How to Select the Best Tax Services for Your Venture-Funded Startup
How to select the best tax services for your venture-funded startup, covering specialization, comprehensive offerings, proven track record, and handling complexity to optimize cash flow and prepare for fundraising.
Published on Thu, 3 July 2025
Tax Credits for startups - All you need to know
Learn about the top tax credits for startups, including the R&D Tax Credit, and how to reduce your burn rate. Kruze Consulting explains which credits apply to venture-backed companies.
Published on Mon, 5 May 2025
How Much Does a Startup Tax Return Cost?
Estimate your startup tax return cost with Kruze Consulting's calculator. Learn about tax factors, required information, and our specialized services for venture-backed startups
Published on Mon, 5 May 2025
Beware of using deal structure to protect your startup’s valuation
A hot topic today with venture capitalists and entrepreneurs is the danger of using deal structure to protect your startup's valuation. We see this happening all too often, so let’s take a look at it.
Published on Sun, 24 November 2024
California Tax Changes Increase Startup Tax Burden: SB 167 and SB 175
Senate Bills 167 and 175, recently enacted in California, introduce several significant changes that affect startups and other businesses in the state, primarily targeting tax regulations and incentives.
Published on Thu, 25 July 2024
What are a startup’s authorized shares?
Understanding authorized shares is important, because if you know what authorized shares are then you may be able to save your startup thousands of dollars in taxes.
Published on Sun, 9 June 2024
Bookings vs Revenue vs ARR
At Kruze Consulting, we get tons of questions about the difference between bookings, ARR and revenue.
Published on Mon, 1 April 2024
New R&D Tax Legislation: What Startups and VCs need to know
Congress is working on a tax package (called the Smith/Wyden tax package) that could revive key tax provisions, including the deductibility of research and development expenses.
Published on Tue, 23 January 2024
What Startup's Accounts on the Balance Sheet Need to be Reconciled
The punch line here is that every single account on the balance sheet needs to be reconciled, not just the bank and the credit cards.
Published on Mon, 15 January 2024
Why Do Startups Need a 409 Evaluation
The IRS wants you to have a 409A valuation so they can make sure that your common stock options have the appropriate strike price.
Published on Thu, 4 January 2024
Why Do Startups Need a 409 Evaluation
The IRS wants you to have a 409A valuation so they can make sure that your common stock options have the appropriate strike price.
Published on Thu, 4 January 2024
Warrant Coverage Venture Loans
The rationale for a warrant coverage or a little bit of equity upside for the lender is that they're taking a lot of risk here.
Published on Tue, 19 December 2023
A Guide to Tax Returns for Seed-Stage Startups
The ultimate tax season guide for startups, by the leading tax CPA to startups. Kruze has filed thousands of tax returns; we answer the top tax questions.
Published on Thu, 23 November 2023
The 'Masters Exemption': A Guide for Startup Founders on Renting Your Own Home to Your Business Tax-Free
The 'Masters Exemption' (also known as the Augusta Exemption or Augusta Rule) allows startup founders to rent their homes to their startups - for legitimate businesses purposes only - for short periods and reap tax benefits.
Published on Wed, 25 October 2023
Unified Accounting and Tax
Why Startups Choose Kruze for Unified Accounting and Tax.
Published on Sun, 15 October 2023
Is angel investing tax deductible?
While sometimes it may feel like you’re giving money to charity as an angel investor, that’s not how it works for tax purposes.
Published on Thu, 28 September 2023
Is angel investing tax deductible?
While sometimes it may feel like you’re giving money to charity as an angel investor, that’s not how it works for tax purposes.
Published on Thu, 28 September 2023
Do bootstrapped startups actually pay taxes?
Vannessa Kruze, CPA, answers the question 'Do bootstrapped startups actually pay taxes?' and discusses different types of taxes you may need to consider.
Published on Tue, 12 September 2023
California Statement of Information
There are three really important things to think about when you're considering filing a California Statements of Information.
