Startup Tax Filing & Compliance Services

Fully managed income tax compliance & filing services for growing companies

Why do the best founders & startups work Graphite’s tax team?

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 and startup-focused tax compliance 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.

Trusted by hundreds of growing startups, including:

Our Tax Services

Your Graphite Tax Team will be made up of experienced Tax Accountants and who will gain a deep understanding of your business and work with you to develop a proactive compliance calendar to manage all of your tax filings and deadlines.

Federal & State Returns

We create a proactive compliance calendar and manage all of your tax deadlines and requirements.

1099 Filings

Annual 1099 filings can be a pain! We help handle all your 1099 filings for your contract workers.

Franchise Tax Filing

We handle your franchise tax filings, such as the Delaware Franchise Tax.

Tax Advisory

Our Tax Director will work with you to determine best outcomes, provide advice and help determine all available tax credits.

Foreign Tax Forms

If you have foreign subsidiaries or owners, we will handle the tax forms needed for these types of setups.

K1 Preparation

Preperation of K1s to declare the income, deductions, and credits that partners, shareholders, and beneficiaries have received in the tax year

Comprehensive Bookkeeping

Always-on bookkeeping so your books are accurate, GAAP compliant and ready to use for operating & growth.

CFO & Fundraising

Every Graphite client has access to an experienced CFO, whether it’s ad hoc or long-term support.

Why Startups Prefer Us

We are your long-term tax partner. Our tax compliance program is 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.

01 Scalability

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

02 A Full Stack

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

03 Track Record

Our experience speaks for itself. 7+ years. 250+ startups.

04 Reporting

Startups receive robust and accurate financials each month.

05 Top Talent

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

06 Cost

A flexible, fractional & affordable engagement structures.

FAQs

Why do most growing startups work with Graphite?

The main reasons startups choose to work with us are:

Our track record: We’ve helped countless startups grow from a few team members to hundreds of employees, and for many, we’ve scaled with them through their exits. 

In-House Feel: With other firms, you’ll likely get a team from a service center that is working with 15 or 20 clients at a time. We are the opposite side of the spectrum. We are your long-term partner, and the US-based team we allocate to you will only be working with a handful of clients at a time, so they can be high-touch, embedded in your business, and feel like an in-house team. 

Scalability: Hopping from accounting firm to accounting firm as you scale is not fun. That’s why startups prefer Graphite. We are a one-stop-shop. We handle everything (bookkeeping, operational accounting, CFO, FP&A, tax, etc.) and have yet to meet our match in terms of scale.

Robust Reporting: The clients that work with us receive some of the most insightful business reporting in the industry. Here is an example of our financial health dashboard that we set up for our clients. We help our operators keep a tight understanding of unit economics, growth and capital needs.

Top Talent: Our team members have worked with hundreds of startups, and have a wealth of knowledge about your specific industry.

For a quick quote, click here.

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.

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 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.

Our tax service is one of the only in the industry that is billed monthly in a subscription format. Because we serve mostly early-stage companies, managing cash and runway is a top priority. Lump sum annual tax fees can be tough on startups, so we decided to give our clients full predictability throughout the year with an even stream of payments they can build into their budgets.

For more info on pricing, click here.


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

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.

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.

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.

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.

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.

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.

Graphite was quite literally the best value add service I have received from any investor. I can’t recommend them enough.

— Rami Essaid, Founder, Distil Networks

Our Leadership

Paul Bianco
Founder, CEO

Former VC @ ff Venture Capital, Investor in Plated and Distil Networks

Jocelyn Wilson
COO

15+ years of accounting & operations experience in both public accounting & private startups

Chris Mossa
Chief Strategy Officer

Former Founder & CEO at CPM Advisory, CFO at Advizr, Investor in multiple early-stage startups

Josh Leider
Head of Growth

Previous Co-Founder & CMO of MeditationWorks and TempoRun

Benjamin Friedman
Head of Customer Success

20+ years’ ops & finance experience with fast-growing companies, including five successful M&As

Sean

Sean Bies
Managing Director, Client Services

Experienced Controller working with eCommerce startups and fortune 500 companies

Sam Patel
Managing Director, Client Services

Accomplished Controller, 15+ years accounting experience

Heather

Heather Fipps
Managing Director

Experienced Controller with 16+ years in accounting leadership

Lisa C | Graphite - Startup Accounting Services

Michael Smith
Managing Director, Tax

30+ years of tax and accounting experience

Lisa C | Graphite - Startup Accounting Services

Heather Stein
Managing Director, Finance

20+ year accounting & finance experience providing business insight in growth environments

Donny Tyra
Director, Technical Accounting

Experienced CFO, 25+ years of accounting experience

Didier Jupillat
Director

Experienced CFO, 18+ years accounting & finance experience, MBA Wharton

Get In Touch

Locations: NYC HQ / Clients around the world

With team members across the country and clients worldwide, we cast a wide net.

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