Technology

Specialized Services for Technology Companies

Warady & Davis LLP serves a wide range of technology business sectors including software, cloud, mobility and data analytics. We work with clients at all stages – from start-up to exit. We understand the challenges of building and operating a technology business.

Warady & Davis' accounting, audit, tax, and advisory capabilities are essential to technology companies as they start-up, attract investment, mature, and evolve.  We provide advisory services to help you improve business and financial performance, boost profitability, attract investment and, if desired, position for sale.

Technology Tax Planning and Compliance

As technology companies grow, the tax consequences for these companies – and their founders – often grow as well. W&D provides a range of strategic tax planning, structuring, and reporting services to maintain compliance and minimize obligations. Through proactive tax planning, tax credit advisory, state and local nexus planning and international tax and transfer pricing services, we help company owners and their businesses mantain compliance and maximize potential tax savings.

Services offered:

• Professional services accounting and financial statement preparation
• Payroll processing and related filings
• Audit, review and compilation
• tax return preparation, planning and IRS representation
• Multi-state and local taxes
• Individual income tax planning and compliance
• Estate and gift planning and compliance
• International tax planning and compliance
• Employee benefit plan audit and tax
• Consulting on income allocation and compensation plans
• Financial reporting & forecasting
• Cash flow management
• Internal procedures and controls
• Industry and financial bench marking
• Mergers & Acquisitions
• Business Valuation

Technology Mergers & Acquisitions and Capital Transactions

We help technology companies strengthen their businesses in advance of a merger, acquisition or capital transaction. Whether on the buy or sell side, we assist clients with all phases of the process – from strategic planning and financial presentation through structuring, due diligence, business valuation and implementation.