Private company tax services

Effectively managing taxes—business and personal—can be complicated. Tax jurisdictions in the United States and around the world are tightening regulations and along with that comes further complexity, increased enforcement and penalties. Private company services’ US tax professionals work collaboratively with PwC’s Washington National Tax Services and our tax colleagues (across disciplines and around the world) to provide you with up-to-date, sophisticated advice on regulatory matters affecting you and your business. We’ll help you solve issues, mitigate risk and achieve your short- and long-term goals.

PwC's Tax Restructuring Impact Model (TRIM)

TRIM has been designed to help private companies and family owned businesses quickly assess the impact of tax reform proposals, including the House GOP Blueprint based on tax return data and other information.

TRIM provides a flexible and efficient way for companies to identify structural tax issues with significant financial impact, assess opportunities for tax planning and evaluate legislative proposals.

Learn more about TRIM

Highlights of PwC's Private Company Services webcast on tax reform and modeling.

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Case studies

Sunny days for weather forecasting service

Shortly after the new CFO joined this family-owned business in the media industry, he determined that the quality of advice that the company was receiving was not helping the company reach its goals. Having formed a strong, positive relationship with PwC while at his former company, the CFO reached out to us again.

What we did

Our cross line of service team held a discovery meeting with ownership and executives to develop a thorough understanding of the company. Select professionals from our international tax desk advised on this initial work. We helped the company understand the business and tax nuances of each country they had targeted for growth. We further advised on efficient tax structures and joint-business relationship issues and opportunities in non-US markets.

Results

The company's full-service provider, PwC continues to provide corporate audit and tax services as well as personal tax consulting to the owners. The company is well prepared as it explores new markets and stands poised to achieve its growth goals.

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Optimizing an acquisition in the US

A multinational industrial products company that was a leader in providing protective solutions had been a longtime PwC tax client in their home country. Seeking to conduct an acquisition in the US, the multinational engaged PwC US for help in evaluating an acquisition target.

What we did

PwC provided financial and tax due diligence, and brought in tax professionals to identify tax exposures, and to evaluate how the deal should be structured so that our client could achieve maximum tax benefits.

Results

Our work led to us helping our client consummate the acquisition. We then expanded our tax team to include international tax experts to assist with structuring the transaction through debt to enable the multinational to maximize their US tax benefits. We provided further tax optimization by uncovering an unrelated tax-deductible asset that resulted in an immediate cash tax savings of $1.5 million for our client.

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A collaborative approach

Our tax strategies, advice, and counsel don’t end when your deadlines are met. We stay with you every step of the way. Services may include:

  • Tax compliance and tax planning
  • Tax accounting or financial statement reporting
  • Tax controversy and audit representation
  • International tax services including planning around issues, such as a value-added tax (VAT) and foreign tax credits.
  • Global information reporting including the Foreign Account Tax Compliance Act (FATCA)
  • US and global tax structures
  • Transfer pricing and other cross-border requirements
  • Mergers and acquisitions (M&A)
  • State and local taxes (SALT) compliance and consulting
  • Sales and use taxes
  • Tax credits and incentives
  • Benefits, stock options and accelerated compensation
  • HR due diligence and benefit plan review

Insights

Contact us

Shawn Panson
Private Company Services, Leader
Tel: +1 (973) 236 5677
Email

David Zimmerman
Private Company Services, Tax Strategy Leader
Tel: +1 (813) 222 7057
Email

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