Technology Industry


In the world of technology, innovation travels quickly. Staying ahead of this ever-advancing sector requires ingenuity and resourcefulness. Your company needs professionals who understand the technology industry and can give you the best tax and financial advice to keep your company growing. Windes does just that by providing comprehensive audit, tax, and advisory services to technology companies, founders, and executives. We work throughout Southern California and beyond, with offices in Los Angeles, Long Beach, and Orange County

Technology Industry Practice Focus

Windes works extensively with companies in the technology industry, implementing business strategies that can help your company enjoy years of profitability. We support you as you pursue raising private or venture capital to expand your business. 

Some industry sectors we serve include:

  • Biotech and med-tech
  • Cloud
  • Cloud-based communication services
  • E-commerce
  • Fintech
  • Information technology
  • Security
  • Software and app developers
  • Software as a Service (SaaS)
  • Virtual reality and artificial intelligence

 

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Technology Industry Services

All companies need sound and forward-thinking business and tax strategies. In the technology industry, you also need tax professionals who understand the specific needs of your fast-moving business. Windes can meet all of your traditional accounting and tax and audit-related accounting needs, with knowledge tailored to the technology industry and to your business. 

1. Traditional Tax-Related Services

Our traditional tax-related services include comprehensive business planning, federal, state, and local tax compliance, planning and advisory services, financial forecasts and projections, and corporate structuring. While these services may be traditionally offered by many accounting firms, at Windes, we focus on your business and the technology industry as an integrated whole, preparing your company for the future by anticipating risks, as well as strategies for financial growth.

2. Traditional Audit-Related Services

Windes professionals handle traditional audit-related services with a focus on quality, from strategy to delivery. Our approach is progressive, helping you to see opportunities and possible future disruptions, from evolving regulations to industry-wide trends. Aside from audit, review, and compiled financial statements, we can help you look beyond the audit with insightful and comprehensive business planning advice.

Technology Industry Specialties

As part of our focus on the technology industry, Windes professionals offer knowledgeable non-traditional tax and audit-related services, including succession planning, transaction advisory services, and accounting services that your growing company needs.

1. Non-Traditional Tax Services

Windes offers non-traditional tax-related services to ensure that your technology company receives comprehensive tax and business planning advice. We can help your company develop and navigate non-traditional tax solutions such as research and development tax credits, Qualified Small Business Stock (QSBS), Section 1244 Stock, equity compensation, international expansion, and IRC Section 382 net operating loss studies.

2. Non-Traditional Audit-Related Services

Windes professionals also provide non-traditional audit-related services, offering wide-ranging accounting and business planning advice. Our experienced professionals can assist you in adopting internal control policies and documentation specific to your industry to help you guard against fraud. We can also personalize a custom consulting engagement, giving your company more flexibility than an audit with the ability to assess your specific software capitalization, stock compensation structure, revenue recognition issues or quality of earnings calculations. If your company is ready to offer equity compensation to executives and employees, we can assist you with the Section 409A Equity Valuation Analysis that is tailored to your needs. 

3. Succession Planning and Transaction Advisory Services

As part of a holistic and forward-thinking business plan, Windes accounting professionals offer succession planning and transaction advisory services for the technology industry, including growth and value building; consultation on comprehensive valuations; exit planning for companies, owners, and executives; and planning for mergers and acquisitions. Planning for your technology company’s future can help create stability and long-term exit plans.

4. Accounting Services

Our experienced professionals can provide accounting services for your technology business so your company can thrive. We offer cloud-based accounting services to provide our technology clients maximum flexibility along with outsourced accounting services such as payroll, sales and use tax, and personal property tax.

Technology Industry Partners

For more information about our Technology Practice contact:

Lance G. Adams, CPA
Robert B. Henderson II, CPA, MST, CEPA
Sean K. McFerson, CPA, MBT
Jeffrey H. Parsell, CPA

 

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