Know What You're Buying, Before You Buy It
TaxSure is a flat-fee tax review for business buyers, built and reviewed by a practicing M&A and tax attorney who has a wealth of industry knowledge and experience.
Book Your ReviewIs TaxSure Right for You?
Built For
- Buyers who need to understand tax exposure before closing an acquisition
- Searchers who want clear guidance on their deal and comprehensive tax counsel as part of their deal team
- Sellers structuring an F reorganization ahead of a sale, and buyers looking to help a seller structure and effectuate that reorganization prior to closing
Not a Fit
- Tax preparation or a replacement for your CPA
- Ongoing tax advisory or compliance work
- Looking to "reduce my tax bill to $0"; this is real tax law for real buyers, and we don't explore strategies like hiring your kids or the Augusta rule
Where TaxSure Fits
TaxSure runs on three defined lanes. TaxSure is meant to run lean and be hyper-focused, because we want to ensure that you are getting the highest quality service possible. If your matter falls outside them, we will tell you plainly during the intake call, before any fee changes hands.
Buyer-Side Tax Due Diligence
One of the biggest mistakes buyers make is not thinking about taxes before closing. TaxSure is for buyers acquiring a business who need to understand tax exposure before closing. We review federal and state income tax, sales and use tax, payroll tax and worker classification, entity structure, prior M&A activity, and nexus exposure, then give you a report and walk you through where potential exposures lie and where there may be an opportunity to renegotiate on price.
LOI & Structuring Support
For searchers and buyers deep in negotiations who are starting to think about whether they should qualify for QSBS, whether the deal should be structured as an asset sale or a stock sale, whether a deemed asset sale election makes sense, and what needs to be negotiated. TaxSure helps you structure the deal to get the outcome you want while still meeting the seller where they are.
Seller-Side F Reorganization Support
For sellers structuring an F reorganization ahead of a sale. We work through the structuring mechanics and the tax consequences so the reorganization holds up under buyer diligence.
What You Get
Two structured meetings and one written report. Not an open-ended engagement, not a retainer, and not a substitute for your CPA's ongoing compliance work.
1. Intake & Structuring Conversation
A one-hour call to understand the deal, the entity structure, the timeline, and what documents we need from you before review can start.
2. Tax Due Diligence Report
We review your Tax Due Diligence Folder and identify red-flag concerns across federal income tax, state income tax, sales and use tax, payroll tax, and entity structure, organized by what matters most, not by document order.
3. F Reorganization Support
We prepare everything needed to effectuate a proper F reorganization, including entity formations, corporate governance, and tax elections, and walk you through every step of the process.
4. Review & Q&A
A second one-hour call to walk through the report findings, answer your questions, and talk through what, if anything, should change about the deal before you close.
Why TaxSure
Most buyers don't think about taxes as part of diligence, and their advisors often overlook it, assuming it will get handled later or that it's too small to worry about. That's rarely true. Every deal has a tax angle, and every deal deserves a proper tax review. That's why we built TaxSure. Every report and recommendation is reviewed and stands behind Josh's judgment before it reaches you. Each engagement is a flat fee with a defined scope, not an open-ended engagement or a billable surprise. It's structured outside tax counsel built for a specific transaction, not generic advisory.
