Technology and Emerging Growth Services
Technology companies are building the future. But turning innovation into a scalable business requires more than great ideas. It means managing investor expectations, regulatory requirements, and tax complexity. The companies that scale successfully are the ones that get the right financial infrastructure in place early. Withum’s Technology and Emerging Growth Services team partners with startups, growth-stage companies, and established tech businesses to deliver the audit, tax, and advisory support that keeps you moving forward.
Our Technology Industry Expertise
Technology Industry Challenges and Trends
Sales tax compliance is one of the fastest-changing obligations facing technology companies today. Whether you’re an e-commerce brand selling across state lines, or a SaaS company navigating whether your software is taxable in a given jurisdiction, the rules are different everywhere and they keep changing. Economic nexus thresholds, product taxability determinations, and evolving state and local tax (SALT) laws create real exposure for companies that aren’t staying current. Withum’s SALT specialists work proactively with technology companies at every stage to identify tax savings opportunities, minimize audit risk, and keep you compliant across all jurisdictions as you scale.
Learn MoreInvestors, enterprise customers, and acquirers all expect clean financials, and the bar keeps rising as you grow. As an accounting firm specializing in technology companies, Withum brings sector-specific expertise to every audit engagement. We understand the nuances of software revenue recognition under ASC 606, stock-based compensation accounting, and the reporting standards that come with scaling a venture-backed or pre-IPO business. Whether you’re completing your first external audit or building the financial infrastructure for a public offering, our team helps you get there with confidence.
Learn MoreMost technology companies are already doing qualifying R&D work and leaving significant money on the table by not capturing the credit. Whether your team is building software, training machine learning models, developing new hardware, or testing novel processes, a portion of those costs may qualify as R&D. The R&D tax credit can substantially reduce your federal and state tax liability, and for early-stage startups, it can even be applied against payroll taxes before the company is profitable. Withum’s R&D tax credit specialists help technology companies identify qualifying activities, build the documentation that survives an audit, and maximize credit capture year over year.
Learn MoreEnterprise customers, fintech partners, and sponsor banks routinely require a SOC 2 report before they will sign a contract. For SaaS companies and fintech platforms, SOC 2 compliance has become a baseline expectation, not a differentiator. Many technology companies come to Withum after failing a first-time audit because their internal controls were not documented or tested before the engagement began. Withum’s SOC Services Team helps tech companies get audit-ready, understand exactly what assessors are evaluating, and produce a Type I or Type II report that holds up under scrutiny and satisfies enterprise procurement requirements.
Learn MoreWhether you’re raising a growth equity round, preparing your company for acquisition, or evaluating a strategic purchase, the financial and tax side of a deal requires advisors who understand how technology companies are structured and valued. Withum’s transaction advisory services for technology companies include buy-side and sell-side due diligence, quality of earnings analysis, tax structuring, and M&A integration support. We work with tech founders and leadership teams at every stage, from first institutional raise through a full exit, and we know what acquirers and investors look for when they open the books.
Learn MoreTechnology Insights
Federal Bill Takes Aim at MSO/Friendly-PC Structures: The Tax Implications
A proposed federal bill targets the management services organization (MSO)/friendly professional corporation (PC) structure that underpins much of physician practice investment. H.R. 10444, the Stop Corporate Takeovers of Physicians Act of 2026, was introduced on September 16, 2026, by Rep. Val Hoyle (D-OR) and 10 cosponsors. It was referred to the House Energy and Commerce…
Digital Asset Audit Readiness Playbook
The Audit Readiness Playbook Every Crypto Company Needs Many digital asset companies become operationally sophisticated long before their accounting and finance functions reach the same level of maturity.Multiple wallets. Multiple entities. Staking activities. DeFi transactions. Token economics. Institutional investors. Then comes the audit. The challenge isn’t completing the audit itself. It’s having the infrastructure, documentation…
Cryptonomix Podcast – All Things Happening in the Crypto Community
Cryptonomix is your one-stop shop for all things happening in the crypto community.
California Enacts SB 122 – Sales Tax Expansion to Digital Products Updates
California Senate Bill 122 amends the California Revenue and Taxation Code (RTC) to expand the state’s sales and use tax base to include prewritten computer software transferred on tangible storage media, transferred electronically or accessed remotely, operative January 1, 2027. While the statute left a significant amount of operative detail to be developed, additional guidance…
New Crypto Disclosure Bill May Provide Relief for Taxpayers
A proposed federal bill could create a new pathway for taxpayers to address past digital asset reporting issues. Cryptocurrency taxation has been a source of confusion for investors since digital assets became mainstream. Many taxpayers have struggled with reporting requirements, particularly when dealing with activities such as trading, staking, airdrops and transfers across multiple platforms….
Advisory Services
- Cloud Assessment Solutions
- IT Managed Services
- Cybersecurity
- Enterprise AI Solutions
- Internal Control Assessment
Tax Services
Audit Services
- Audited financial statements
- Preparation of Stock-based Compensation Calculations
- Assistance with Technical Memos/Accounting Issues Required for Audits
- Assistance with Revenue Recognition Standards
- ASC 606 Implementation and Related Documentation
- Accounting for Warrants and Complex Equity Instruments
- 401(k) Audits
- Buyside/Sellside Due Diligence
Women in Tech
Withum’s Women in Tech is a community dedicated to advancing women in the technology industry through meaningful dialogue and connection. Each year, the group convenes women leaders to explore key topics such as fundraising, advisor readiness, and preparing for successful exits.
WOMEN IN TECHConnect with Our Technology Leaders
Contact Us
For more information or to discuss your business needs, please fill out the form and a member of our team will connect with you timely.
















