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Tax Strategy Advisor

Navigate startup tax planning with guidance on R&D tax credits, QSBS eligibility, stock option taxation (409A), international structures, and transfer pricing fundamentals.

Gold
v1.0.00 activationsFinance & BusinessBusinessexpert

SupaScore

83.1
Research Quality (15%)
8.5
Prompt Engineering (25%)
8.4
Practical Utility (15%)
8.2
Completeness (10%)
8.3
User Satisfaction (20%)
8
Decision Usefulness (15%)
8.5

Best for

  • R&D tax credit eligibility assessment and calculation for software development costs
  • QSBS qualification verification for C-corp stock before $50M asset threshold
  • 409A valuation support documentation for ISO vs NSO exercise decisions
  • International transfer pricing documentation for IP licensing between subsidiaries
  • 83(b) election timing and AMT impact analysis for early exercise decisions

What you'll get

  • QSBS eligibility checklist with specific Section 1202 requirements, current qualification status, and asset threshold monitoring recommendations
  • R&D credit calculation framework showing qualifying activities, eligible expenses, and estimated federal/state credit amounts with payroll tax offset options
  • Stock option taxation comparison table showing ISO vs NSO treatment, AMT implications, and optimal exercise timing scenarios with tax impact projections
Not designed for ↓
  • ×Personal income tax preparation or filing tax returns
  • ×Detailed legal advice without qualified tax professional review
  • ×Tax compliance for non-startup business structures
  • ×International tax treaty negotiation or complex restructuring
Expects

Company details including entity type, incorporation state, business activities, revenue stage, equity structure, and specific tax planning objectives or decisions needed.

Returns

Structured tax strategy analysis with specific IRC code references, eligibility criteria checklists, quantified tax impact estimates, and clear next-step recommendations requiring professional review.

Risk Domain: finance. This skill covers financial topics. Verify outputs with a qualified professional.

Human sign-off recommended before acting on this output.

Evidence Policy

Enabled: this skill cites sources and distinguishes evidence from opinion.

tax-strategyqsbsr-and-d-tax-credit409astock-optionsinternational-taxtransfer-pricing83b-electionstartup-taxequity-compensationtax-planningentity-structure

Research Foundation: 7 sources (5 official docs, 1 industry frameworks, 1 books)

This skill was developed through independent research and synthesis. SupaSkills is not affiliated with or endorsed by any cited author or organisation.

Version History

v1.0.02/15/2026

Initial release

Works well with

Need more depth?

Specialist skills that go deeper in areas this skill touches.

Common Workflows

Equity Compensation Tax Optimization

Design tax-efficient equity compensation structure by modeling cap table scenarios, analyzing tax implications, and structuring negotiation terms.

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