Your outsourced tax department built for SaaS.
For SaaS companies that need internal tax leadership + execution support without the price tag of a full-time hire
As SaaS grows, tax complexity shows up fast
What worked early on doesn’t hold up once you’re scaling, expanding, or acquiring.
This is built for you if:
You’re expanding into new countries
You’ve made (or are considering) an acquisition
Tax notices are starting to show up
You are starting to pay taxes and need to forecast cash tax 12 - 36 months out
Your accounting team hates working with tax issues.
You have multiple advisors, but no one is leading the tax function
Your CPA firm is filing returns, but planning feels reactive or surface level
You are a private company with no intention of going public
You’re considering hiring a full-time tax person but don't know if you could keep them busy "full-time"
We serve as your in-house tax lead
We lead the tax function day-to-day, coordinate across internal teams and external advisors, and make sure tax strategy and execution stay aligned as your business scales.
Tax
Leadership
Own the roadmap, guide decision-making, and proactively manage tax strategy.
- Fractional Head of Tax
- Less burden on finance
- Fewer surprises
- Identify risk and savings opportunities
- One point of accountability
Quarterbacking + Coordination
Manage advisors, specialists, deadlines, and documentation so nothing slips
- Review and challenge advisor work
- Cross-functional coordination with Finance/Legal/Payroll
- Advisor management across multiple firms
- Work closely with CPA firms providing tax work
Execution
Support
Support credits, studies, sales tax, structuring, and deal work through a bench of specialists.
- Daily communication support
- Assisting in tax portions of month-end close
- Handling tax cash flow forecast
- Preparation of ASC 740 tax provisions
- Handling tax notices
Two ways SaaS companies handle tax at scale
Full-Time Tax Hire
- $200k - $300k fully-burdened cost
- One person’s bandwidth and expertise
- All or nothing cost (Full-time or nothing)
- Not sure how to keep them busy or manage them
- Reliant on them to be a self-starter
Our Model
- Fractional Head of Tax for less than the cost of a full-time hire
- Multiple tax professionals joining your team for the "price of one"
- Tailored scoping and fee based on needs
- Self-managed and already developed team
- We bring our playbook from other SaaS companies we serve
Work With An Outsourced Tax Department, Trusted by growing SaaS teams
Darin Pierson, CPA
Founder
Darin has worked as a Tax Director at a large SaaS company. While there, he has learned the playbook of how a tax department should be run, and where to look for tax savings opportunities. During his career, Darin has also worked for Ernst and Young and several large regional public accounting firms. He understands first-hand the difference between having an internal tax lead and hiring a CPA Firm.
Darin has been the lead in helping SaaS companies save millions of dollars on taxes—not by being the CPA firm that files their tax return, but their in-house department that acts as a true partner.
The impact of having real tax leadership
Example from real client engagement.
in preserved net operating losses from several acquisitions
by strategizing with the CPA firm regarding what qualifies as R&D
from overpaid sales tax and making sales tax elections
by bridging the gap between the accounting department and the external CPA firm to optimize between various international tax elections with an outside CPA firm
Workstreams we lead and coordinate
Filing of all tax returns (with your CPA firm)
R&D Studies
Sales tax strategy (nexus, taxability, exemptions)
Sales tax lookback and refund studies
International structuring + advisor orchestration
ASC 740 / tax provisions
M&A diligence + purchase agreement support
Post-close cleanup and integration
Multi-year forecasting and scenario planning
A few of our most commonly asked questions
Do you replace our CPA firm?
No. Most clients keep their CPA firm for tax return preparation and core compliance. We act as the in-house tax lead – owning strategy, coordinating advisors, reviewing work, and driving special projects.
So what exactly do you do if our CPA firm is already handling tax?
Your CPA firm usually handles filing and compliance. We help lead tax strategy, coordinate projects, manage advisors, review work, and make sure tax decisions stay aligned with the business as you grow.
What if we already have a controller or strong finance team?
That is often the right setup. We complement finance by owning the tax lane more directly, so finance does not have to absorb all the tax questions and project management.
Who do you typically work with inside the company?
Usually the CFO, controller, finance team, legal, payroll, and leadership. We help connect those groups with your external tax advisors so nothing falls through the cracks.
How are you different from a traditional CPA firm?
Traditional CPA firms are usually built around compliance and filing. We are built to help lead the internal tax function day to day — coordinating advisors, driving planning, managing projects, and helping your team make decisions. That distinction is already one of the clearest ideas on the page.
Do you prepare the tax returns yourselves?
Sometimes we may support pieces of the process, but in many engagements the CPA firm continues to prepare the returns while we oversee, coordinate, review, and help drive strategy.
What types of tax issues do you help with?
We help with things like sales tax, R&D credits, tax provision, international coordination, structuring, M&A diligence, post-close cleanup, forecasting, and other special projects. Those workstreams are already listed on the page
Do you only help with strategy, or do you help execute too?
Both. We help with the roadmap and decision-making, but also with coordination, documentation, specialist management, and project execution support.
Do you work with our existing specialists?
Yes. In many cases, that is a big part of the value. We coordinate external CPAs and specialists so you have one point of accountability across the function. We also have referrals if needed
What size companies are the right fit?
Often a fit once you’ve reached meaningful tax complexity, commonly around $10M+ revenue
How do you actually plug into the team?
We plug into your normal finance cadence, communicate regularly with your team and advisors, and stay close to deadlines, projects, and tax decisions so the function stays organized year-round. Very similar to a full-time employee
What Happens Next
Book a 30-minute fit call
We review your current tax setup and open issues
You get a tax roadmap and recommendation
We can interview with other members of your team
If there’s a fit, we step in as your fractional Head of Tax
Low-Risk Start
We focus on creating clarity and momentum quickly. If after the first 30 days you don’t believe we’re the right fit, you can end the engagement.
Work with us as your outsourced tax department, trusted by growing SaaS teams
If you’re scaling past $10M, expanding, acquiring, or dealing with multi-state complexity, we’ll help you build a tax department without building the headcount.