Startup Tax Filing & Compliance Services

Fully managed income tax compliance & filing services for growing companies

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Trusted by Hundreds of Growing Startups Including:

Why do the best companies use Graphite’s startup tax services?

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Tax tends to be such a headache for founders and operators. They find themselves chasing down their tax firm that never answers their emails, or a “family-friend” CPA who has no experience with their industry. This is why most founders lean on Graphite’s fully-managed startup tax services.

From R&D credits to federal & state filings to 1099s and more, our tax team will work with you to analyze your tax standpoint and create a tax compliance calendar for your company. Be among the best growing startups that utilize Graphite’s tax services.

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Why Startups Prefer Us

We are your long-term tax partner. Our startup tax services are designed to help founders and operators fully offload tax from their plates. No more worrying about federal and state returns, filing your Delaware franchise tax, 1099 filings and more…Graphite will handle everything.

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“The Graphite team really feels like a part of our own team. They provide strategic insights, unmatched responsiveness, and the level of service we’d expect from an in-house finance team, all while remaining cost-effective”
https://graphitefinancial.com/wp-content/uploads/2025/01/Kelsey.jpeg Kelsey Powell, Senior Director of Operations

A Trusted Startup Tax Partner

Scalability

We support from seed to exit. No more hopping from firm to firm.

A Full Stack

Each startup gets a team (not just a single accountant) that matches their needs.

Track Record

Our experience speaks for itself. 7+ years. 500+ startups.

Reporting

Startups receive robust and accurate financials each month.

Top Talent

Talent that has worked with hundreds of startups, at your fingertips.

Cost

A flexible, fractional & affordable engagement structure.

Other Firms

  • Hourly pricing, large random bills
  • Six months to get up to speed
  • One accountant on many accounts
  • Firm only handles bookkeeping
  • Use whatever tools you use today
  • Fixed monthly pricing, presented up-front
  • Dedicated onboarding team for speed
  • Dedicated team of tax accountants
  • A one-stop-shop for accounting, CFO & tax
  • Modern tech stacks and software
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Startup Program: Special pricing for early-stage startups
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FAQs

Answers to your questions

When is the best time to start working with an accounting/finance firm like Graphite?

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In reality, the second you start developing your product and spending money is when you need to start keeping clean books. There are always inflection points (for example a company raising money and investors needing them to provide clean financials, or a bank requiring GAAP compliant financials in order to provide a loan) where you don’t want to be scrambling to get those things together.

 

Yes, you need to have some sort of cash flow (investment dollars, working capital or revenue) to pay for a service like ours, but the earlier you do so, the more money you will save in the long run and the cleaner your books will be in order to fundraise and progress your business.

How much does it cost?

Our pricing structure is really simple and extremely fair…it has to be, as we focus on startups and growing companies. Because we are more of a long-term finance partner (which is what you want) compared to a short term “outsourced” bookkeeping firm, all of our engagements are custom.

 

Our engagements start at $1,250/mo and grow from there based on a startups goals and needs.

 

For a quick quote, click here.

Can you help us transition to Graphite?

Most of our clients come to us from a sub par experience with another firm, so we are used to facilitating and managing transitions. Along with your direct Graphite team, every client is also staffed with an onboarding manager who will be the one to manage the transition so you don’t have to.

Who will be my point of contact?

Every client we work with is assigned a dedicated team, usually consisting of two to four team members. Of those team members, we will define a main point of contact. We love Slack, so if you use it, we can create a Slack instance and communicate there. We also will create an email alias so you can simply email one email address that will go to your entire Graphite team.

What is communication cadence like?

We are speaking with most of our clients on a regular basis. Some daily. Others have weekly or bi-weekly standing meetings. Think of it like this: However you would communicate with an internal finance team, that’s how we will communicate.

Do you help companies set up their software and tech stack?

Yes! We are a “tech-focused” firm and recommend/setup all different types of tools and softwares to our clients. We have standard tools that we prefer and will recommend, but we can also mold to softwares you are using and prefer as well.

Do you provide tax filings as a stand alone service?

We do, yes! And we can quickly get you pricing. For a quick quote, click here.

What does your financial modeling and FP&A service include?

Our financial planning & analysis (FP&A) support, aka Tier 2 in our service tiers, is a fully managed and always on FP&A service. On top of bookkeeping, we also handle building you a financial model and a financial health dashboard (demo here), and updating/maintaining that dashboard over time so we can provide you with full financial insights around your business.

 

We can also offer you a Fractional CFO to help with things like fundraising, M&A, and driving strategic initiatives.

 

Contact us here to speak with one of our CFOs.

What stage company is the best fit for Graphite?

Graphite works (and scales) with startups anywhere from a few founders working on their idea all the way to a growing startup with 100s of employees. We have yet to meet our match in terms of a company too large!

 

Our sweet spot is well capitalized startups who have found product market fit.

How does your pricing compare to a full-time person?

For most startups, you don’t need 40 hrs/wk of work from an internal finance hire or team, especially when you first hire them. Fractional work, like Graphite, provides a much more efficient approach, as you are only paying for the exact effort you need at that moment in time. You also don’t pay us for benefits, downtime or vacations, so our cost tends to be much more efficient than hiring an internal team member.

Where is your team based?

Our hubs are in New York and Florida, but our team is fully remote across the US working in all time zones.

Do you handle sales tax?

Yes, we do handle sales tax! And we can quickly get you pricing. For a quick quote, click here.

How long do clients work with Graphite on average?

Most companies work with Graphite for long periods of time, as our service is extremely scalable and cost-efficient. There are “bandaid” accounting services that are more so quick fixes for short periods of time, and then there is Graphite…one of the few long term partners. Most of our clients work with us for years and years, and we take many through their exits, M&As, etc.

What are your security protocols?

We have an internal security team and take data security very seriously.

Case Studies

  • SaaS Startup
    View the Case Study

    “I feel like I’ve got a resident expert from the SaaS world advising us. Graphite’s team always had a great expert response because this was probably the hundredth time they were dealing with any particular scenario.”

    Andres Fabris, CEO
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  • CPG
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    “Having a partner like Graphite, where you don’t have to think about the back-end accounting and can trust that it’s being done well and correctly, is really important for any early-stage startup.”

    Jordan Nathan, CEO, Caraway
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  • HealthTech
    View the Case Study

    “The Graphite team really feels like a part of our own team. They provide strategic insights, unmatched responsiveness, and the level of service we’d expect from an in-house finance team, all while remaining cost-effective”

    Kelsey Powell, Senior Director of Operations
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  • CPG
    View the Case Study

    "We really needed someone with the corporate structure experience that Graphite has. The team and everyone I've interacted with at Graphite has been great, particularly on the onboarding, accounting and tax side of things. We've been super satisfied with their support."

    Shani Bocian Steinberg, Founder & CEO, Allermi
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  • SaaS Startup
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    “I feel extremely fortunate to have a partner like Graphite Financial who I can fully entrust to lead the company in this new phase as we scale. It gives me the opportunity to go back to what I love.”

    Haytham Elhawary, CEO & Co-Founder
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