Tax Advisory Services by OB
At OB, we provide strategic tax advisory services that go beyond compliance to deliver real business value. Our expert advisors help businesses and high-net-worth individuals navigate complex tax situations, optimize tax positions, and achieve strategic financial objectives with confidence and precision.
About OB Tax Advisory Services
Strategic tax guidance backed by decades of experience and deep technical expertise
For over 25 years, OB has been at the forefront of strategic tax advisory, helping clients navigate the most complex tax environments and achieve optimal outcomes. Our team of former Big 4 tax partners, IRS specialists, and industry experts bring unparalleled experience to every engagement, combining technical excellence with practical business insights.
Strategic Tax Planning
We develop proactive tax strategies that align with your business objectives and create sustainable competitive advantages through optimized tax positions.
Risk Management
Our comprehensive approach to tax risk management helps identify, assess, and mitigate potential exposures while maximizing compliance efficiency.
Business Integration
We integrate tax strategy with overall business strategy, ensuring tax considerations support rather than constrain your growth and operational objectives.
Core Tax Advisory Services by OB
Comprehensive tax advisory solutions delivered with OB's signature strategic insight
Strategic Tax Planning
Service Components
- Comprehensive tax position analysis and optimization
- Entity structure planning and restructuring
- Tax-efficient capital allocation strategies
- Executive compensation and benefits planning
- Succession and estate planning integration
- International expansion tax planning
- State and local tax optimization strategies
- Tax credit and incentive maximization
OB Advantage
Our strategic tax planning combines deep technical expertise with business acumen, ensuring tax strategies support overall business objectives while maximizing tax efficiency.
M&A Tax Advisory
Service Components
- Transaction structure analysis and optimization
- Tax due diligence and risk assessment
- Purchase price allocation and tax basis analysis
- Post-acquisition integration planning
- Carryforward attribute preservation strategies
- Cross-border transaction structuring
- Private equity and venture capital tax planning
- Divestiture and carve-out tax strategies
OB Advantage
With experience advising on hundreds of M&A transactions, we bring practical insights that help maximize deal value and minimize tax risks throughout the transaction lifecycle.
International Tax Advisory
Service Components
- Cross-border transaction structuring and planning
- Transfer pricing analysis and documentation
- Foreign tax credit planning and optimization
- Controlled foreign corporation planning
- Permanent establishment risk assessment
- Tax treaty analysis and application
- Global minimum tax (GloBE) compliance
- International expansion strategy development
OB Advantage
Our international tax team includes professionals with global experience who understand both technical requirements and practical implementation challenges in multiple jurisdictions.
Why Choose OB for Tax Advisory?
Discover the unique advantages of partnering with OB for strategic tax guidance
Senior-Level Expertise
OB's tax advisory services are led by experienced partners and former Big 4 professionals who bring deep industry knowledge and strategic insight.
- Former Big 4 tax partners on our team
- IRS and tax authority experience
- Industry-specific specialization
- Thought leadership and publications
- Regular participation in tax policy discussions
Proactive Strategic Approach
We take a forward-looking approach to tax advisory, anticipating changes and positioning clients for success in evolving tax environments.
- Proactive tax planning and strategy development
- Regular tax law updates and impact analysis
- Strategic roadmapping and implementation planning
- Continuous monitoring of tax developments
- Early identification of opportunities and risks
Business-Integrated Solutions
Our tax advisory services are fully integrated with your business objectives, ensuring tax strategies support rather than constrain growth.
- Alignment with overall business strategy
- Cross-functional collaboration and integration
- Practical implementation support
- Ongoing performance measurement
- Regular strategy review and adjustment
OB's Strategic Tax Advisory Approach
Our methodology for delivering impactful tax advisory solutions
Comprehensive Analysis
In-depth assessment of your current tax position, business objectives, and market environment to identify optimization opportunities and potential risks.
Strategic Development
Creation of customized tax strategies that align with your business goals while maximizing tax efficiency and minimizing compliance burdens.
Implementation Support
Practical guidance and support for implementing tax strategies, including process integration, system considerations, and change management.
Performance Monitoring
Ongoing monitoring of tax strategy effectiveness, regular review of changing circumstances, and proactive adjustment of approaches as needed.
Specialized Tax Advisory Services
Advanced tax advisory solutions for complex and specialized scenarios
State & Local Tax (SALT) Advisory
Advisory Services
- Nexus analysis and planning across multiple jurisdictions
- Apportionment and allocation optimization
- State tax credit and incentive maximization
- Local tax compliance and planning strategies
- Sales and use tax optimization
- Unclaimed property compliance and planning
OB Expertise
Our SALT team includes professionals with state-specific expertise who understand the nuances of different state tax regimes and can develop effective multi-state strategies.
Tax Controversy & Dispute Resolution
Resolution Services
- IRS and state tax audit representation
- Administrative appeals and negotiations
- Tax court litigation support
- Voluntary disclosure program guidance
- Penalty abatement strategies
- Tax settlement negotiations
OB Expertise
With former IRS professionals on our team, we bring insider knowledge of tax authority processes and negotiation strategies that achieve favorable resolutions.
Tax Risk Management Advisory
Management Services
- Tax risk assessment and quantification
- Internal control evaluation and improvement
- Tax governance framework development
- Uncertain tax position analysis and documentation
- Tax risk reporting and dashboard development
- Board and management reporting on tax risks
OB Expertise
Our risk management approach combines technical tax knowledge with enterprise risk management principles to create comprehensive tax risk frameworks.
OB's Tax Advisory Process
A systematic approach to delivering strategic tax advisory solutions
Situation Analysis
Comprehensive assessment of your current tax position, business objectives, regulatory environment, and market dynamics to establish a clear understanding of your needs and opportunities.
Strategy Development
Creation of customized tax strategies that align with your business goals, considering both immediate opportunities and long-term strategic objectives.
Implementation Planning
Detailed planning for strategy implementation, including timeline development, resource requirements, process integration, and change management considerations.
Execution Support
Practical guidance and support during implementation, including technical advice, process oversight, and issue resolution to ensure successful execution.
Performance Measurement
Establishment of metrics and monitoring systems to track strategy effectiveness, measure outcomes, and identify opportunities for continuous improvement.
Ongoing Optimization
Regular review and adjustment of tax strategies based on changing circumstances, new opportunities, and evolving business objectives.
Ready to Transform Your Tax Strategy?
Partner with OB's strategic tax advisory team to unlock new opportunities and achieve your business objectives.