Working in the high-technology industry is more exciting—and more challenging—than ever. Advances in research, expanded opportunities for funding, increased competition, and an international landscape provide a complex framework in which to capitalize on your vision. We can help you navigate the financial complexities of your business so that you have more time to focus on your big-picture goals and ideas.

We serve as a tax adviser and consultant to successful high-technology businesses in New York State and beyond. We have extensive experience assisting clients in the life sciences, clean energy, advanced manufacturing, and software/hardware sectors. No matter the stage of your high-technology business, we can help—from deciding on an entity structure to evaluating business plans, securing financing, and negotiating purchases or sales of business interests. Within the past three years, we have assisted clients with a combined exit value of more than $1.1 billion.

Our talented and knowledgeable team can support your company at every stage in its development, including assistance with:

Tax Credits:

  • Research and Development (R&D)
  • Qualified Emerging Technology Company (QETC)
  • Investor Tax Credits

Other Tax Considerations:

  • Qualified Small Business Stock (QSBS)
  • Equity Compensation
  • Section 382 Net Operating Loss Limitation
  • Capital Expenditures
  • International Business Considerations



  • Venture Capital
  • University and Government Grants
  • Traditional Bank Financing
  • Alternative Financing
Local Presence, Global Reach

Located in the Finger Lakes region of New York State, we have excellent working relationships with the local financial and legal communities as well as the economic development agencies. Additionally, we are highly involved in the local startup scene, partnering with startup incubators such as Rev Ithaca and Cornell University’s McGovern Center as well as venture networks such as Upstate Capital Association of New York and Upstate Venture Connect.

While we are well integrated into the regional high-technology industry, our reach expands across the nation and around the world. Our full-service firm boasts an expert International Tax Group that often works within the high-technology industry, helping businesses expand overseas.

Whether you are just getting your high-technology business off the ground or you are managing a well-established company, our team can help you manage the financial aspects of your business in a way that caters to your own specific needs.


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