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The challenge

The solution

The outcome

Requirements

• Define objectives and scope
• Assess current tax profile and exposures
• Review legal entities, jurisdictions, and ownership structure
• Identify available deductions, credits, exemptions, and incentives
• Evaluate transfer pricing and intercompany policies
• Optimize timing of income, expenses, and capital investments
• Review compensation, benefits, and payroll tax treatment
• Assess VAT/GST, sales tax, withholding tax, and customs implications
• Model scenarios, cash flow impact, and risk trade-offs
• Ensure compliance with all filing, reporting, and documentation requirements
• Align strategy with business operations and growth plans
• Set governance, controls, and approval responsibilities
• Monitor legislative changes and update strategy regularly
• Obtain advice from qualified tax and legal professionals

Best practices

• 1. Define clear tax objectives aligned with business goals.
• 2. Prioritize providers with B2B industry and jurisdiction expertise.
• 3. Verify the firm’s track record, credentials, and audit defense experience.
• 4. Assess multi-jurisdiction and cross-border tax capabilities.
• 5. Confirm services cover direct, indirect, transfer pricing, and payroll tax.
• 6. Require a proactive compliance and risk-management approach.
• 7. Evaluate technology, automation, and tax data integration capabilities.
• 8. Ensure transparent pricing, scope, and deliverables upfront.
• 9. Validate the provider’s ability to identify credits, incentives, and deductions.
• 10. Review internal controls and documentation standards for audit readiness.
• 11. Check how the service will coordinate with finance, legal, and payroll teams.
• 12. Ask for measurable ROI estimates and implementation timelines.
• 13. Confirm data security, confidentiality, and regulatory compliance practices.
• 14. Establish ongoing monitoring for law changes and tax position updates.
• 15. Select a partner that can scale with your growth, transactions, and expansion plans.