Published on Thu, 13 July 2023
Do Investors Pay Capital Gains on Converted SAFE Notes?
One fairly complicated question we encounter is “Do investors have to pay capital gains taxes each time the valuation of a company goes up when, at the same time, the company’s SAFE notes have been converted to equity but have not been sold?”
Published on Sun, 12 March 2023
Should you shut down state tax accounts when an employee leaves?
Should you shut down the relevant state tax accounts when a startup employee or co-founder leaves the company?
Published on Mon, 2 January 2023
The Inflation Reduction Act will provide crucial upgrades to IRS services and personnel
Kruze Consulting's COO, Scott Orn, explains how the Inflation Reduction Act of 2022 will provide crucial upgrades to IRS services and personnel.
Published on Sun, 28 August 2022
What is a POA notification?
POA (power of attorney) notifications are sent out from taxing authorities, like states or the federal government, when they receive POA authorizations.
Published on Sun, 24 July 2022
Fraudulent & Misleading California Statement of Information Solicitations
The latest scam targeting startups is fraudulent (or misleading) California Statement of Information requests.
Published on Sun, 26 June 2022
Why does a startup pay more in Social Security Tax early in the year?
There’s a good reason startups pay more in social security taxes, including payroll taxes, earlier in the year than they do later in the year.
Published on Sun, 19 June 2022
Why does a startup pay more in Social Security Tax early in the year?
There’s a good reason startups pay more in social security taxes, including payroll taxes, earlier in the year than they do later in the year.
Published on Sun, 19 June 2022
How do a startup’s taxes change if it changes the state of incorporation?
Scott Orn explains how a startup’s taxes change if it changes the state of incorporation and why VC firms want their startups to be incorporated in Delaware.
Published on Mon, 30 May 2022
How do a startup’s taxes change if it changes the state of incorporation?
Scott Orn explains how a startup’s taxes change if it changes the state of incorporation and why VC firms want their startups to be incorporated in Delaware.
Published on Mon, 30 May 2022
Why do startups need to break down their revenue by state?
The short answer here is that your startup accountant needs to know your revenue by state to properly handle your taxes. So let’s look at why that’s the case.
Published on Sun, 3 April 2022
10 Things to Get Ready for before Tax Season
Vanessa Kruze, CPA, has compiled a list of ten things to get ready before tax season, to help make taxes a little bit easier for founders.
Published on Thu, 20 January 2022
The IRS Opens Up Electronic Submission for Power of Attorney
Kruze Consulting's COO, Scott Orn, discusses getting clients power of attorney and the IRS new allowance of firms submitting Power of Attorney requests online!
Published on Sun, 26 September 2021
The IRS Opens Up Electronic Submission for Power of Attorney
Kruze Consulting's COO, Scott Orn, discusses getting clients power of attorney and the IRS new allowance of firms submitting Power of Attorney requests online!
Published on Sun, 26 September 2021
How To Move Your Startup’s Fiscal Year-End From December 31st to January 31st
Startup founders, do you want to know how to move your startups’ fiscal year-end from December 31st to January 31st? Well, you’ve come to the right place.
Published on Sun, 5 September 2021
Trump Organization Tax Fraud Case - Lessons for Startups
Kruze Consulting's COO, Scott Orn, discusses the Trump Organization Tax Fraud Case and goes into the lessons that Startups can learn from it.
Published on Mon, 30 August 2021
Paying back the COVID Payroll Tax Deferrals
Kruze Consulting's COO, Scott Orn, explains how to pay back the Coronavirus, Aid, Relief and Economic Security Act (CARES Act) payroll deferrals.
Published on Sun, 22 August 2021
Paying back the COVID Payroll Tax Deferrals
Kruze Consulting's COO, Scott Orn, explains how to pay back the Coronavirus, Aid, Relief and Economic Security Act (CARES Act) payroll deferrals.
Published on Sun, 22 August 2021
Vaccine Tax Credit for Startups
The Vaccine Tax Credit was a tax credit created under the Families First Coronavirus Response Act (FFCRA), and was announced earlier this year by the President.
