Real Estate

Technology and SaaS CPA Services in Miami

Technology and SaaS CPA Services in Miami

Technology companies win on speed but often lose on tax. R&D tax credits let qualifying startups offset up to $500,000 of payroll taxes each year: cash even before profitability: yet most generalist CPAs miss the full claim. Add revenue recognition (ASC 606), stock comp, capitalized software (ASC 350-40), and multi-state tax exposure from remote employees, and tech accounting gets specialized fast. Levine CPA and Advisors helps Miami tech companies stay compliant and capture the credits and deductions the tax code actually offers.

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Our Experience
Our principals have supported Miami businesses through 40 years of tax code changes affecting technology, from the original R&D credit through the current TCJA / IRA landscape, Section 174 capitalization, and QSBS planning. That perspective helps founders make structure decisions with the exit in mind.
What Miami Technology Clients Need from a CPA
R&D Tax Credit
Federal and state R&D credit study and Form 6765 filing.
Payroll Tax Offset
Section 41(h) election for qualified small businesses.
Revenue Recognition (ASC 606)
Contract review and revenue schedule preparation.
Capitalized Software (ASC 350-40)
Internal-use software capitalization.
Cap Table & VC Fundraise Support
Cap table maintenance and financial diligence support for seed and Series A raises.
Multi-State Tax
Remote-employee nexus review and filings.
Fundraise-Ready Financials
Books ready for due diligence and outside investment.
Why Levine CPA and Advisors for Technology
R&D payroll offset done, not just discussed

Section 41(h) elections and Form 6765 studies executed end-to-end.

Cap table and 83(b) fluency for founders

Founder equity, cliff vesting, and early elections handled correctly.

Fundraise-ready financials in the monthly close

 Investor pack and diligence support built into the standing cadence.

Forty years of Miami tax and structure work

Since 1984, adapting to how startups actually operate.

Schedule a consultation with your Miami Technology CPA.

Call (305) 912-0085 or schedule a consultation with Levine CPA and Advisors.

Schedule a Consultation
1. Startup Discovery
Review revenue model, cap table, R&D activities, and current burn rate.
2. R&D Credit Study
Identify qualified research expenses and prepare Form 6765 and the Section 41(h) election.
3. Revenue Recognition Setup
ASC 606 schedules, deferred revenue, and capitalized software (ASC 350-40) configured.
4. Fundraise-Ready Reporting
Monthly financial pack designed for board and diligence review.
5. CFO-Level Advisory
Quarterly reviews on runway, hiring plan, and Series-round economics.
Common Technology Client Situations We Handle
SaaS founders scaling ARR and headcount
Bootstrapped software teams claiming R&D credits
Founders preparing for a seed or Series A raise
Tech companies with remote employees in multiple states
Who We Work With in Technology
Levine CPA and Advisors supports a wide range of technology clients across Miami and South Florida:
  • SaaS founders scaling ARR and headcount
  • Bootstrapped software teams claiming R&D credits
  • Fintech startups in Brickell and Miami's Wynwood tech corridor
  • Founders preparing for a seed or Series A raise
  • Tech companies with remote employees in multiple states
  • Digital agencies, design studios, and MarTech vendors
  • Web3, crypto, and blockchain startups (with compliance in mind)
  • Health-tech and medical software companies
Tax Strategies We Frequently Help Miami Technology Clients Implement
  • R&D tax credit payroll offset for qualifying startups
  • Section 41(h) election for small businesses under $5M
  • Founder 83(b) election timing on early equity
  • ISO vs NSO planning for employee stock options
  • QSBS (Section 1202) planning for future exit
  • Section 174 R&D expense capitalization
  • Software development cost capitalization (ASC 350-40)
  • State nexus planning for remote workforces
  • IC-DISC and FDII planning for international sales
  • Delaware C-corp vs Florida entity considerations
Common Tax Mistakes We Help Miami Technology Clients Avoid
  • Missing the R&D credit payroll offset deadline
  • Failing to file 83(b) elections within 30 days of grant
  • Poor cap table and equity records making diligence painful
  • Not tracking QSBS holding period for future Section 1202 exclusion
  • Section 174 R&D capitalization mishandled
  • Multi-state nexus triggered by remote hires and not addressed
  • Weak revenue recognition schedules under ASC 606
  • Overlooking Delaware franchise tax and Florida annual reports

What Our Clients Are Saying

Trusted by 500+ clients
5/5
google
Isaac Orzechowitz

I have been using this firm since 2005 as my accountants and advisors on complex businesses and tax matters. Jack has also successfully represented me at a complicated IRS matter. Professional, Extremely knowledgeable, straight forward, and personalized attention is what you can expect. I continue to recommend them highly.

google
Nathan Katz

Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

google
Nick Dubow

I have been a client since 2004. There are too many things to write in the little space allocated. The attention to detail and his knowledge of the tax law which changes often is comforting and one less thing to worry about. The best thing about my experience with Jack is his quick response to my email or call.

google
Jeff Marcus

Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.

google
Michael Pereira

I have to tell everyone. Dont go anywhere else. I have done the shopping for you!. Jack and the entire organization did such a amazing job and truly went above and beyond!. He is extremely insightful and such a professional. From the initial phone call to our meeting in person, the pricing and the entire process was phenomenal. We operate a private bank and need only the top of the line infrastructures. I was in a time crunch and very stressed and they quickly were able to do such an amazing job.

google
Yisroel Biberfeld

I am very happy with the work that Steven and his team produces. The service was quick, but completely thorough, and they were always available to answer any questions I had, and give guidance I needed in a very timely manner. I would definitely recommend them to anyone looking for tax services!
Jack Levine and his incredible staff provided highly professional service in preparation of my 2024 tax return. They were extremely efficient and very pleasant through the process.
Jack Levine has handled our taxes for 10+ years. We are very happy with the work he does. Our taxes are a bit complicated, but he handles everything easily, promptly, smoothly.

FAQS

Frequently Asked Questions Answered

Can my early-stage startup claim the R&D tax credit?
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Do you work with SaaS revenue recognition?
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Can you prepare fundraise-ready financials?
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How do I get started?
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Can my early-stage startup claim the R&D tax credit?
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Do you handle SaaS revenue recognition (ASC 606)?
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Can you support a Series A fundraise?
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Do you help with 83(b) elections and cap table maintenance?
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Where We Serve
We support Real Estate clients across Miami and South Florida:
Related Services
The services most commonly used by our Miami Real Estate clients:
Also Serving
Related industries we work with:

Meet Your CPA

A family-run firm led by Jack Levine, CPA and Steven Levine, CPA, serving Miami since 1984:

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Schedule a Consultation with Your Miami Technology CPA

Levine CPA and Advisors has supported South Florida individuals, businesses, and organizations for more than 40 years. Call (305) 912-0085 or submit our contact form to schedule a consultation with a Miami technology CPA today.

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