What We Do
In a dynamic, complex, and ever-evolving world, you need to be informed, but you don’t need to be a tax expert. That’s our job. We synthesize complexities into simple terms, collaborate with you to develop strategies and solutions, and provide support.
We tailor our services to enhance the interconnectedness between tax planning, tax advisory, and tax reporting. Our approach ensures that each area works seamlessly together, providing you with comprehensive support and strategic insights for your financial decisions.​
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Business and Tax Structuring
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​Choice of Entity Assessment
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Establishing an Investment Platform
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Supply Chain / Operational Expansion or Transformation
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Inbound (to US) or Outbound (foreign) Investments
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FIRPTA Analysis
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Taxable Presence Risk Assessment
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Pillar Two Assessment
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Acquisition Structuring
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Tax Due Diligence
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Post-Close Integration Assistance
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Pre-Exit Readiness Assessment
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Pre-Exit Structuring
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Cash Tax Modeling
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Cash Repatriation Planning
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Financing / Refinancing Planning
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Recapitalizations & Reorganizations
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Corporate Income Tax Returns
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Partnership Returns​
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S-Corporation Income Tax Returns
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Trust Income Tax Returns
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US Withholding Tax Reporting
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US international Tax Reporting
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FIRPTA Reporting
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US State Tax Filing Obligations
We offer our services to US businesses and foreign businesses looking to invest in the US or with existing investments in the US.
Business & Tax Planning
We help you design the investment or operational structure that supports and aligns with your business strategy.
We support businesses looking to stay ahead and improve their position by keeping more cash for growth, or return more value to their stakeholders.
​We understand that achieving optimal investment returns requires a proactive approach, focusing on operational efficiencies and the right business structure from the onset. Staying ahead in today’s dynamic business environment necessitates continuous adaptation and strategic foresight throughout the entire lifecycle of your investments.
Transaction Advisory
We help you evaluate the tax considerations of a given transaction and perform deal structuring and due diligence. Whether it involves a business acquisition or exit; financing or refinancing; recapitalization; reorganization; cash repatriation or engaging in cross-border transactions, we are here to guide and provide the support you need.
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We further help you develop M&A strategies, identify key value drivers and material risks, and streamline the diligence and post-deal integration process.
Tax Compliance & Reporting
We assist you in meeting their US federal and state tax filing obligations of the business. Whether you choose to outsource the tax return preparation to us or only need us to review tax filings prepared in-house, we here to ensure accuracy and compliance. Our hands-on approach allows us to spot potential elections and planning opportunities early on, helping you maximize your tax strategy.
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We help businesses structured in any form (e.g., corporations, partnerships, S-corporations), and their stakeholders (e.g., owners, investors, trusts, etc.).