For Startups
Tax compliance without the full-time CFO.
You know how to build a product and raise capital. But tax compliance is a different discipline, one with strict deadlines, irreversible elections, and consequences that compound over time.
Most startups don't have a full-time finance team to track 83(b) windows, R&D credit documentation, or multi-state exposure. Margen provides the structure and guidance to keep you compliant, audit-ready, and positioned for your next milestone.
From preparation to e-filing and IRS acknowledgment, handled end to end.
Tax Year 2025
Compliance is the foundation
Before optimization comes compliance. We help you get the basics right so you can focus on building, without tax surprises derailing your next raise or exit.
First-year filing done right
Your first business tax return sets the precedent. We handle entity elections, state registrations, and foundational compliance so nothing slips through the cracks.
R&D credits captured and documented
Most startups qualify for R&D credits but lack the documentation to claim them. We identify qualifying activities and build the paper trail the IRS expects.
Equity grants properly recorded
83(b) elections have a 30-day window with no extensions. ISOs, NSOs, and RSUs each have different rules. We track deadlines and ensure nothing is missed.
Due diligence ready from day one
Investors and acquirers will scrutinize your tax history. Clean, defensible filings now mean fewer surprises when the stakes are highest.
Multi-state exposure managed
Remote employees, out-of-state customers, and distributed teams create filing obligations. We identify nexus triggers and keep you compliant across jurisdictions.
Founder-level planning included
QSBS qualification, capital gains timing, and personal tax strategy aligned with company milestones. Your interests and the company's are treated as one system.
Get the tax compliance infrastructure your startup needs
Talk to us about your situation. We'll help you understand what's required, what's at risk, and how Margen can help you stay compliant as you grow.
Talk to us