Our experts at A&M possess knowledge of the ever-changing tax landscape across the globe and our proven results can optimize your success.

Alvarez & Marsal’s Federal Tax solution is the day-to-day central support for clients’ annual income tax reporting, with a focus on structure implementation and documentation from acquisitions and other transactions. We act as the tax management hub, advising companies on how income tax affects their business decisions, bringing in specialty teams as needed to find solutions. 

We work closely with portfolio companies to create value and mitigate risk over the lifecycle of a business, especially when preparing for acquisition, in order to establish a sound tax position for the new entities. 

A&M Tax federal tax professionals bring years of experience in helping clients quickly navigate the increasingly complicated landscape of transactional obligations and tax structure efficiencies. 

Specific services:

• Federal Tax Reporting and Compliance
• Structure Implementation and Documentation
• Tax Department Performance Optimization
• Restructuring / Troubled Company Tax Solutions

What are the Benefits of A&M’s Federal Tax Service?

Transaction tax planning and strategy can drive significant value for companies by reducing costs, improving cash flow, and minimizing tax liabilities. 

As part of our comprehensive federal tax strategy process, we can assist with an overall plan to meet your tax obligations efficiently. A&M’s experts will provide assistance in developing and documenting a tax structure for transactions, working as true, day-to-day advisors. Some client benefits include:

• Risk mitigation: During transactions, unresolved tax issues can cost money. By approaching the project with an eye for diligence our clients are better prepared for exit and can limit exposure
• Improved value: We help companies capture value in transactions by resolving issues beforehand to reduce tax liabilities and improve tax structures
• More than just tax services: Our relationships with our clients and our comprehensive advisory expertise means we are a trusted advisory for companies in their daily decision making

Why should you Use A&M’s Federal Tax Services? 

Our Federal Tax team customizes its approach to the client’s business strategy, acting as a true partner to create value, save taxes and position the organization for optimal transaction outcomes.

As an independent tax advisory service, we are free of audit-based conflicts of interest. A&M Tax is your solution to today’s pressing tax issues. Clients value us for our: 

• Responsiveness: A&M applies the right team to the right challenge when the client needs crucial tax advisory assistance
• Independence: Since we are not an audit firm, we can independently advise the client in all areas of their business, assisting management in ways that the Big Four cannot
• Trusted business advisory: We develop a relationship of trust with the client so when they call about an issue, they know we’ll respond. Clients quickly learn that we can assist in many non-tax related matters: We work as a partner in the business
• Deep bench of transaction experience: Our practice is so much more than filing tax returns and maintaining compliance. We have a wealth of transactional and other resources at A&M that we can tap at a moment’s notice, providing our employees with extensive careers working across many areas which our clients value

For more information, contact Managing Directors Adam Uttley, Tom Aiello, Jennifer Hicks, and Michael Eagan.

LEARN MORE ABOUT OUR FEDERAL TAX SERVICES