Technology & Innovation
Strategies the day the IRS publishes the guidance. Not in a year-end recap.
Prosperity Tax Advisors helps tech founders whose income mixes W-2 pay, equity, and passive income keep their tax structure current as rules change. We coordinate Section 174 R&D treatment, QSBS tracking, and 83(b) election timing as one system instead of separate year-end items, and update the structure as new guidance comes out.
Section 174, QSBS, 83(b), and OBBBA engineered as one system.
You do not need basic advice. You need structure that is current the week it changes.
Audit Protection / Defensible By Design / Limited Engagements
Built For
Founders with W-2 plus equity plus a little passive, who expect their advisors to keep up.
Every position documented to be defensible under review.
Engineered, not just filed. Architecture, not after-the-fact compliance.
Last updated:
Pain Mirror
If any of this sounds familiar.
Verbatim statements we hear from tech founders every week. Read them as a self-recognition scan.
- 01
"My income is W-2 plus equity plus a little passive, and no single advisor sees all of it."
- 02
"I find out about elections like 83(b) from other founders, not from my accountant."
- 03
"By the time my CPA reacts to a rule change, the window to act on it has already closed."
- 04
"I will not sit through a generic discovery call. Show me you already speak my language."
The Reframe
We do not replace your CPA.
We add the engineer.
Your CPA reconciles the year that ended. We engineer the structure before it starts. R&D treatment under Section 174, QSBS qualification and tracking, and 83(b) timing, coordinated against the current OBBBA landscape.
Access (what is in the code and what applies to your structure). Activation (align entities and timing). Authentication (documented to be defensible under review). One architecture, not four disconnected line items.
Mechanics
What is actually on the table.
The mechanics that actually move the needle for founders carrying equity, R&D spend, and W-2 income at the same time.
- 01
Section 174 R&D capitalization treatment.
- 02
QSBS exclusion engineering and tracking.
- 03
83(b) election timing on early equity.
- 04
Equity-plus-W-2 coordination across the cap table and the personal return.
- 05
OBBBA-aware structuring updated as guidance lands.
We treat 174, QSBS, and 83(b) as one architecture, not four disconnected line items. Results vary. Educational only. Not advice.
Results vary / Educational only / Not advice
The Offer
The $4,500
Tax Analysis.
A financial review of your structure, designed to identify meaningful annual tax savings. If we do not identify meaningful savings, you receive a full refund of the analysis fee. If we do, your $4,500 credits toward implementation. Refund and "meaningful savings" terms are defined in the written engagement letter.
Aligned incentives. Results vary by facts and circumstances.
Results vary / Educational only / Not advice
Frequently asked questions
How does a tax strategist help tech founders?
A tax strategist coordinates the pieces of a founder's income, like W-2 pay, equity, and R&D spend, so they work together instead of being handled separately. This can include tracking QSBS eligibility, timing elections like 83(b), and evaluating Section 174 treatment. What matters most for you depends on your cap table, equity type, and spending on research and development.
What does proactive tax planning look like for a founder?
Proactive planning means reviewing elections and structure before deadlines pass, since some choices like 83(b) only have a short window. It also means updating your structure as new tax guidance is published rather than reacting after the year ends. The specific steps depend on your equity, entity structure, and timing.
What is QSBS and why does tracking it matter?
QSBS refers to a category of stock that can carry certain tax benefits if specific holding period and eligibility rules are met. Tracking eligibility over time helps confirm whether those rules are being satisfied. Whether your shares qualify and what that means for you depends on your specific stock and company details.
Next Step
Ready to see what your structure is actually doing?
We intentionally limit the number of engagements we take on.
The gated guide is the primary action because self-directed founders will not book cold. The download is the Lead event; the strategy call is the downstream Schedule event for traffic that self-qualifies.