Tax Transaction Services

Some of the most complex situations in business are also the most important. At Mowery & Schoenfeld, we focus on proper planning and structuring throughout all stages of your transactions to ensure the best possible end result for your business as well as for your tax positions.

When you buy, sell, or reorganize a business — whether it’s a C-Corp, an S-Corp, an LLC, or a partnership — certain tax implications are associated with your transaction. With our thorough knowledge of federal, state and local tax codes applicable to businesses and business owners, Mowery & Schoenfeld can help you structure your deal to ensure an ideal outcome.

We guide you throughout the entire cycle, with transaction tax advisory services that range from setting acquisition/selling strategies and tax due diligence to closing the deal and post-sale implementation. For sellers, we help defer and minimize the sale-of-business tax costs; for buyers, we help accelerate tax benefits. We’re well versed in the tax implications associated with different entity structures and skilled at finding the best transaction structure to minimize after-sale tax results.

Not only do we help you minimize tax ramifications, but we also provide accounting services to ensure that the deal is correctly reported and that proper accounting systems are in place. Trust us to give the right advice on acquisition strategies and deal negotiations from beginning to end.

Some of the ways we’ve helped our clients close a successful transaction include:

• Choice of entity structure for new and existing companies
• Stock sale vs. asset sale analysis
• Due diligence and transaction planning
• Buy/sell agreement review and implementation
• Entity, flow-through, and individual tax planning
• Post transaction support and implementation