Tax Advisory

Filing on time is table stakes. The actual work is upstream of the filing: entity structure decisions before you incorporate a second subsidiary, R&D credit documentation captured in real time instead of reconstructed under deadline pressure, and state nexus reviews before a remote hire in a fourteenth state creates a filing obligation nobody noticed.

We run federal, state, and multi-jurisdiction planning for companies from formation through exit, R&D tax credit studies that hold up under IRS examination (we document contemporaneously, not retroactively), and estate and gift tax planning for founders and family offices.

Our tax team includes two former IRS revenue agents, which changes how we build a position — we write memos assuming they’ll be read by someone whose job used to be finding the hole in exactly this kind of argument.