The Region's Only M&A Tax Specialists

Tax Strategy That
Protects Your Deal
from Start to Close

Proactive Accounting Solutions is the only firm in the area combining full-service business tax advisory with dedicated mergers & acquisitions consulting — giving your transaction a decisive edge.

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Why Clients Choose Us
⚖️
Exclusive Local Expertise
The only local firm with dedicated M&A tax advisory — no generalists, no hand-offs.
🔍
Pre-Transaction Planning
We identify tax exposure before due diligence begins, protecting deal value.
📊
Structure Optimization
Asset vs. stock, §338 elections, earnouts — we model every scenario.

The Only M&A Tax Advisory Firm in the Area

Business Tax Planning · Mergers & Acquisitions · Entity Structuring · Exit Strategy

What We Do

Comprehensive Tax Services
for Every Stage of Business

From everyday business tax compliance to complex multi-entity deal structuring, we provide the full spectrum of expertise your business needs — under one roof.

01
Business Tax Planning & Compliance
Strategic federal and state tax preparation, quarterly planning, and proactive year-round advisory to minimize your effective tax rate and eliminate surprises.
Year-Round Advisory
02
Mergers & Acquisitions Tax Advisory
End-to-end M&A tax support: deal structuring, due diligence review, purchase price allocation, representations & warranties, and post-closing integration planning.
Exclusive Local Offering
03
Entity Structure & Reorganization
Whether you're forming a new entity, restructuring an existing one, or converting ahead of a transaction, we engineer the optimal tax-efficient structure for your goals.
Growth Planning
04
Exit & Succession Planning
We help owners plan and execute tax-efficient exits — whether selling to a strategic buyer, private equity, or transitioning to family — preserving generational wealth.
Wealth Preservation
05
Tax Due Diligence
Before you sign, we review target company tax history, identify contingent liabilities, and surface risks that can affect purchase price or deal viability.
Buyer & Seller Side
06
Multi-State & Federal Tax Strategy
For businesses operating across state lines, we manage nexus analysis, apportionment strategies, and coordinate federal and state filing to prevent double taxation.
Multi-Jurisdiction
M&A Tax Consulting

The Only Local Firm Dedicated to Deal-Side Tax Advisory

Most accounting firms treat M&A as an afterthought. We've built our practice around it. Every transaction phase has distinct tax risks — we manage them all.

01
Pre-Transaction Structuring
Determine optimal deal structure (asset vs. stock purchase), model tax consequences for both buyer and seller, and identify pre-close restructuring opportunities.
02
Tax Due Diligence
Deep review of the target's historical returns, tax liabilities, credits, NOLs, uncertain positions, and exposure to audit — quantified and clearly communicated.
03
Closing & Allocation
Purchase price allocation under IRC §1060, day-one tax position elections, and proper treatment of transaction costs to maximize post-close tax benefits.
04
Post-Close Integration
Combine tax profiles efficiently, manage change-in-control limitations on NOLs under IRC §382, and align the combined entity's tax strategy going forward.
100%
M&A Focus
in the Area
Both
Buy-Side &
Sell-Side
All
Deal Sizes
Served
Full
Lifecycle
Coverage
"The tax structure of a deal can be worth as much as the negotiated price. A poorly structured transaction can cost an owner 15–30% of deal value in avoidable tax — before the ink dries."

— Proactive Accounting Solutions
Our Difference

Why Businesses Trust
Proactive Accounting Solutions

🏆
Unmatched Local Specialization
No other firm in the region offers dedicated M&A tax consulting. You get specialist-level guidance without traveling to a big city firm.
🔒
Proactive, Not Reactive
We identify tax issues before they become problems — not after your deal closes or the IRS sends a notice.
🤝
Direct Partner Access
No junior staff hand-offs. You work directly with experienced advisors who know your business and your transaction inside out.
📐
Deal-Tested Expertise
From small business acquisitions to complex multi-entity transactions, we've structured deals of every shape and guided owners to better outcomes.
Get Started Today

Ready to Protect Your
Next Business Transaction?

Whether you're planning an acquisition, preparing your business for sale, or simply want smarter tax strategy — Proactive Accounting Solutions is your local advantage.

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