What areas of tax do you cover?
We offer tax leadership on your finance team across key tax areas:
- Corporate Income Tax (compliance, planning, ASC 740)
- International Tax (structuring, GILTI, transfer pricing)
- Transfer Pricing (planning, documentation requirement, audit defense)
- VAT — domestic and international
- Customs and Tariffs
- Transaction Tax (M&A, due diligence, IPO readiness)
- Tax Credits and Incentives (R&D, investment incentives)
- Tax Controversy and Audit defense
- Tax Risk Management & Governance
Scope is flexible based on your business needs.
What is your team’s experience with companies in my industry and size?
Our team has broad experience with medium-sized and growth-stage companies across industries such as tech, manufacturing, life sciences, sustainability, semiconductors, real-estate, energy, and AI.
All our professionals have held tax leadership roles, combining technical expertise with business understanding to provide clear, practical answers.
Can you work with a global team of controllers or tax professionals?
Yes, we regularly collaborate with global finance teams—controllers, FP&A, business managers, and local tax experts. We act as the central point of contact, ensuring consistency, clear communication, and alignment across regions.
Why not just use the company’s external tax advisor (CPA or law firm)?
External tax advisors are an excellent source of advice, we work closely with all firms. An external advisor usually responds to the company’s inquiries, and does not proactively identify issues ahead of time.
Your Tax Director –
- Can “connect the dots” – knows the company, understands the impact of one issue on other issues and integrates into your decision-making process.
- Ensures you get exactly what the company needs from your external advisors—no more, no less.
- Estimates and mitigates tax risks according to the advisors’ position and the company’s risk profile.
We work side by side with your finance team, ensuring that tax is not just an afterthought but a managed, forward-looking function.
Can you support both U.S. and international tax issues?
Yes. We understand U.S. federal and state taxes as well as international tax planning including GILTI, FDII, BEAT, transfer pricing, repatriation, and coordination with local advisors
Can you support special projects (restructuring, M&A, IPO readiness)?
Yes. We assist with:
Entity restructuring and business model changes
M&A due diligence and integration
IPO readiness
Transaction modelling
How is your service structured— project-based, or retainer?
Flexible models:
Retainer: Ongoing support (1–3 days/week on-site)
Project-Based: For specific needs like M&A, IPO, audit defense
Hybrid: Retainer with project-based add-ons
Will I have a dedicated Tax Director or rotating consultants?
You will have a dedicated Tax Director on-site, supported by specialists as needed. This ensures continuity, business knowledge, and accountability.
Do your professionals work on-site or remotely?
Our Tax Directors work on-site 1–2 days per week, with additional availability remotely. This approach ensures full engagement and proactive support.
What is your fee structure?
Hourly Rate: For ad hoc or limited-scope projects
Monthly Retainer based on agreed scope of time: For ongoing support and availability
We aim for transparent, predictable pricing, tailored to your engagement style.
What kind of reporting or dashboards will I receive as CFO?
Transparency is utmost important. We provide regular status updates and, when relevant, dashboards or summary reports, such as Filing and payment deadlines; Open issues and action items; Provision status and key positions; Audit status (if applicable) and Estimated tax liabilities and cash flow impact.
Our goal: Tax visibility for leadership.
Do you use secure systems to handle sensitive financial data?
Absolutely. In most cases, our Tax Directors work within the client’s secure platforms for document exchange and emails. Data security and confidentiality are a top priority. We follow strict protocols for secure data handling, including the use of encrypted communication channels and controlled access to shared files.
What are the typical deliverables?
Deliverables may include:
- Tax provision calculations and internal memos
- Tax returns (preparation/review) and workpapers
- Transfer pricing policy papers and adjustments
- Tax risk assessments and governance reports
- Review of commercial agreements
- Audit defense files
- Internal guidelines and procedures (for SOX, legal, finance)
- Compliance calendars and tracking tools