Boutique tax advisory and fractional CFO services firm for stressed out business owners
Tax Due Diligence Services
With over 14 years of CPA experience serving business owners, investors, and corporations, we specialize in tax due diligence by helping clients make informed, confident decisions before they buy, sell, or invest in a business.
Our work focuses on identifying and quantifying tax exposures, compliance risks, and validating financial performance that can affect deal value, timing, and post-close outcomes. Each engagement is tailored to the transaction size, industry, and the client’s objectives. Her mission is to deliver clear, actionable insights that drive negotiation strategy and facilitate post-close success.
Our Services
✅ Buy-side tax due diligence: Comprehensive review of historical filings, nexus exposure, payroll and sales tax compliance, and federal/state income tax positions.
✅ Sell-side readiness assessment: Pre-sale evaluation of potential tax risks, accounting clean-up, and documentation support to prepare for buyer. This service is intended to maximize value, minimize surprises, and speed up a transaction for the seller
✅ Tax Exposure Quantification: Identification and analysis of potential tax liabilities (federal, state, local, and indirect) that could impact working capital or purchase price adjustments.
✅ Quick "Red Flag Tax Review": A rapid engagement designed to highlight the most material tax issues and exposures in smaller or time-sensitive deals. This is ideal for brokers or investors seeking a fast, focused assessment. Turnaround can be 5 – 10 business days.
Our Deliverables
✅ Tax Due Diligence Report
✅ Tax Exposure Schedule
✅ State & Local Tax (SALT) Matrix
✅ Red Flag Memo
Take our readiness questionnaire
If you're considering a transaction—whether it's a sale, merger, or investment—understanding your tax posture is critical. Our Tax Due Diligence Readiness Questionnaire helps you assess potential risks, uncover hidden exposures, and clarify your preparedness. In just a few minutes, you'll receive tailored insights that can guide your next steps with confidence. Start now and take the guesswork out of your deal readiness.
