For Businesses
Tax preparation support built for growing businesses.
Whether you run finance or work with an external preparer, Margen gives your team a structured system to organize documents, validate positions, and surface high-impact opportunities before filing.
Use it alongside your existing tax software and advisors to reduce back-and-forth, improve defensibility, and keep decisions consistent year over year.
Margen does not replace your tax software or advisor. It makes both dramatically more effective by organizing inputs, enforcing rules, and documenting positions. When you are ready, Margen can also handle e-filing and IRS submission directly.
U.S. Corporation Income Tax Return
Total Income
Deductions
What the platform supports
Tax prep support that plugs into your workflow and augments your controller, bookkeeper, CFO, or external CPA.
Entity-appropriate prep support
Support LLC, S-Corp, C-Corp, and partnership filings with entity-specific rules, elections, and review-ready workflows.
Audit-defensible documentation
Generate a clear rationale and supporting package for material positions so your preparer can sign with confidence.
Book-to-tax coordination
Map book activity to tax treatment with consistency checks that reduce late reclasses and avoid mismatches.
Planning-grade visibility during prep
Surface issues and opportunities that affect fundraising, credits, and future transactions while you are still early enough to act.
Stakeholder-aware prep workflow
Track partner and shareholder implications and keep supporting schedules consistent across stakeholders.
Multi-entity consolidation support
Coordinate holding companies, subs, and intercompany activity with an organized trail your preparer can rely on.
Businesses we support
Every business has unique tax considerations. Here's how we help different types of organizations.
Funded Startups
Seed to Series B with investor reporting requirements
You've raised capital, hired a team, and your books are getting more complex. Your investors expect clean financials, and you need a tax preparer who understands equity compensation, R&D credits, and multi-state exposure. Use Margen to keep equity events, credits, and multi-state exposure organized so your CPA is not reconstructing the year in March.
What the platform supports
- R&D credit identification and documentation
- Equity compensation (ISOs, NSOs, RSUs) tracking
- 83(b) election coordination
- Investor-ready tax documentation
A return that supports your next fundraise and gives your board confidence in your financial controls.
Qualified Research Expenses
Small & Medium Businesses
$1M–$25M revenue with growing operational complexity
You've outgrown the generalist CPA who handled your first few years. You need a preparer who can handle multi-state filings, optimize your entity structure, and coordinate with your bookkeeper or controller. Margen gives you a system for entity decisions, comp documentation, and nexus tracking so your preparer can move faster and take fewer assumptions.
What the platform supports
- S-Corp vs. C-Corp optimization analysis
- Reasonable compensation documentation
- State nexus and apportionment
- Owner compensation and distribution planning
Tax preparation that reduces your effective rate while keeping you audit-ready and compliant across jurisdictions.
Businesses with National Footprint
Remote teams, multi-state sales, or distributed operations
Your team is distributed, you sell into multiple states, or you have physical presence in several jurisdictions. You need a preparer who understands nexus rules, apportionment methods, and state-specific requirements. Margen helps you inventory exposure and align filings across states without living in spreadsheets.
What the platform supports
- Nexus analysis and state filing requirements
- Apportionment optimization across states
- Remote worker state tax implications
- Sales tax nexus coordination
Clarity on your state exposure with a filing strategy that minimizes risk and administrative burden.
Law Firms, Medical Practices & Consultancies
Partner-owned businesses with complex compensation structures
Your partnership or professional corporation has unique compensation arrangements, guaranteed payments, and partner allocations that require specialized attention. You need a preparer who understands professional services taxation. Margen keeps allocations, K-1 support, and partner reporting tight so delivery is on time and defensible.
What the platform supports
- Payment optimization
- Partner capital account maintenance
- Qualified Business Income (199A) analysis
- Retirement plan contribution coordination
Partner K-1s that are accurate, defensible, and delivered on time with clear supporting schedules.
Partner's Share of Income
How Margen supports your filing workflow
A structured process that fits alongside your tax software and advisor review.
Setup and prior-year context
Connect entity context, prior returns, and current-year activity so the system can enforce consistency.
Document Collection
Secure upload of financials, K-1s, and supporting documents with automated tracking and reminders. Built for finance teams and CPAs to share a single source of truth.
Validation and review package
Flag issues, surface elections, and produce a review-ready package with documentation links.
Export, handoff, or e-file
Deliver a clean package for reviewer sign-off, or let Margen handle e-filing and IRS submission directly. Your choice.
Ready for business tax preparation that supports your growth?
Talk through your workflow and see how Margen fits with your team and preparer. Most teams start with one entity and expand across the structure once the workflow is proven.