Tech Companies and Financial Consulting

We know that most tech companies operate in a competitive industry and that is why being prepared is vital to your business. We are committed to providing the highest level of expertise and service to ensure your compliance, awareness and success.

Investor Consultation

Working with investors and investment banks to ensure the intended results are achieved.

R&D Investment and Evaluation

Properly understanding and evaluating research and development expenditures.

Sections 83(b) Elections

When it is and isn’t appropriate – working through the election and ensuring proper compliance and planning.

DPAD and IRC 199

How to plan around and utilize.

M&A Analysis and Management

Structuring, maintaining and liquidating companies for optimizing tax savings.


Upworth is devoted to giving people the power to build their best future.