What’s Included in Tax Diligence?

Phone Call with Sellers

We will create a tax agenda of items to go through and a request list. Typically the seller and a buyer rep are both on the call

Tax Return Reconciliation

You want to make sure the tax returns are matching what you see in the financials. We help with that.

Tax Exposure

We look at it all – income tax, sales tax, property tax, tangible personal property tax, state tax, etc.

Memorandum Deliverable

Acquisitions are all about having items “in the file” – and for good reason. We will give you a tax diligence memo for your file. On our letterhead.

Pricing

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Your tax due diligence pricing will be based on several factors. Some of these factors include:

  • Stock vs. Asset deal
  • History of the acquired target
  • Legal structure
  • Company size
  • State tax footprint
  • Employee count

Tax Due Diligence pricing can range from $1,500 – $5,000

Let’s Get You a Quote