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Tax

Tax Due Diligence

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

OFFERING OVERVIEW

Led by Big Four-trained tax professionals, a full analysis of a target's tax footprint across federal and state income, sales and use, payroll, property, and foreign exposure, with a formal risk-graded report and pre- and post-transaction recommendations. Our senior tax professionals use AI-assisted research to stay focused on quantifying exposure and advising on structure rather than manual review, so the diligence moves faster without losing rigor. Required for representation-and-warranty insurance and frequently essential on equity deals.

Included capabilities

Tax Due Diligence

A full tax footprint analysis, graded by risk, before you sign.

Full analysis of a target's tax footprint across all tax types, with a formal risk-graded report. Required for RWI.

TaxPulse

A fast red-flags read that tells you if full tax diligence is worth it.

Light-touch red-flags tax diagnostic that surfaces where full diligence is needed; upsells into Tax Due Diligence.

Other Offerings within

Tax

Transaction Tax

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

Income Tax Compliance & Provision

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

Sales Tax Remediation

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

General Tax Advisory

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

Platform Finance

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