Published on Mon, 28 June 2021
Vaccine Tax Credit for Startups
The Vaccine Tax Credit was a tax credit created under the Families First Coronavirus Response Act (FFCRA), and was announced earlier this year by the President.
Published on Mon, 28 June 2021
What happens to my personal taxes if my employer switches to a PEO mid-year?
Kruze Consulting's COO, Scott Orn, answers the question of 'What happens to my personal taxes if my employer switches to a PEO mid-year?'.
Published on Mon, 21 June 2021
Compilation vs Review vs Audit
Vannessa Kruze, CPA, explains the difference between compilation, review & audit when it comes to providing your startup's 'Audited GAAP Financials'.
Published on Sun, 7 March 2021
Compilation vs Review vs Audit
Vannessa Kruze, CPA, explains the difference between compilation, review & audit when it comes to providing your startup's 'Audited GAAP Financials'.
Published on Sun, 7 March 2021
Backsolve Method for Company Valuations
Kruze Consulting's COO, Scott Orn, discusses the Backsolve method for creating company valuations and other major valuation methodologies.
Published on Fri, 11 December 2020
Leading ScaleFactor Alternative
Kruze Consulting is a leading alternative to ScaleFactor. We provide monthly books, tax support and filings & CFO level advice to 100s of startups!
Published on Tue, 23 June 2020
Company-specific tax filings
Kruze Consulting's VP of FP&A, Healy Jones, presents a guide to company specific tax filing and examples of how they vary based on circumstance.
Published on Sun, 5 January 2020
2019 Kruze Training Offsite
The Kruze team is getting together this week for networking, training and 2020 planning.
Published on Tue, 17 December 2019
Kruze Consulting recognized as one of the fastest-growing companies
Learn about why Kruze Consulting has been recognized as a fast-growing company by several prestigious publications in the US and the Bay Area.
Published on Wed, 4 December 2019
Don’t let these October 31st tax deadlines scare you
Kruze Consulting has provided the links you need to see specific city tax calendars and find out about the deadlines which are due this Thursday, Oct 31st.
Published on Mon, 28 October 2019
10 Reasons Why Startups Can’t Use Their Payroll Provider for 1099s
1099s are a pain - somewhat mindless paperwork every startup needs to send to their contractors and many vendors like law firms.
Published on Tue, 24 September 2019
571-L SF Property Tax Statements for California Startups
If your startup has a location in California, then you likely have the pleasure of needing to file a 571-L SF Property Tax Statement. What is the Form 51-L?
Published on Tue, 30 April 2019
Tax Time Smoothies
Continuing our tradition of focusing on employee wellness, we recently brought in some healthy smoothies to help our team deal with the stress of tax time.
Published on Thu, 14 March 2019
Startup Corporate Tax Returns and Employee Options
Kruze Consulting's VP of FP&A, Healy Jones, gives a breakdown on startup Corporate Tax Returns (required by the IRS) and the options employees have.
Published on Thu, 24 January 2019
Does an upgrade to ERP add up for your startup?
People, Process and Technology are the three levers that you have as a startup CEO to drive efficiency.
Published on Wed, 7 November 2018
2025 Startup CEO Salary Report
The 2025 Startup CEO Salary Report reveals a 14% increase in average salaries to $161,000, reflecting an improved fundraising outlook and market trends.
Published on Mon, 27 August 2018
Q3 2018 Startup Tax Deadlines
Unfortunately for startups in the United States, tax deadlines aren’t just in the spring. Beyond the April 15th deadline (it was actually April 17th in 2018), here are SOME of the other deadlines your startup needs to be aware of in the third quarter.
Published on Tue, 21 August 2018
Startup Alert: Supreme Court Rules on Sales Tax
The Supreme Court has overturned a 1992 precedent that allowed online businesses to only collect sales taxes in states where they had a 'physical presence'.
