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Technology Companies

In an industry where change is the norm, success frequently depends on the ability to adapt quickly. In this environment, where responsiveness is the key to success, it is critical that you partner with an accounting and advisory firm that understands the complexities of your business and can respond quickly to your needs. As innovators in our practice, we know the path to success.

Whether your organization is just starting, scaling for growth, or you’re looking for an exit strategy, the professionals at WilkinGuttenplan can help.

Who We Serve

  • Innovators and their teams. Whether founder or CFO, our team of professionals are prepared to work together with you and your team of professionals.
  • Venture-backed or closely held companies that develop or provide a digital service or product.
  • Entrepreneurs and their families navigating the personal tax implications of wealth.

Our Expertise Throughout the Life Cycle

Inception: How does your story end?
At inception, careful consideration of the ultimate goal is key to maximizing potential tax benefits.

Operations: What keeps you up at night?
We offer various services to help manage day-to-day challenges from a business perspective and provide specific accounting, tax, and advisory services.

  • Entity Type– A fundamental decision needs to be made when starting out as to the type of tax entity that will be used. We can help decide whether a C corporation, S corporation, or Limited Liability Company is best for the new business venture.
  • Raising Capital– We understand that for companies in the technology industry, raising capital is always a focus. Using our extensive network of attorneys, financial planners, investment bankers, and lenders, we can assist in obtaining financing and structuring domestic and foreign-based investments.
  • Stock-based Compensation– To help you attract and retain top talent, our professionals can work with you to design incentive compensation programs, including stock option plans that fit your organization’s goals.
  • Tax Benefits– We understand that losses are often incurred during the pre-revenue stage. We seek to maximize the tax benefit of those losses either currently or in the future by ensuring the best possible legal structure.

Exit: Our professionals understand that the business sale or “exit” is always a focus. Our Transaction Advisory team will work with you to understand your needs and goals and provide the guidance you need to close the sale successfully. (& we’re ready to jump back in when you are ready to start again…)

  • Transaction Advisory Services – Due Diligence support
  • Negotiating sale terms
  • Tax planning and projections related to the sale
  • Succession planning
  • Estate Planning

Let’s Collaborate

Choice of Entity, Formation, and Raising Capital

  • Considerations with respect to entity type for operations
  • The tax structure of entities
  • Raising capital, bank financing, venture capital, Angel investments, private equity investment
  • Stock-based compensation


  • Client Outsourced Accounting Services
  • Selection of accounting systems
  • Accounting systems implementation
  • Structuring joint ventures with strategic and financial partners

Ongoing Accounting and Tax

  • Hands-on, day-to-day business support and advice
  • Audit and assurance
  • Year-round Federal, state, and local tax planning to minimize taxes and maximize earnings
  • Federal and state tax compliance
  • Representation at tax examinations
  • Research & Development Credits
  • IT/Computer consulting
  • Budgets and projections
  • Executive/employee compensation, benefits, and retirement plans
  • Human resource consulting

International Expansion

  • Structuring foreign operations
  • Transfer pricing
  • IFRS consulting

Exit & Beyond

  • Merger & acquisition due diligence support
  • Transaction services
  • Tax planning and projections related to the sale
  • Succession planning
  • Qualified Small Business Stock (QSBS/1202) planning (including §1045 rollover)
  • Business valuations
  • Estate Planning
  • Preparation for IPO

Advisory Services

  • Assistance with the acquisition of subsidiary businesses, domestically and abroad
  • Multi-state tax consulting- corporate and sales tax nexus issues
  • New Jersey Technology Tax Transfer Program (Sale of NJ NOLs)
  • Impact of sales tax rules on SAAS products

WilkinGuttenplan’s Technology group is here to help guide and assist you through all the intricate stages of your business.

Bryan Saftlas

Co-Practice Leader

Lauren Landolfi

Co-Practice Leader
PDF of Technology and Life Sciences Companies Brochure

Client Testimonials

Our Technology Team.


Bryan Saftlas

Co-Practice Leader

Lauren Landolfi

Co-Practice Leader