ACCOUNTING & TAX FOR TECH STARTUPS
Bookkeeping, accounting, and tax preparation for early-stage tech companies. PathwayCFO helps you understand your finances, stay organized, and prepare for what comes next.
Also serving individuals, founders, and self-employed professionals.
OUR SERVICES
From keeping your books current to preparing your tax returns, get practical support built around your business.
Keep your financial records organized and your books up to date. Get a clearer view of your income, expenses, and cash position so you can make informed decisions.
Tax preparation that accounts for how your business is structured and where it operates. We help organize the information needed for your returns and explain what you need to know.
Personal tax preparation for founders, employees, freelancers, and families. Get help bringing your tax documents together and understanding your return.
WHY PATHWAYCFO
Startup finances come with their own questions. PathwayCFO combines accounting and tax support with firsthand experience building and working with technology businesses.
Get support focused on the essentials: reliable books, useful financial information, and organized tax preparation.
Work directly with Tom and get explanations in plain language, with clear next steps.
Your business books and tax returns should work together. And when your personal taxes overlap with your business, we can help connect the details.
THE PERSON BEHIND THE NUMBERS
Founder, PathwayCFO | Enrolled Agent
I’m Tom Taulli, an Enrolled Agent, technology entrepreneur, and author. I’ve built a technology business and spent years writing and teaching about software, AI, and business.
I started PathwayCFO to help entrepreneurs bring more clarity to their accounting and taxes. My approach is straightforward: understand your situation, keep the details organized, and explain what matters.
As an Enrolled Agent, I’m federally authorized to represent taxpayers before the IRS. I also hold Intuit QuickBooks Certification Level 1.
GETTING STARTED
Share a little about your business, your current accounting setup, or the tax preparation help you’re looking for.
We’ll discuss the services, timing, and fees before work begins.
You’ll know what information to provide, what happens next, and how we’ll work together.
LET’S TALK
Starting a company, catching up on your books, or looking for help with your tax return? Tell us what you need.
