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LEGAL

Governance & Compliance

Startup Tax & Compliance Basics

Startups face tax obligations from day one—local, state, federal, and sometimes international. Missing deadlines or misclassifying expenses can lead to fines, audits, or legal complications.

Why it Matters

Taxes and compliance may not be glamorous, but missing filings, registrations, or deadlines can lead to penalties, legal issues, or investor hesitation. Getting the basics right keeps your startup in good standing and your books clean.

Founders Checklist
  • File federal, state, and franchise taxes annually (or quarterly if required)

  • Stay in “good standing” in Delaware and your home state

  • Register for foreign qualification if operating outside your state of incorporation

  • Issue correct W-2s (employees) and 1099s (contractors) by January 31

  • Use a payroll system that auto-calculates withholding and compliance

Founder Fails
  • Missed Delaware tax deadline > status “voided,” couldn’t close round

  • Didn’t issue 1099s > IRS penalties + confused contractors

  • Failed to register in operating state > barred from court enforcement

When to ask for Help
  • When incorporating or registering in multiple states

  • Before issuing equity, paying bonuses, or hiring employees

  • During your first funding round or 409A valuation

  • If you’re unclear on sales tax, R&D credits, or international revenue

  • At year-end or when choosing accounting systems

Frequently Asked Questions

Q: What’s a Delaware franchise tax and when is it due?
A: It’s a yearly fee paid by Delaware C Corps to maintain corporate status. It’s based on your share structure or assets and is due March 1 every year.


Q: What’s “foreign qualification”?
A: If you incorporate in Delaware but operate in another state (e.g. California, New York), you must register there as a foreign entity and pay local taxes.


Q: Do I need a CPA or can I DIY?
A: Early on, you can use tools like Pilot, Bench, or QuickBooks. As soon as you start handling payroll, cap table complexity, or investor reporting, bring in a startup-focused CPA.

Fractional Executives

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