TAX

Big Four tax expertise for deals and portfolio companies, built for growth-stage and lower-middle-market companies.

OVERVIEW

Our tax team comes from Big Four practices and works with leading private equity funds on the rapid, thorough diligence that growth-stage and lower-middle-market deals demand. For portfolio companies, we keep income taxes filed correctly and on time, prepare audit-ready provisions, and run the sales-tax remediation that quietly protects purchase price at exit.

Talk to our team

AI IN PROCESS

Our senior tax professionals use AI-assisted research and compliance review to stay focused on planning and strategy.

Offerings

What we deliver within Tax

Tax Due Diligence

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

Learn more

Transaction Tax

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

Learn more

Income Tax Compliance & Provision

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

Learn more

Sales Tax Remediation

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

Learn more

General Tax Advisory

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

Learn more

The value-add is consolidation: one provider across tax diligence, compliance, and remediation, integrated with the finance function.

More to read

Services — Transaction Services

Tax diligence runs alongside financial diligence

Services — CFO & Controllership Advisory

Compliance integrated with the ongoing finance function

Services — Finance Transformation

Sales-tax automation set-up with the transformation team

Team position — Tax Advisory

Meet the Tax Advisory team

For CEOs and CFOs

For investors

For investors standardizing tax across a portfolio

How can we help?

Reach out to talk to our team

Talk to our team