High-Touch Tax Planning Solutions for Founders and Operators
From crypto chaos to real estate empires to multi-entity startups—we help founders and investors plan smarter, file cleaner, and sleep better. startups outgrow their spreadsheet-driven finance stack before they even realize it. Forecasts get fuzzy. Cash gets tight. Fundraising gets messy. That’s where we come in.
Don't Just Take It From Us: Here's What Our Clients Say
“Iota Finance is a true gem. It’s best in class customer service and myriad of tech options creates an accounting service that is best in class. Igor is an incredibly knowledgeable CPA, who’s attention to detail and commitment to clients is what keeps me a very happy customer. ”
“My experience with Iota Finance has been exceptional. They handled both my business and personal taxes, in addition to providing high-quality bookkeeping and advisory support. When I fell behind on submitting my tax documents, they were proactive about filing an extension on my behalf so I wouldn’t miss any deadlines. That level of attention to detail and client care really stood out to me—they made sure everything was handled smoothly, regardless.”
Strategic Tax Support for High-Stakes Situations
We work with founders, operators, and investors who need more than basic compliance. Whether you're managing risk across multiple entities, planning a major transaction, or facing a tax controversy, we bring structure, clarity, and credibility to the table.
Cryptocurrency & Digital Asset Businesses
We support Web3 businesses, exchanges, and investors with multi-jurisdictional reporting, token-based income strategies, and IRS audit defense.
Tech & AI / Startups
From equity comp and R&D credits to exit planning and M&A structuring, we help founders manage tax exposure through every stage of growth.
Real Estate Investors & Developers
We bring tax strategy to complex real estate portfolios, covering entity structure, cost segregation, 1031s, and passive loss optimization.
And More
We’ve advised clients across a wide range of industries and structures. Built for complexity. We’ve seen (and fixed) just about everything.
See How We Saved These Real Estate Investors Over $730K in Taxes
When a growing real estate company came to us with a complex multi-entity structure and no clear tax strategy, we rebuilt their accounting foundation and restructured their approach—resulting in over $734,000 in tax savings.
Tax Services for Clients with Complex Needs
We provide strategic tax services exclusively to clients we support through ongoing accounting, CFO, or advisory relationships. Our work is proactive, high-touch, and built around solving for complexity, not just checking boxes at year-end.
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Tax Planning & Strategy
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Entity Structure & Transactions
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Controversy & Resolution
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Governance, Systems & Infrastructure
Tax Planning & Strategy
- Tax Planning & Projections: Multi-year planning for founders, operators, and investors, focused on deferral, efficiency, and timing.
- Owner Compensation & Distributions: Tax-efficient structures for founder pay, draws, and profit allocations.
- Equity Compensation Planning: Strategy for ISOs, NSOs, RSUs, and other equity events—before they become tax problems.
- State & Local Tax Strategy: Nexus assessments, apportionment, and multi-state planning for businesses with a national footprint.
- International Tax Support: U.S. reporting and compliance for cross-border activity, including digital assets.
Entity Structure & Transactions
- Entity Structuring: Guidance on setting up and maintaining tax-efficient entity stacks, including LLCs, partnerships, S corps, and C corps.
- M&A & Exit Planning: Support for deal structuring, gain deferral, QSBS analysis, and transaction timing.
- Real Estate & Passive Loss Planning: Cost segregation, 1031 exchanges, and active vs. passive participation strategies.
- Crypto Tax Structuring: Token events, DeFi income, and wallet-level accounting for founders and investors.
- Trust & Estate Coordination: Tax strategy in coordination with legal and estate planning teams.
Controversy & Resolution
- IRS & State Audit Support: Representation and response strategy for audits, notices, and exams.
- Back Tax Resolution: Guidance and filings for clients with years of unfiled returns or unresolved liabilities.
- Voluntary Disclosure & Amnesty Programs: Strategic filings to mitigate penalties and restore compliance.
- Position Support & Memo Drafting: Documentation and technical support for high-risk or uncertain positions.
- Taxpayer Advocate & Collections Coordination: Escalation support when dealing with enforcement action or account holds.
Governance, Systems & Infrastructure
- Financial Systems & Technology Integration: Selection and implementation of ERP, reporting tools, and integrations.
- Corporate Governance: Support for board reporting, financial controls, and audit readiness.
- Compliance & Regulatory Management: Oversight for financial compliance in multi-jurisdiction and regulated environments.
- Stakeholder Communication Strategies: Narrative development and reporting for internal and external stakeholders.
Designed for Complexity. Delivered with Clarity.
We work with clients who value long-term planning, not just year-end compliance. Our tax services are delivered in the context of broader accounting and advisory relationships, ensuring your tax strategy evolves with your business, not separately from it.
We Align Tax With Your Bigger Picture
We don’t treat tax in isolation. We connect it to your entity structure, cash flow, equity plan, and long-term goals so every decision supports your financial goals.
We Specialize in Complex Scenarios
Multi-entity structures, digital assets, cross-border exposure, or real estate portfolios: we have the experience to handle layered, high-stakes situations with care and clarity.
We Stay Involved Year-Round
You won’t just hear from us at filing time. We’re proactive throughout the year, helping you adapt to changing circumstances and avoid surprises.
A Strategic Tax Process Built Around You
We don’t do one-size-fits-all filings. We get inside your numbers, your structure, and your long-term goals—then design a strategy to match.
1. STRATEGIC DEEP DIVE
We start with a focused review of your entity structure, prior filings, and current plans. Whether you’re years behind or planning an exit—we’ll find the gaps, risks, and missed opportunities.
2: CUSTOM TAX STRATEGY
Based on your structure, income mix, and priorities, we build a tax plan that works across multiple years—not just April deadlines. You’ll know what to do, when, and why it matters.
3: EXECUTION + OVERSIGHT
We implement the plan, file with precision, and keep you compliant year-round. Whether you're facing audits, crypto activity, multi-state issues, or just a big return—we’ve got it covered.
4: ONGOING ADVISORY
We stay in touch year-round—not just when forms are due. As your business evolves, so does your tax strategy. We’ll adjust projections, evaluate deals, and guide big decisions with tax in mind.
Let’s Build a Smarter Tax Strategy
We don’t believe in one-size-fits-all filings. Our tax services are designed for clients who need thoughtful planning, technical depth, and long-term support.
Whether you’re navigating a complex situation, managing risk across multiple entities, or resolving a long-standing tax issue, we can help.
Explore Our Latest Tax Insights
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