Private Equity Tax Services

At Daszkal Bolton we are keenly aware of the vital role tax compliance and advisory plays in delivering value to private equity firms.  With this in mind the firm has assembled a group of specialized professionals with Big 4 and national firm experience to help portfolio companies meet their goals. 

Tax Services for Private Equity Portfolio Companies

  • Tax Compliance and Consulting services
  • Capital account maintenance services
  • Tax minimization strategies
  • International tax planning, including tax structuring and transfer pricing
  • State and local (indirect tax) planning for operations and expansions
  • Federal, state, and local tax controversy
  • Tax planning and analysis of the divestiture of a portfolio company
  • See our tax services page for more information

M&A Tax Services for Private Equity

  • Transaction structuring and modeling
  • Pre-transaction tax optimization
  • Pre-deal and due diligence
  • Post-transaction tax planning
  • Merger integration

Key Contacts

Partner | International Tax Practice

Director | State & Local Tax

Director | Tax Transaction Advisory Services

Related Blog Posts

Person using calculator

Year-End Tax Planning for Calendar Year 2021

Executive Summary Year-end tax planning not only provides an estimate of your 2021 tax liability, it can also reveal opportunities to lower your overall tax liabilities!  For cash basis taxpayers, defer income and accelerate expenses,

Read More

Contact Us

To learn more about private equity tax services at Daszkal Bolton, simply complete our contact form, or call (561) 367-1040.