Capabilities
Tax Planning
Corporate tax strategy, M&A structuring, and entity design—aligned with your operations and coordinated with your CPA and counsel.
Tax touches every major decision.
Left unaddressed, it drives cash leakage, risk, and delay.
Cash leakage
Overpayments, missed credits, and suboptimal structures drain cash that could fund growth or distributions.
Risk
Aggressive positions without documentation or alignment with your advisors create audit and reputational exposure.
Decision drag
Deals and operating decisions stall when tax implications are unclear or siloed from the rest of the team.
Specific offerings.
We focus on advisory and coordination—not preparation or legal advice.
Entity architecture
Holding structures, legal entity rationalization, and jurisdictional alignment.
Intercompany design
Transfer pricing and intercompany agreements aligned with operations.
Scenario modeling
Tax impact of deals, restructurings, and key operating decisions.
Transaction planning support
M&A and carve-out tax structuring in coordination with your advisors.
Effective tax rate & cash tax
ETR optimization, credit utilization, and cash tax forecasting.
Incentive & credit mapping
Identification of R&D, jobs, and other incentives relevant to your footprint.
Compliance coordination
Handoff and timeline alignment with your CPA or tax preparer.
Governance & documentation
Policies and documentation to support positions and audits.
What you can expect.
A clear view of tax implications for strategy, M&A, and operating decisions.
Structures and processes that reduce surprise and support defensible positions.
Options and tradeoffs spelled out so leadership can choose with confidence.
How we work with you.
We match the engagement to the problem.
Discrete initiatives: deal structuring, entity redesign, one-time modeling.
Scoped deliverables, defined milestones, and a clear handoff to your team or CPA.
Weeks to a few months.
Ongoing support: quarterly planning, ad-hoc questions, and coordination with your advisors.
Dedicated capacity, regular touchpoints, and continuity across decisions.
Ongoing; typically 6–12 month initial commitment.
Deep integration: tax embedded in strategy, M&A, and operating rhythm.
Seat at the table for major decisions, documentation and process ownership, and direct coordination with your CPA and counsel.
Ongoing; multi-quarter or multi-year.
How engagements run.
Structured, with clear milestones and handoffs.
Discovery & scope
We align on objectives, constraints, and deliverables and confirm coordination with your CPA or counsel.
Analysis & design
We build models, map options, and draft recommendations with assumptions documented.
Review & refine
We socialize findings with your team and advisors and adjust as needed.
Deliver & handoff
We deliver final work product and support implementation or handoff to your preparers.
Tangible outputs.
What we produce—all advisory; no filing or legal work.
- Entity and holding structure memos
- Tax impact models and scenario summaries
- Intercompany and transfer pricing documentation
- Deal and restructuring tax memos
- ETR and cash tax projections
- Incentive and credit mapping
- Compliance calendar and handoff materials
- Policies and governance documentation
- Presentation decks for leadership or boards
- Ongoing coordination notes and action items
Common questions.
How does Ironvael work with my CPA?
Does Ironvael prepare or file tax returns?
Do you provide legal or legal tax advice?
How long do engagements typically take?
What do you need from us to get started?
How is pricing structured?
Do you work with companies outside our region?
What if we only need a one-off review?
Disclaimer: Ironvael provides advisory support and coordination; we do not provide tax filing or legal services. Tax preparation and filing are performed by your CPA or tax preparer. Legal advice should be obtained from qualified counsel.
Start a conversation.
Whether you have a discrete project or want ongoing tax strategy support, we begin with a no-obligation call to understand your situation and options.
Request a call
We'll respond within one business day.