Technology & Software

Audit, Tax and Advisory Services for Technology, Software, & SaaS Companies

The ever-changing technology industry, including the shift of companies transitioning their operating models to become tech-enabled service providers, has prompted technology and software companies to continue seeking out innovative opportunities for expansion and efficiency. From the Fortune 1000 to venture-backed growth companies, FORVIS helps meet the needs of this dynamic industry by striving to deliver the ideal combination of industry experience and technical knowledge.

Familiarity with the regulatory nuances in the industries you serve, such as healthcare, financial services, or the public sector, should be just as important as having experience in your industry. This is why we deliver a holistic service approach by incorporating partners on our engagement teams for the industries our technology clients serve.

Contact our team to learn how we’re serving clients in the technology and software industry, including SaaS, tech-enabled, edutech, fintech, healthcare technology, and hardware companies.

Assurance

FORVIS delivers assurance and accounting advisory services to public and private entities of all sizes. Our assurance and related accounting services for technology and software companies include:

Accounting Standards Implementation
Audits, Reviews & Compilations
Due Diligence Accounting for Acquisitions and Mergers
Employee Benefit Plan Audits
Fraud and Forensics
Internal Audits & SOX Compliance
IFRS Audits and Reporting
IPO & SPAC Readiness
IT Audits
Outsourced Accounting Services
Regulatory Audits
SEC and Public Company Audits
SOC Reports, Including SOC 1, 2, and 3 Engagements

Tax

As your company grows its sales footprint, works with larger customers and increases its sales tax nexus exposure, FORVIS will work alongside your team to help address domestic and international tax compliance matters and tax savings opportunities.

Accounting Method Reviews
Coordination of Foreign Country Compliance & Reporting
ASC 740 Income Tax Provisions
Incentives & Credits Planning
Multistate Planning & Nexus Studies
Multinational Inbound & Outbound Tax Planning
R&D Tax Credits
Tax M&A Advisory
Tax Return Preparation (Federal, State, Local, & International)
Tax Transformation
Transfer Pricing

Advisory

No matter your growth or exit strategy, FORVIS can help you improve business processes and increase profitability. Our team brings varying perspectives to help optimize margins, manage risk, and increase performance, including: