Tax FAQs
Answers to common questions about Graphite Tax, including compliance, advisory support, R&D credits, and state tax complexity.
Tax Overview
Graphite Tax helps growing companies manage tax compliance, planning questions, and qualifying credit opportunities with more structure throughout the year. The service is designed for companies that need reliable filing support and access to experienced tax guidance as the business changes.
The FAQs below cover what Graphite Tax handles, what onboarding looks like, what documents clients provide, how tax connects to Accounting, and where additional scoping may be needed.
What does Graphite Tax handle?
Graphite Tax provides tax compliance, tax advisory, and R&D tax credit support. This includes preparing and filing required federal and state returns, advising on tax issues that arise during the year, and supporting qualifying companies with R&D credit work.
Is this just a filing service?
No. Filing is a core part of the service, and the relationship is designed to extend beyond annual compliance. Clients also get access to experienced tax guidance when business decisions, growth, or structural changes create tax questions.
What happens during tax onboarding?
Tax onboarding includes a review of the company’s structure, prior filings, current records, expected deadlines, and any issues or opportunities that may affect the work. The goal is to create a clearer tax process before deadlines start driving the relationship.
What documents do you need from us?
Graphite typically needs prior year returns, current financial records, ownership details, access to accounting data where needed, and notice of any major business changes that may affect tax filings or planning.
Can you help with state tax complexity as we expand?
Yes. Expansion into new states is one of the most common reasons companies need stronger tax support. Graphite helps clarify what obligations may emerge and what additional scope may be needed as complexity grows.
Do you support sales tax?
State and jurisdictional tax complexity is part of the broader tax environment Graphite helps clients navigate. The exact sales-tax-related support depends on scope and filing complexity.
Do you handle 1099s and contractor reporting?
Contractor-related reporting sits within the broader tax compliance picture when it is part of the company’s filing obligations. The exact support depends on the agreed scope.
What is the R&D tax credit and do we need it?
For companies engaged in qualifying research and development activity, the R&D tax credit can create meaningful cash-flow benefit. Graphite helps assess eligibility, prepare documentation, and complete the filings needed to claim the credit properly.
How does Tax work with Accounting?
Tax depends heavily on accurate accounting records. When Graphite also provides Accounting, the tax team can receive financial data directly, which usually makes the filing process cleaner and easier for the client.
How is pricing structured?
Tax compliance is usually fixed-fee. R&D credit work may be fixed-fee or percentage-based depending on the situation. Pricing depends on factors like state count, ownership structure, advisory depth, and overall complexity.
What is out of scope?
Certain specialized international matters, unusual restructurings, or added filing complexity beyond the standard engagement may require separate scoping.