You're Booked

Your TaxSure review is confirmed. Here's what happens over the next 10 days.

1. Intake

Submit your Tax Due Diligence Folder and schedule your call with Josh.

2. Review

We review the folder, work on the deal structure, or begin preparing everything needed for the F reorganization.

3. Report

You receive your professional tax guidance and can identify tax exposures, if any, for your deal.

4. Debrief

We walk through the report together on your Review & Q&A call.

You'll get an email confirming your intake details shortly. If anything comes up before then, reach us at legal@joshualowenthal.com.