Tax Advisory & Transactions

Accounting Method Services

Each business should constantly evaluate the implications of international, national, and local accounting method changes, including potential consequences on current and deferred tax. Our advisory services are designed to optimize tax accounting methods, with a focus on liability, effective tax rate management, and tax risk mitigation.

Finance & Treasury Tax Advisory

Global tax reforms can have significant tax implications for your finance and treasury functions. We collaborate with you to assess, support, and build the treasury function your organization may need today, while advising on future enhancements as your organization grows — with comprehensive and practical advice on the tax impacts of financial transactions.

Government & Tax Authority Services

Tax authorities around the world need help to modernize and streamline their operations. We are here to help governments and public sectors by supporting tax technology and operational transformation. This includes:

• Reviewing requirements and business processes

• Developing specifications

• Digitizing tax calculation

• And more

Government Grants, Credits & Incentives

Understanding and prioritizing the right government incentives for your organization can be time-consuming and challenging. Our government grants, credits, and incentives practitioners globally provide support to help organizations around the world pursue incentives and execute effective strategies.

High Net Worth Individuals & Family Enterprises Compliance

Whether you are a privately owned organization, a family enterprise, or a high-net-worth individual, Deloitte Private practitioners are here to help support your complex tax needs. Our advice can address the complex interrelationships of a privately held business and its owners, family offices, and employees.

Indirect Tax Recovery & Advisory

Get advice and support processing and managing your VAT/GST refunds with our global network of tax practitioners. We support an end-to-end process, from opportunity identification through data collection and analysis, preparation and submission of refund claims, and any follow-up. We can help you streamline processes and increase transparency, reducing the time and expense of VAT/GST recovery.

Intellectual Property Management

Smart intangible assets management, especially with a focus on intellectual property (IP) protection, can give you a significant competitive advantage. We advise on creating, owning, and monetizing intangible assets in line with your business models while evaluating the impact of these assets on your company’s global effective tax rate.

Legal Entity Structuring

Business units of multinational organizations should not—and cannot—operate in isolation; actions can have far-reaching effects on business decisions and tax provisions across the organization. Our legal entity structuring teams analyze local, bilateral, and multilateral treaties, laws, and regulations to clarify the impact of global operating structures on your tax obligations.

M&A Tax Due Diligence & Structuring

Complex business transactions—restructuring, new markets, purchase, or sale entities — may require the dedicated attention of experienced financial, accounting, legal, and tax practitioners. We can help businesses going through mergers, acquisitions, joint ventures, or equity investments, to navigate these complex business transactions.

Other US Multistate

If you are operating in the US, you are required to manage complex and frequently changing tax legislation for each tax jurisdiction you do business in. Whether your company is domestic or foreign, we can help you align your multistate tax position with business objectives and strategies, delivering tailored high-value advisory services, and addressing each client’s state and local tax needs through various stages of the business life cycle.

Post-Merger Integration

Following any merger or acquisition, businesses may need practical strategies to reduce tax risks and maximize the likelihood of post-merger tax benefits. Working closely with legal and financial advisers, we review transaction documentation, release post-merger value, and manage local country requirements and tax risks.

Supply & Value Chain Tax Advisory

Deloitte’s value chain alignment teams can help you integrate corporate operating models with global tax strategy into the management of your company for optimal value. We can help you navigate ever-changing laws and regulations affecting how you manage and report your taxes.

Tax Controversy

Multinational organizations can spend enormous time and resources managing tax controversies and disputes across numerous jurisdictions. Our tax dispute resolution teams include former tax authority officials, alternative dispute resolution practitioners, and, in many countries, tax litigation specialists, who support you at each stage of a tax dispute resolution cycle.

Disclaimer:
Deloitte Private is the brand under which firms in the Deloitte network provide services to privately owned entities and high-net-worth individuals.