Pricing

One flat fee, agreed before work begins. You know the full cost of your tax support before you sign anything, not after.

Tax Due Diligence Review

Starting at $5,000

What's included

  • Intake & Structuring Conversation (1 hour)
  • Full Tax Due Diligence Report identifying red-flag concerns
  • Strategy on deal structuring, including asset sale vs. stock sale analysis, and 338(h)(10) and 336(e) election review
  • F Reorganization documents and assistance effectuating the reorganization (if applicable and agreed to)
  • Review & Q&A session (1 hour)
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What This Isn't

This is not tax preparation, not ongoing advisory, and not a replacement for your CPA. It is a bounded, one-time engagement with a defined scope and a defined fee. If your matter falls outside a buyer-side tax due diligence review, tax strategy and structuring for your transaction, or a seller-side F reorganization, we will tell you plainly on the intake call, before any fee changes hands.

We understand the variable costs involved in preparing for a deal, and we want to give you clarity on what we're doing and what you're getting. We price this way because the scope is fixed going in. You are not billed for internal back-and-forth, and you will not be asked to renegotiate scope once the engagement has already started. Instead, this aligns our incentives with yours to get the deal done as quickly as possible.

One fee. One report. Clarity in your deal.

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