Capital Efficiency
Taxation Advisory
We help organizations structure their affairs to minimize tax leakage while maintaining full compliance — covering domestic and international tax planning, transfer pricing, and dispute resolution.
The Challenge
Tax authorities across the US, Canada, and India are increasing enforcement activity, information sharing, and anti-avoidance scrutiny. The line between aggressive planning and acceptable optimization requires experienced judgment, not just technical knowledge.
Our Approach
Methodology
Tax Health Check
Review existing structures, filing positions, and compliance posture to identify risks and opportunities.
Strategy Design
Develop tax-efficient structures that align with business operations and withstand regulatory scrutiny.
Implementation
Execute restructuring steps with proper documentation, board resolutions, and regulatory filings.
Ongoing Monitoring
Monitor legislative changes, treaty developments, and enforcement trends that could impact the client's position.
What We Deliver
Service Offerings
Cross-Border Tax Planning & Structuring
Designing holding, operating, and IP structures that optimize effective tax rates across US, Canada, India, and treaty jurisdictions.
Transfer Pricing Documentation
Preparing contemporaneous transfer pricing documentation, benchmarking studies, and Country-by-Country reports under BEPS Action 13.
Tax Compliance & Return Preparation
US federal and state returns, Canadian T2 filings, and Indian ITR preparation for corporate entities, partnerships, and individuals.
Indirect Tax (GST / VAT / Sales Tax)
Advisory and compliance for multi-state sales tax nexus, Canadian HST/GST, and Indian GST across goods and services.
Tax Due Diligence (M&A Context)
Identifying tax exposures, contingent liabilities, and structuring opportunities in the context of acquisitions and dispositions.
Tax Controversy & Dispute Resolution
Representing clients before tax authorities in audits, appeals, and settlement negotiations across jurisdictions.
Client Perspective
“Their cross-border tax structuring saved us approximately 340 basis points on our effective tax rate. More importantly, the structure has withstood two tax authority inquiries without adjustment.”
Group CFO
Group Chief Financial Officer — Technology Conglomerate, Delhi NCR
Ready to discuss Taxation Advisory?
Every engagement begins with a confidential conversation to understand your specific situation.