Specialty Tax Services for eCommerce & Consumer Products Businesses

Today, many consumer brands have inventory spread across fulfillment centers and sales flowing through multiple platforms. It’s a scenario that can trigger tax obligations across dozens of states, but with our support, you can stay compliant and avoid surprises.

• Income & Franchise Tax Nexus Studies: Identify where your business is required to file based on physical presence, economic nexus thresholds, affiliate activities, and apportionment factors.
  
  
• Sales & Use Tax Nexus & Taxability Reviews: Determine where you have sales tax obligations and clarify the taxability of your products or services across jurisdictions, including digital goods and bundled offerings.
  
  
• Voluntary Disclosure Agreements (VDAs): Resolve prior-year liabilities and reduce penalties.
  
  
• Sales Tax System Setup & Support: Establish processes to handle tax collection, remittance, and exemption management across platforms.

Our guidance reduces audit risk, supports compliance, and protects your margins.

As brands expand into international markets, tax planning grows significantly more challenging. We bring structure and efficiency to your global growth.

• Permanent Establish (PE) and Other Taxable Presence Analyses: Assess cross-border activities to determine whether a taxable presence exists under U.S. and foreign laws (factoring in treaty applicability), helping mitigate unexpected exposures and avoid triggering filing obligations prematurely.
  
  
• Outbound & Inbound Structuring: Optimize the structuring of international expansions to achieve tax efficiency.
  
  
• Customs & Tariff Strategy: Support planning for customs classification, first sale strategies, and supply chain optimization.

Our global tax planning experience helps you scale internationally while managing tax exposure.

Whether you’re raising capital, selling your brand, or acquiring another, we provide clarity at every stage of the transaction process.

• Transaction Structuring: Our guidance helps buyers and sellers structure transactions to support long-term value creation.
  
  
• Buy-Side and Sell-Side Due Diligence Support: Identify and quantify exposures tied to a variety of federal, state & local, and international tax issues.
  
  
• Post-Transaction Integration: Support integration of entities, systems, and reporting structures across jurisdictions.

We help you close high-stakes deals with confidence and proactively tackle diligence and structuring issues.

Growth-stage brands often rely on equity to attract and retain top talent. We help you design plans that make sense from both a tax and cash flow perspective.

• Restricted Stock Awards (RSAs) & Restricted Stock Units (RSUs): We advise on restricted stock and RSU grants, considering vesting schedules, liquidity events, and 83(b) election strategies to align business priorities with timing and tax implications for the grantees.
   
• Nonqualified Stock Options (NSOs) & 409A Compliance: We advise on the structure and timing of NSO grants to align with hiring goals and minimize ordinary income exposure. We also ensure compliance with Section 409A valuation and deferral rules to avoid costly penalties.
  
  
• Incentive Stock Options (ISOs): We help structure ISO grants to support retention and exit strategy goals while meeting the requirements of Section 422.
  
  
• Partnership Profits Interests, Capital Interests, and Options: For partnership and LLC structures, we help you optimize the granting of equity interests through profits interests, capital interests, and options to align incentives while addressing allocation and valuation issues.

Our goal is to help you build compensation structures that attract top talent, support long-term goals, and hold up under tax and legal scrutiny.