An evolving global tax climate, expanding state-level burdens, and renewed federal focus on international payments, reporting, and evasion make U.S. operations more complex each year. We position the business to operate tax-efficiently while meeting every compliance obligation.
The review is the starting point. It usually finds something.
Planning and compliance in the same hands, so one does not undo the other.
A complete review of the business entity structure, its tax classification, capital structure, business stage, and exit opportunities.
U.S., state, and local income tax obligations, sales tax obligations, and the credit applications available to you.
International tax and business structure issues, including transfer pricing and structuring for cross-border operations.
Identifying the deductions, credits, and reduction opportunities that have been overlooked in past years.
James leads our Entrepreneurial and Global Tax Practice and serves in the CFO role for clients who want ongoing help managing and minimizing taxation. He has saved clients more than $50M in R&D tax credits, and leads our technical accounting work in mergers and acquisitions, equity accounting, revenue recognition, and international tax.
MEET THE LEADERSHIP TEAM →You will speak with the CFO for your market, not a salesperson. If the answer is no, we will tell you that too.