TECHNOLOGY ORGANIZATIONS: TAX SERVICES OFFERED

Tax Services & Consulting for Tech Companies

Aura Advisors supports emerging growth and established technology firms located anywhere in the United States and foreign-based companies with US subsidiaries. We aim to serve as a tax consultant, supporting your organization year-round with all tax-related needs. Through our work together, we conduct due diligence all year long to optimize your potential liability and avoid surprises come tax time.

Many of our clients operate in the SaaS, e-commerce, cloud computing, and data analytics spaces, but we support technology firms in any vertical.

Tax Credits

As a technology company, you may be eligible for various tax credits, such as the Employee Retention credit (ERC) or Research and Development (R&D) credit. We ensure you get every credit you’re eligible for.

M&A Tax Due Diligence Services

If you’re going through a merger or acquisition or need due diligence services for banks or investors, Aura Advisors can help. We ensure you land a fair purchase price, uncover unknown liabilities, and clarify areas of exposure.

Entity Formation, Structuring, and Restructuring

Whether you’re forming a new technology company, evaluating alternative organizational structures, or restructuring after a merger and acquisition, we help review your tax liability and determine the optimal structure for your scenario.

ASC 740 & ASC 740-10 Services

Approach financial audits with confidence thanks to ASC 740 & ASC 740-10 services. Ensure your financial statements are ready for a bank or investor requirement, new acquisition request, or as mandated for public trading by having Aura Advisors prepare your tax provision.

Check out the Latest Insights from Aura Advisors

IRS Launches Digitally Authenticated Tax Compliance Report: What You Should Know

Taxpayers who need to prove their federal tax compliance now have a faster way to obtain and share that information. On August 20, 2026, the IRS announced a new digitally authenticated Tax Compliance Report available through the IRS Individual Online Account. The...

California FTB Overcollections: When an Old Refund May Still Be Recoverable

Discovering that California collected too much tax is frustrating enough. Discovering the error years later, after the normal refund deadline has expired, can make the situation appear unrecoverable. A new Franchise Tax Board ruling provides an important exception in...

Made Money on a Prediction Market? California Says It Is Still Taxable Even Without a 1099

Prediction markets have moved quickly from a niche trading activity into the mainstream. These markets are exchange-based platforms where individuals buy and sell contracts tied to the outcome of a future event—such as election results, inflation reports, Federal...

Do Not Wait Until Tax Season to Build Your 2026 R&D Tax Credit Documentation

For many technology and life sciences companies, the records needed to support the 2026 Research and Development (R&D) tax credit are being created right now. Engineering tickets are being closed, sprint epics are moving into production, scientists are advancing...

Business Interest Deductions Changed Again: What New Section 163(j) Rules Mean for 2026

Businesses carrying significant debt have more room to deduct interest under the current Section 163(j) rules, but the impact depends on how the business calculates adjusted taxable income, or ATI, and how its financing and entity structure interact with the...

Should your Company File a Separate or Consolidated Corporate Tax Return?

When a business adds a corporate subsidiary or acquires another company, management may have a choice to make: should each corporation file its own federal income tax return, or should the affiliated group file one consolidated return? A consolidated return can allow...

Has Your Startup Outgrown Its Transfer Pricing Policy?

A transfer pricing arrangement that worked when a company was a start-up may no longer fit once that team develops core technology, manages customer relationships, or makes decisions that affect the company’s commercial risk. Many emerging-growth companies establish...

California’s 2026 Budget Tax Changes: What Businesses Should Know Beyond the SaaS Tax

Governor Newsom has signed California’s 2026-27 budget, including Senate Bill (SB) 122, Taxation. For technology companies and California businesses, the headline is the new tax treatment for Software-as-a-Service (SaaS) and digital prewritten software. But the...

Closing a California Business Entity: Tax Steps to Avoid Lingering Obligations

Stopping operations is not the same as closing a business in California. A business may have no revenue, no employees, no customers, and no bank activity, yet still remain alive for California tax and filing purposes. In that gap, annual tax, late notices, penalties,...

Tax Filings After Death: What Families and Fiduciaries Need to Know

When someone dies, the family is often trying to make practical decisions while carrying a heavy emotional load. Tax filings are rarely the first thing anyone wants to think about, but they can affect refunds, distributions to beneficiaries, trust administration, and...

Growing technology firms enjoy peace of mind from partnering with Aura Advisors.

“Dana and the Aura team have been amazing partners; extremely knowledgeable, helpful, and understanding of our complexities. Partners like this are a multiplier for a small business like ours.”

– Alex Boswell, Partner, Polychrome Holding Company