How TaxSure Works

A flat-fee tax review, built around two working sessions, structuring, and one clear report. No retainer, no open-ended scope.

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The Process

Two meetings, one deliverable, one TaxSure buyer.

1. Intake & Structuring Conversation

A one-hour call to understand the deal, the entity structure, and what documents we need from you.

2. Tax Due Diligence Report

We review your Tax Due Diligence Folder and identify red-flag concerns across federal, state, and payroll tax exposure, then prepare a comprehensive report covering deal structure considerations as well as tax exposures.

3. Review & Q&A

A second one-hour call to walk through the report findings and answer your questions before you close the deal.

What Gets Reviewed

Every engagement starts from the same checklist, then narrows to what actually matters for your deal.

Federal income tax returns
State income taxes
Gross receipts tax
Sales tax and use tax
Bulk sales tax and successor liability issues
Payroll taxes, including worker classification and QSBS eligibility
Entity structure (C corporation vs. LLC vs. S corporation, S corp eligibility and inadvertent termination risk)
Prior M&A activity
Nexus and multi-state filing footprint
Deal structure advisory, including the tax differences between an asset sale and an equity sale

Where TaxSure Fits

Three defined lanes. This is not a one-stop shop for all of your tax needs. You still need your CPA, and you still need your CFO. We are your support for the deal.

Buyer-Side Tax Due Diligence

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 flag what could affect price or terms.

LOI & Deal Structuring

For searchers who are still early in the process or thinking about structuring their deal appropriately. We review everything and make sure the deal is structured in a way that meets your goals, maintaining optimal tax outcomes for all parties involved, but specifically yours.

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.

Ready to see what's actually in the deal?

Flat fee. One clear report. Confidence in closing.