support – Navigating international tax and revenue structures.
Accelerate Your Tech Company’s Growth – Contact Us Today!
Lepore & Company provides expert financial solutions for technology startups and established IT firms. From SR&ED tax credits and bookkeeping to fundraising support and payroll, we help tech businesses scale with confidence.
Schedule a consultation today and take control of your company’s financial future!