Tax

Income Tax Compliance & Provision

Compliance and ASC 740 provision owned by Big Four-trained professionals, with no year-end surprises.

OFFERING OVERVIEW

Annual federal and state compliance, ASC 740 provision preparation, and value capture through R&D credits and apportionment review, owned by Big Four-trained tax professionals. Our senior tax professionals use AI-assisted research and compliance review to stay focused on planning and strategy rather than manual filing work, so clients get one cost-effective provider across tax and the rest of their finance function.

Included capabilities

Income Tax Compliance

Federal and state filings, on calendar, every year, without the year-end scramble.

Annual federal and state filings with calendar management, estimates, and extensions.

Income Tax Provision

An ASC 740 provision your auditors and investors can rely on.

ASC 740 provision covering current and deferred taxes, book-to-tax differences, and uncertain positions.

R&D Tax Credit Filing

An R&D credit study priced so there's no risk if we don't find one.

Annual analysis of qualified R&D activities to determine credit eligibility; fees based on a percentage of credit generated.

Apportionment Study

State apportionment set correctly, based on where the revenue actually is.

Reviews historical revenue, payroll, and property data to set proper state apportionment.

Audit Support (Tax)

Senior tax support the moment an income or sales tax audit lands.

Ad hoc support for income or sales tax audits.

Other Offerings within

Tax

Tax Due Diligence

The target's full tax footprint, risk-graded in a report built for RWI and equity deals.

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Transaction Tax

Senior tax guidance on both sides of the close, integrated with the rest of the deal.

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Sales Tax Remediation

Full-cycle remediation that protects the purchase price at your next raise or exit.

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General Tax Advisory

A senior tax professional on call, no new scope required.

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Platform Finance

One team carrying every add-on from diligence through integration to the ongoing close.

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