Tax
Entity structure, research, credits, audit support and state and local tax — positions that hold up when they are looked at closely.
Optimise. Protect.
Tax
Discipline 04 of 06
Positions are taken to be defended. That means documented as they are taken, sized against the commercial benefit, and never dependent on nobody ever asking. The aggressive-looking answer that unwinds under examination costs more than the plain one ever saved.
Discuss a tax engagementWhat it covers
The work
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01
Entity structuring
The optimal entity for what the business actually does, how it is owned and where the money is meant to end up — the form and the election decided together, and revisited when the answer stops being true.
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02
Tax research
A written answer to the specific question, with the authority it rests on cited, produced before the position is taken rather than assembled after it is queried.
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03
Credits and incentives
Federal and state credits and economic development incentives the business is already eligible for, and what has to be documented and kept to hold them.
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04
Audit support
Standing with you through examination by a taxing authority — the responses, the workpapers, and the contemporaneous record of how the position was reached.
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05
State and local tax
Where activity creates a filing obligation, how income is apportioned between states, and the sales and use tax exposure that accumulates quietly until somebody asks for it all at once.
Method
How we work on it
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01
Commercial purpose first
The transaction has to make sense before the tax treatment is considered. Structures built for the treatment alone are the ones that fail.
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02
Document at the time
Reasoning is recorded when the position is taken, not reconstructed under examination years later.
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03
Size the benefit against the risk
Some planning is not worth what it costs in complexity, fragility and attention. We say so.
Alongside
Read with the other disciplines
Start here
Talk to us about tax
Describe the decision in front of you. You will get a considered reply and a straight answer about whether this is work we should be doing.