Published on Thu, 21 June 2018
4 Reasons to Raise Venture Debt
Kruze Consulting's COO, Scott Orn, gives a breakdown of the four important reasons that you should raise venture debt if you’re a startup.
Published on Tue, 8 May 2018
Year-End Tax Reporting For ISOs and NQSOs
Navigate year-end tax reporting for Incentive Stock Options (ISOs) and Non-Qualified Stock Options (NQSOs) with this guide, covering forms like 3921 and 1099-MISC.
Published on Tue, 6 February 2018
Section 382 Triggers
Section 382 is a part of the IRS code that was developed about 20 or 30 years ago to limit corporations' use of their net operating losses to offset profits.
Published on Tue, 6 February 2018
R&D Tax Credit Expense Categories
If you haven't heard, R&D tax credits have really changed dramatically over the past couple of years.
Published on Tue, 6 February 2018
Delaware Franchise Tax
There are three really important things that you need to keep in mind when you're filing Delaware franchise tax.
Published on Tue, 6 February 2018
Introducing KruzeTax - Startup Tax Returns
Tax Season is upon us! Instead of using a local CPA firm (way too expensive & no Startup expertise), check out KruzeTax.com.
Published on Thu, 25 January 2018
Introducing KruzeTax - Startup Tax Returns
Tax Season is upon us! Instead of using a local CPA firm (way too expensive & no Startup expertise), check out KruzeTax.com.
Published on Thu, 25 January 2018
What is the best and cheapest registered agent in Delaware that has experience with tech startups?
I’m going to expand this question a bit…Why does a startup need to have a Registered Agent in Delaware?
Published on Wed, 3 January 2018
2018 New Tax Laws & How they Affect Startups
The Good, The Bad and The Ugly.
Published on Wed, 3 January 2018
Startup's Due Diligence Information Venture Lenders Ask For
The first thing they're going to ask for is your historical financials.
Published on Tue, 14 November 2017
IRS Audits and Startups
What can I do to make sure that I am prepared for an IRS audit? Ultimately, how can I make sure that I don't get it to an IRS audit situation?
Published on Tue, 14 November 2017
Why Should Startups Use Bill.com
There are really three main reasons why you absolutely want to be using Bill.com.
Published on Thu, 9 November 2017
Why Do Startups Take Venture Debt?
At Kruze Consulting, we get tons of questions about venture debt. Should a startup take it? Is it good for the startup?
Published on Thu, 9 November 2017
Investor Abandonment Clause on Venture Debt
We're mainly referring to investor abandonment and venture debt term sheets.
Published on Thu, 9 November 2017
2017 Startup Tax Compliance Calendar
It's 2017 and time to start Tax Planning for your Startup! Don't worry, we've done all the work for you by creating customized 2017 Startup Tax Compliance Calendars for Startups based in San Francisco, New York, Palo Alto and Santa Monica.
Published on Sun, 15 January 2017
2017 Startup Tax Compliance Calendar
It's 2017 and time to start Tax Planning for your Startup! Don't worry, we've done all the work for you by creating customized 2017 Startup Tax Compliance Calendars for Startups based in San Francisco, New York, Palo Alto and Santa Monica.
Published on Sun, 15 January 2017
The Recent Flurry of IRS Change of Address Notifications
Kruze Consulting's COO, Scott Orn, gives a breakdown on the recent flurry of IRS Change of Address notifications and why you may have received one.
Published on Tue, 8 September 2015
Startup CFO Tax Checklist: Key Dates for 2015 Taxes
As the Consulting CFO and CPA to over 70 venture backed startups, the most common question I get asked every January is, “What do we need to do about taxes? What about this Delaware Annual Filing? And SF Payroll Tax Expense?” So about this time every year I send out a customized road map to all of my clients that details everything they can expect for the coming year. I wanted to share this “cheat sheet” with you, but keep in mind that this is just a “cheat sheet.” Please reach out to me or your local CPA about tax filings that are specific to your business…because every startup is unique!
Published on Wed, 1 July 2015
