Why Local Matters

Built in Newport Beach. Built for the companies around us.

Orange County has quietly become one of the densest concentrations of venture-backed technology, founder wealth, and deal activity in the country. We built Algentis here because the companies we serve are here — and because a startup CPA should understand the local capital landscape, not just the federal tax code.

From Newport Beach and Irvine to the broader Orange County and Los Angeles tech corridor, we work with founders who need more than compliance. They need a financial partner who can speak to investors, prepare for diligence, and keep the books clean enough to survive an audit.

What We Do for Startups

The work funded founders actually need.

— 01

Audit & Assurance

Audited and reviewed financial statements that investors, acquirers, and boards trust. We've worked with SEC and PCAOB registrants — your Series B can handle that.

— 02

Startup Tax & R&D Credits

Corporate tax, founder tax, and the R&D tax credits that put real cash back on a startup's balance sheet. Plus 409A valuation coordination ahead of option grants.

— 03

Deal & Exit Readiness

Quality of Earnings, M&A tax structuring, and SOC 2 attestation. Everything an Orange County founder needs to be ready when the term sheet arrives.

Common Questions

Startup CPA questions, answered.

What does a startup CPA in Newport Beach actually do?

A startup CPA handles far more than tax returns. At Algentis, that means audited or reviewed financial statements, R&D tax credit studies, 409A valuation coordination, Quality of Earnings for fundraising or M&A, and the strategic financial advice a founder needs between rounds. We serve technology companies across Newport Beach and Orange County.

When should a funded startup hire a CPA firm?

Most founders bring in a CPA firm around their first priced round (seed or Series A), when investors begin expecting GAAP financials, a clean cap table, and audit readiness. The earlier you engage, the less expensive cleanup is later.

Do you work with startups outside Newport Beach?

Yes. While our office is in Newport Beach, we serve funded technology companies across Orange County, Los Angeles, and the broader California startup ecosystem. Most engagements run remotely with in-person availability for key milestones.

What types of technology startups do you specialize in?

SaaS and software, fintech, healthtech, and AI companies — plus digital assets and tech-enabled businesses. We focus on the metrics and accounting issues specific to each, from ASC 606 revenue recognition to R&D capitalization.

Let's talk about your startup.

A partner-led conversation, not a sales pitch. Tell us where you are and where you're headed.

Get in touch