Outside Tax Director

Bringing large accounting and Big Law tax expertise to small and mid-size businesses. Bring your business to the next level with professional tax advice and counsel in as little as a 15-minute phone call with Josh.

As a small or mid-size business, you often do not have the capital to bring on a full-time Tax Director.  Like a fractional CFO, Attorney Josh can step in to help your business make savvy tax decisions that will save your company’s hard-earned cash from the government. Attorney Josh will break down your financials, provide winning tax-saving strategies and work with you through execution; all you have to do is schedule a no-obligation consult today. From your very first call, attorney Josh will walk you through the process and answer any questions you have so that you can be confident that your plan takes care of your business and your employees.

Outside Tax Director Services

 

Corporate Restructuring

Throughout a company’s lifecycle, there are pressures that require companies to evolve to meet their market’s needs. An outside tax director can help your company determine the most efficient business forms to take, plan out the reorganization process, and ensure a smooth transition.


 

End-of-Year Tax Planning

Most transactions take place close to December 31 or January 1. As a business owner, it there is significant end-of-year planning that you can do to save you and your business hard-earned cash. Some of the largest companies have internal tax departments that ensure that all planning has taken place during the current tax year. You too can play with the big dogs by having an outside Tax Director help manage you and your company.


 

Mergers & Acquisitions

Sometimes you are looking to grow your company by acquiring another company. Other times you are looking to sell your business and reap the rewards of years of hard work. As an outside Tax Director, I can help represent your and your company throughout the acquisition process so that you can achieve your goals and the American dream.


 

Outside Tax Director

What are the benefits of a Tax Director?

All of the big dogs have internal tax departments filled with attorneys, accountants, and financial advisors. As a growing business, I understand that resources can be scarce. An outside Tax Director can help you become more tax-efficient both during operations and throughout the merger and acquisition lifecycle.

A Tax Director periodically reviews the company’s financial position, keeps an eye on current updates in the Tax law, and provides guidance and insight into recent developments. Tax directors can also help provide guidance on entity selection, manage reorganizations, and the creation of subsidiaries as needed.

How is a Tax Director different from a CFO?

This is a question that comes up frequently and the answer is there are a lot of differences! Typically, a Chief Financial Officer or CFO, is a business administrator with strong financial background. A CFO will help review company financials, work with the finance department to provide financial forecasting, and works closely with the CEO.

A Tax director focuses solely on tax issues. It is our job to keep current on recent developments in Federal and State tax issue and apply them to your company. Unlike a CFO, tax directors typically have deep tax knowledge, have worked in large law firms or public accounting firms focusing exclusively on building our craft.

Are you interested in learning how a Tax Director could benefit your company? Schedule a no obligation consult using the button below.

As a Tax Director can you provide other General Counsel Services?

Yes! Although my focus is in taxation, I am still a lawyer and can provide a wide range of services to your business. I can assist in formations, corporate governance matters, trademarks, taxes, and more!

What are the Costs Involved?

Working with an Outside Tax Director

  • Contact Josh

  • Schedule your NO OBLIGATION consult to discuss your business and how a Tax Director can help you

  • Josh steps in as your Tax Director saving you thousands of dollars in Taxes every year

Resources

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