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 relationship 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 Structuring
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​Choice of Entity Analysis
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Investment Platforms & Holding Structures
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Supply Chain or Operational Transformation
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Intellectual Property Structuring
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Business Expansion: Inbound (to US) or Outbound (international)
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FIRPTA Analysis & Advisory
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Treaty & Cross-Border Tax Analysis
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Taxable Presence & Nexus Risk Assessment
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Pillar Two (Global Minimum Tax) Readiness
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M&A Tax Structuring
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M&A 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 & Effective Tax Rate Modeling
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Cash Repatriation Planning
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Financing & Capital Structure 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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US Withholding Tax & Information Reporting
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US international Tax Reporting
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FIRPTA Reporting & Withholding Compliance
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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.
Strategic 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.
M&A & 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 tax 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 the U.S. federal and state tax filing obligations of your business. Whether you choose to outsource the tax return preparation to us or only need us to review tax filings prepared in-house, we are here to ensure accuracy and compliance. Our hands-on approach allows us to spot potential elections and planning opportunities early on, helping you optimize 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.).