Tax Due Diligence
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.
