Angel Investor Tax Credit Services

At Aprio, we know that navigating tax credits can be challenging for angel investors and early-stage businesses alike. That’s why we offer comprehensive advisory services for both parties, from determining eligibility to completing paperwork.

In most cases, our advisory team begins the process by working with Georgia-based startup businesses. First, we’ll sit down with your executive team to assess whether your company is eligible. Early-stage businesses engaged in industries such as construction, real estate, professional services, financial services, retail services, retail sales, and entertainment don’t qualify for this tax credit, but companies in many other industries are eligible.

Once we’ve confirmed that your company qualifies for the angel investor tax credit, our knowledgeable team works closely with you to apply for certification. We’ll assist with your company’s Form IT-QBR application with the state, providing guidance to minimize the risk of rejection and help streamline your company’s opportunity to benefit from this tax credit. After completing this process, your early-stage business will be certified for a 12-month period during which qualified investors who fund your business become eligible to receive angel investor tax credits.

Our team knows that startup companies tend to keep themselves remarkably busy with research and development, funding rounds, and other growth activities. That’s why we also provide follow-up services to ensure that your company is aware of upcoming deadlines and any additional state tax credit requirements.

Because investors are such an important part of this tax credit, Aprio’s advisory services extend far beyond merely guiding early-stage businesses. We also work with SEC-accredited investors seeking to fund one of our startup business clients and provide guidance to those looking for the most beneficial angel investment.

Aprio’s experienced SALT team provides both educational efforts and advisory services for angel investors. We’ll guide you through the process of submitting Form IT-QI-AP at the appropriate time to ensure that you receive approval for tax credits related to your investment.

Our knowledgeable advisors fully understand the time-sensitive nature of the qualified investor tax credit, which is currently available only for investments made from 2011 through 2018. Unlike many other savings tools, angel investors may not claim this tax credit immediately after funding an early-stage business. Instead, they must file required forms between September 1 and October 31 two years after the initial investment.

Aprio’s experienced SALT team is dedicated to providing high-level guidance to businesses and investors in the startup sphere, ultimately ensuring that both receive optimal returns. Our advisory team assists early-stage businesses with leveraging your knowledge of this tax credit to attract capital, build a network of angel investors, and generate growth. When working with qualified investors, we ensure that you never overlook a time-sensitive tax credit deadline, helping you realize even more value through your investments in Georgia-based startup companies.