Tax Planning & Advisory

Overview

What we deliver

We design tax-efficient structures, model the impact of planned transactions, and translate IRS, HMRC, CRA, and ATO rules into clear action.

Tax decisions made late cost more than they should. We work alongside finance leaders to plan the year before it begins, model entity, dividend, salary, and capital structures, and review every material transaction against the relevant statute. Our advisors cover federal and state income tax in the United States, corporation tax and VAT in the United Kingdom, federal and provincial filings in Canada, and company tax and GST in Australia. We benchmark effective tax rates, surface deferred tax positions, and explain the trade-offs in plain language. Whether you are weighing an acquisition, a cross-border hire, an R&D claim, or a group reorganization, we give you a written position, the supporting authority, and a clear implementation plan. The output is a tax roadmap your board, auditors, and revenue authority can stand behind. Book a Call to scope your next planning cycle.

Fit Check

Built for teams like yours

Who it's for

CFOs of mid-market groups
Founder-led companies preparing to scale
Private equity portfolio finance teams
US inbound and outbound subsidiaries
Owner-managed UK and Canadian firms

Pain points we solve

Surprise tax bills at year-end
Unclear effective tax rate drivers
Missed reliefs, credits, and elections
Weak documentation for tax positions
Reactive rather than planned filings

What's included

Capabilities

Everything we cover in this engagement.

Annual tax planning calendars
Entity and group structure review
Effective tax rate modeling
R&D and innovation incentive claims
Capital allowances and depreciation strategy
Owner remuneration and dividend planning
Tax provision and deferred tax workings
Position papers and technical memos

How we work

Our process

A clear, predictable path from kickoff to outcomes.

01

Discovery

We review filings, structures, and forecasts to map your current tax footprint.

02

Risk and opportunity scan

We benchmark positions against US GAAP, IFRS, or UK FRS and the applicable tax code.

03

Strategy build

We model scenarios, quantify savings, and document recommended actions.

04

Implementation support

We coordinate with legal, payroll, and operations to execute approved steps.

05

Monitor and refresh

We track outcomes, update for new guidance, and adjust the plan each quarter.

What you get

Deliverables & outcomes

What you get

Annual tax planning memo
Effective tax rate model
Position papers with statutory references
Election and filing calendar
Provision and deferred tax workpapers
Quarterly advisory call notes

Outcomes you can expect

Lower and more predictable ETR
Reliefs and credits fully claimed
Defensible documentation on file
Aligned tax, finance, and operations
Fewer surprises at year-end close

Timeline

4 to 8 weeks for initial plan, ongoing quarterly cadence

Engagement

Monthly retainer, Project, Sprint

Tools we use

CCH Axcess, Thomson Reuters ONESOURCE, Bloomberg Tax, Alphatax, Excel

KPIs we track

Effective tax rate, cash tax paid, credits claimed, filing accuracy, advisory turnaround time

Client stories

What clients say

"

Two weeks before our seed round we still did not have a defensible model. Their fractional CFO rebuilt our three-statement forecast, pressure-tested the assumptions, and walked me through every line before the partner meeting. We closed 1.4M on the terms we wanted. The investor specifically called out how clean the financials looked compared to the last five decks she had seen.

Hannah B.

"

Holiday season was about to break us. We needed 22 agents in six weeks and our internal hiring pipeline could not move that fast. They staffed it, trained on our tone guide, and ran nesting alongside our senior reps. CSAT actually went up by three points during peak. First Q4 in four years my support lead took her vacation.

Tom H.

Proof