Tax Due Diligence

Senior, transaction-aware tax guidance on both sides of the close: purchase-agreement review and RWI correspondence pre-close, Federal Form 8594 preparation and purchase price allocation support post-close. Our team uses AI-assisted research and calculation support to keep this work integrated with the rest of the financial diligence and post-close work, so the tax treatment aligns with the transaction instead of being addressed in isolation at the end.

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.

Full-cycle sales tax remediation, from a buyer-grade exposure analysis through the operational fix: a 50-state compliance roadmap, voluntary disclosure agreements to limit historical liability, customer outreach, and automated sales-tax software set up inside your billing and ERP systems. Our team speeds the jurisdiction-by-jurisdiction exposure work with AI-assisted analysis, so remediation moves faster and protects the purchase price you'll want to defend at your next raise or exit.

A standing line to a senior tax professional for the one-off items that come up: notices, lender or buyer requests, multi-entity questions, without scoping a new project each time. Expertise in AI tools keeps our senior professionals responsive and cost-effective on these one-off items, included on corporate and transaction engagements so clients can reach a senior, sector-aware professional whenever a question arises.

Built for PE-backed platform companies running a roll-up strategy. We act as the full finance back office for the platform and carry each add-on through the entire deal cycle: QoE, post-close support, systems integration, accounting remediation, sales tax remediation, and ongoing CFO and controllership, with income tax compliance included. Because the same team runs the diligence, the integration, and the monthly close, nothing is lost in a handoff, and each acquisition lands on the platform's systems reconciled to the databook it was underwritten on. Our team runs the routine work through AI-enabled workflows, so the platform gets institutional-grade finance coverage across every add-on without building the function in-house.