Tax, Accounting, & Advisory
Services for Technology Companies

Aprio is a partner that helps owners, founders, executives, and companies simplify operations, manage risks, and drive profitable growth — every step of the way —  with our broad range of audit*, advisory, and tax services for technology companies.

More than 2,000 technology clients worldwide rely on Aprio to achieve what’s next.

Overview

Accounting and Advisory Services for Technology Companies

The tech industry moves at lightning speed, facing relentless innovation, evolving regulations, and financial challenges. It requires the agility to pivot quickly to seize opportunities. With decades of experience in technology compliance services, we know it takes more than off-the-shelf solutions.

Our approach is as innovative as the industries we serve. With strategic guidance from idea to growth and beyond, we provide advisory solutions designed to maximize value and establish a resilient foundation for sustained growth and success. Whether it’s Fintech or blockchain tax compliance, we’ve got you covered with our tax services for tech companies, making sure you leverage R&D tax credits and manage state and local tax obligations effectively.

We don’t react to industry demands—we position your business for growth.

Who We Serve

Serving Tech Companies Committed to Innovation

From SaaS, security, and cloud service providers to gaming, healthtech, Fintech, and digital assets payment processors, Aprio partners with innovators and disruptors across the industries, delivering blockchain accounting services and tax strategies for tech companies.

Fintech

Aprio provides Fintech-focused audits, tax strategy, and compliance solutions, helping businesses effectively meet capital raise and growth requirements.

Artificial Intelligence

Aprio provides comprehensive solutions to empower AI companies to streamline operations, manage funding and scale groundbreaking technologies.

Healthtech

Aprio supports healthtech companies with tax, assurance, and advisory services, advancing goals for payers, providers, and consumers at every stage.

Blockchain

Simplify 1099 and 8300 tax reporting, AML, and information security compliance with Aprio’s technology solutions and blockchain-focused services.

How We Help

A Partner to Technology Companies for Growth and Profitability

From pre-seed to growth and beyond, Aprio’s specialists provide end-to-end tax and financial planning for tech companies that help overcome growth obstacles. Our integrated model and managed services streamline compliance and deliver operational efficiencies to make it easier for clients to deliver the outcomes that drive sustainable growth.

Use R&D tax credits to fund innovation
Uncover every opportunity for federal, state, and international R&D tax credits for tech companies. Reinvest savings into your innovation pipeline and future growth.
Strengthen data security compliance
Grow with confidence. Simplify frameworks like SOC 2, PCI-DSS, ISO 27001, and HITRUST. Our compliance services for technology companies protect critical data and elevate stakeholder confidence.
Be investor ready, always
Our accounting for start-ups in technology helps build financial reports that stand up to scrutiny. Leverage Aprio’s outsourced accounting and managed services to streamline compilations and accelerate financial reporting so you can focus on growth.
Scale across borders
Navigate global expansion with ease and manage your global tax rate with Aprio’s international tax, transfer pricing, and accounting solutions.
Facilitate AML compliance
Aprio’s forensic and internal audits for tech companies simplify AML, KYC, and FinCEN compliance and reporting.
Use equity incentives to drive growth
Attract, retain, and motivate top talent. Aprio can help you design an equity incentive program that aligns with your growth objectives. 
Gain access to capital
Let Aprio prepare you for fundraising. Leverage our extensive venture capital and private equity relationships to find the growth partner.
Simplify audits and reduce stress
Reduce audit angst and fatigue. Aprio’s assurance professional can help you streamline financial audits and simplify compliance.
Navigate M&A deals with confidence
From due diligence to integration, Aprio’s Fintech accounting solutions and risk management for tech companies help drive value, mitigate risks, and increase ROI.
Align business gains with personal wealth goals
Take advantage of integrated tax, investment, and financial planning for tech companies to make business achievements fuel personal financial success.
Select the right accounting platform
Outgrowing your accounting solution? Aprio can help you select, design, and customize the right ERP system to boost growth.
Safeguard the value of blockchain ventures
Navigate digital asset taxation, smart contract audits, and emerging regulatory compliance standards with Aprio, a recognized leader in blockchain accounting services.
Use R&D tax credits to
fund innovation
Strengthen data
security compliance
Be investor ready,
always
Scale across borders
Facilitate AML
compliance
Use equity incentives to drive growth
Gain access to capital
Simplify audits and
reduce stress
Navigate M&A deals
with confidence
Align business gains
with personal wealth
goals
Select the right
accounting platform
Safeguard the value of
blockchain ventures

Aprio applies a white-glove approach to every client engagement, delivering personalized, high-touch services that zero in on your specific goals. We are your partner to drive growth and help you explore your next.

Why Aprio

Your Partner for What’s Next

Technology businesses need a partner who understands the speed of change, the complexities of regulation, and the opportunities for innovation. Aprio’s accounting and advisory services for technology companies combine decades of experience with proven results to help businesses, wherever they are in their journey, to scale, evolve, and succeed.

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Technology clients and growing

SOC reports completed by Aprio’s team

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PE firms partner with Aprio

Innovation and growth demand a partner that goes beyond cookie-cutter solutions. With Aprio, you gain a partner who can help address all state and local tax and audit needs so you can transform your visions into measurable outcomes.

Tech Company Roadmap

Tax Services for Technology Companies from Concept to Expansion

Does your technology roadmap include value drivers that can help you maximize financial outcomes at each milestone? Ours does. Explore Aprio’s technology roadmap for insights on how to support growth and overcome challenges across the business lifecycle and beyond.

Leadership

Your Team of Leading Technology CPAs and Advisors

Aprio’s leadership team brings a passion for innovation and decades of industry experience. We equip tech businesses with precision-driven solutions from idea to growth, helping them innovate, scale, and achieve their objectives.

Mitchell Kopelman

Technology Leader | Tax PartnerAprio Advisory Group, LLC

Alan Langelli

PartnerAprio, LLPAprio Advisory Group, LLC

Allie Colman

Northeast Technology Leader | PartnerAprio Advisory Group, LLC

Brett Williams

Assurance Partner | RaaS Practice LeaderAprio, LLPAprio Advisory Group, LLC

David Siegel

Technology and Fintech | Assurance PartnerAprio, LLPAprio Advisory Group, LLC

Emily Cheshire

Director, Managed Services & Technology PracticeAprio Advisory Group, LLC

Mark Li

Technology and Blockchain/Digital Assets Leader | Partner, Assurance ServicesAprio, LLPAprio Advisory Group, LLC

Ori Epstein

Tax PartnerAprio Advisory Group, LLC

Robert Casey

Partner, Assurance ServicesAprio, LLPAprio Advisory Group, LLC

Frequently Asked Questions