Engineered Tax Solutions
Advisory for High-Stakes Transactions and Complex Tax Structures
Specialized expertise delivered by CPAs with 8+ years of Big 4 experience solving non-routine, high-exposure tax problems related to M&A, business sales, reorganizations, and multi-jurisdictional compliance.
Mitigating Seven-Figure Risks in Non-Routine Tax Matters
All Complex Tax Advisory Projects: Based on 8+ years of Big 4 experience serving Fortune 500 companies and managing complex tax projects, we deliver formal tax memoranda and tailored research of IRS Code and Publication to provide defensible answers for complex, non-routine challenges such as financing, international reporting, or specialized compliance—scaled for small and mid-market businesses.
Brother-Sister Reorganization: We review tax basis, model tax-free treatment, and manage the restructuring to ensure a compliant, efficient, and future-ready parent-group structure.
AP Withholding Tax Mitigation: We research IRC provisions to deliver a clear advisory opinion on the optimal structure for tax-free intercompany transactions.
M&A and Business Sale Structuring: We conduct pre-sale tax due diligence and model asset vs. stock structures to minimize capital gains—like using Section 1202—and maximize the seller’s net proceeds.
FAQs
Q: How does the experience of your CPA with a Big 4 firm benefit my complex advisory project?
A: That experience guarantees you receive Fortune 500-level technical depth and rigor for your project. Our CPA is trained to handle the most complex issues (like multi-jurisdictional reorganizations and sophisticated tax mitigation) but delivers the solution with the personal responsiveness and cost-effectiveness of a boutique firm.
Q: What is a formal Tax Memorandum, and why is it important?
A: It is a formal, written document signed by our CPA, detailing the facts, analyzing the relevant tax code, and stating our professional opinion on the tax treatment of a specific transaction. It provides audit defense documentation and high assurance for aggressive or complex positions.
Q: We are selling our business next year. When should we engage a tax advisor?
A: You should engage an advisor before you sign the Letter of Intent (LOI). The tax structure of the sale (asset vs. stock, escrow details, etc.) must be finalized early. Engaging us post-LOI limits the available tax-saving strategies.
Testimonial
We required a complex brother-sister reorganization with international entities. Their CPA led the project with the technical precision of a Big 4 firm, but with the responsiveness and personalized strategy we desperately needed. They delivered a solution that was clean, compliant, and optimized for our global tax structure." — Menggui Zhang, CFO of TSC MS Holding Inc.