tax returns & advisory for startups · significant funding. apr 2: irs aca compliance 1094-b,...

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JAN 31: Send 1099’s to Contractors. Send W2’s to Employees. 1099-MISC for nonemployee compensation must also be e-filed to IRS on this date. JAN 31: Send 1095-B and 1095-C forms to Employees. JAN 31: Prior year Travis County Property Taxes due. JAN 31: Claim R&D Tax Credits on Form 941, and file annual FUTA return on Form 940. FEB 28: IRS ACA Compliance 1094-B, 1095-B, 1094-C and 1095-C filings are due (if paper-filing, due APR 2 if eFiling). MAR 1: Delaware Annual Franchise Report filing due: Pay a min. of $400, +more if you have significant funding. APR 2: IRS ACA Compliance 1094-B, 1095-B, 1094-C and 1095-C filings are due (eFile). APR 2: 1099’s and W2’s must be e-filed with the IRS by this due date. APR 17: C Corp Form 1120 Tax Return due. Can extend to October 15. www.KruzeConsulng.com 2018 TAX COMPLIANCE FOR AUSTIN STARTUPS <CLICK> ON THE BLUE LINKS FOR MORE INFORMATION ON THESE FILINGS! ACCOUNTING, FINANCE, TAX & HR FOR STARTUPS APR 17: File the R&D Tax Credit Form 6765 with your tax return. Can extend to OCT 15. APR 30: Claim R&D Tax Credits on Form 941. MAY 15: TX Franchise Tax Forms 05-158, Public Information Report Form 05-102, Ownership Information Report Form 05-167, and Research & Development Activities Credits Schedule Form 05-178 due. May be extended to NOV 15. JUN 1: Delaware Quarterly Estimated Franchise Tax, Pay 40% of estimated annual amount (if annual amount expected to exceed $5,000). JUL 31: Claim R&D Tax Credits on Form 941. SEP 1: Delaware Quarterly Estimated Franchise Tax, Pay 20% of estimated annual amount (if annual amount expected to exceed $5,000). OCT 15: C Corp Form 1120 Tax Return final due date if extension was filed. OCT 31: Claim your R&D Tax Credits on Form 941. DEC 1: Delaware Quarterly Estimated Franchise Tax, Pay 20% of estimated annual amount (if annual amount expected to exceed $5,000). How Much Does a Startup Tax Return Cost? Try Kruze Consulng's Tax Preparaon Pricing Tool. Every startup is different and so are its tax compliance needs. This is only a guideline. Please consult your tax professional. www.KruzeTax.com TAX RETURNS & ADVISORY FOR STARTUPS

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Page 1: TAX RETURNS & ADVISORY FOR STARTUPS · significant funding. APR 2: IRS ACA Compliance 1094-B, 1095-B, 1094-C and 1095-C filings are due (eFile). APR 2: 1099’s and W2’s must be

JAN 31: Send 1099’s to Contractors. Send W2’s to Employees. 1099-MISC for nonemployee compensation must also be e-filed to IRS on this date.  

JAN 31: Send 1095-B and 1095-C forms to Employees.

JAN 31: Prior year Travis County Property Taxes due.

JAN 31: Claim R&D Tax Credits on Form 941, and file annual FUTA return on Form 940.

FEB 28: IRS ACA Compliance 1094-B, 1095-B, 1094-C and 1095-C filings are due (if paper-filing, due APR 2 if eFiling).

MAR 1: Delaware Annual Franchise Report filing due: Pay a min. of $400, +more if you have significant funding.

APR 2: IRS ACA Compliance 1094-B, 1095-B, 1094-C and 1095-C filings are due (eFile).

APR 2: 1099’s and W2’s must be e-filed with the IRS by this due date.

APR 17: C Corp Form 1120 Tax Return due. Can extend to October 15.

www.KruzeConsulting.com

2018 TAX COMPLIANCE FOR AUSTIN STARTUPS<CLICK> ON THE BLUE LINKS FOR MORE INFORMATION ON THESE FILINGS!

ACCOUNTING, FINANCE,TAX & HR FOR STARTUPS

APR 17: File the R&D Tax Credit Form 6765 with your tax return. Can extend to OCT 15.

APR 30: Claim R&D Tax Credits on Form 941.

MAY 15: TX Franchise Tax Forms 05-158, Public Information Report Form 05-102, Ownership Information Report Form 05-167, and Research & Development Activities Credits Schedule Form 05-178 due. May be extended to NOV 15.

JUN 1: Delaware Quarterly Estimated Franchise Tax, Pay 40% of estimated annual amount (if annual amount expected to exceed $5,000).

JUL 31: Claim R&D Tax Credits on Form 941.

SEP 1: Delaware Quarterly Estimated Franchise Tax, Pay 20% of estimated annual amount (if annual amount expected to exceed $5,000).

OCT 15: C Corp Form 1120 Tax Return final due date if extension was filed.

OCT 31: Claim your R&D Tax Credits on Form 941.

DEC 1: Delaware Quarterly Estimated Franchise Tax, Pay 20% of estimated annual amount (if annual amount expected to exceed $5,000).

How Much Does a Startup Tax Return Cost? Try Kruze Consulting's Tax Preparation Pricing Tool.Every startup is different and so are its tax compliance needs. This is only a guideline. Please consult your tax professional.

www.KruzeTax.com

TAX RETURNS & ADVISORY FOR STARTUPS

Page 2: TAX RETURNS & ADVISORY FOR STARTUPS · significant funding. APR 2: IRS ACA Compliance 1094-B, 1095-B, 1094-C and 1095-C filings are due (eFile). APR 2: 1099’s and W2’s must be

www.KruzeTax.com

We've built our practice by using best of breed accounting software. Leveraging technology allows us to be more efficient with our time, which saves our clients lots of money. And it frees us up to focus on higher value add activities.

CFO services, bookkeeping, annual taxes, expense reports, payroll, benefits: we've got you covered. Custom tailored dashboards are provided weekly or monthly, depending on your preference.

We build financial models that have been used to pitch (and secure millions in funding) from premier VC firms and top angel investors. We also provide 409A valuations, KPI dashboards, cap table management, venture debt consulting, budgeting, and much more.

Founder & CEO, Vanessa Kruze, is a CPA, Deloitte Tax alumni, and former Controller of a 120+ FTE startup. Kruze CFO, Scott Orn, is a Kellogg MBA, former VC Partner, and investment banker. Our Staff Accountants and Controllers come from the Big 4 and venture backed startups.

We focus on angel and venture backed Delaware C-Corps. It’s our niche. We service startups in San Francisco, New York City, Los Angeles, and Chicago.

WESOFTWARE

WESTARTUPS

ALL-IN-ONESOLUTION

MORE THANACCOUNTING

ACCOUNTING& FINANCEPROFESSIONALS

We’re not just about churning out financials, we want to meet in person and talk about where you are now and where you'd like to be. We've found that one of the biggest factors in making a startup successful is their network. We're in this together.

TRUSTEDPARTNERS& ADVISORS

WHO WE ARE

PRICING

Pricing is based on the volume and complexity of your unique business. All prices are subject to change.

Seed Series A Series BTech $1,250 $2,000 $4,000SaaS $1,560 $2,500 $5,000Hardware $2,500 $7,000 $14,000Fintech $2,500 $7,000 $14,000

ACCOUNTING, FINANCE,TAX & HR FOR STARTUPS

TAX RETURNS & ADVISORY FOR STARTUPS