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Venture’s $420,000 tax turnaround
A scaling software firm holding three years of untied records, an unclaimed research incentive, and investor scrutiny ahead of a funding round.
The starting point
Venture had scaled from 8 to 45 heads within two years. Developer wages met the federal research incentive, yet earlier filings claimed none of it. Cross-company card spending waited unclassified, payroll ran in a disconnected platform nobody tied out, and investors demanded examined statements inside ninety days.
What we did
We reconstructed the ledger month after month, linked payroll into it, and completed an eligible-research review beside the CTO. Then we corrected two open filing years and embedded quarterly strategy so the incentive lands annually from here on.
Outcomes
- $420,000 reclaimed through incentives and trimmed dues across corrected filings
- Examined statements reached backers a fortnight ahead of time
- Month-end shortened from 30 days to 6 on a fixed-fee basis