Tax Advisory
Tax Advisory & Planning
Integrated US tax planning for privately held businesses, owners and private clients, connected to commercial and ownership decisions.
When this helps
Recognisable situations.
- 01
A transaction or distribution is planned
The tax position should be assessed before terms and timing harden.
- 02
The entity structure no longer fits
Growth, ownership or operations have changed while the structure has not.
- 03
The business needs a multi-year plan
Estimated payments, elections, credits and ownership decisions require coordination.
- 04
Several advisers see only part of the picture
The client needs one consolidated tax agenda.
Scope
The service is configured to the facts and decision.
Business tax
- Entity and ownership planning
- Federal and state tax strategy
- Compensation and distribution analysis
- Transaction and succession planning
Private client
- Business-owner tax strategy
- Liquidity-event planning
- Residence and mobility coordination
- Family-office tax oversight
Decision support
- Tax scenario modelling
- Implementation sequencing
- Adviser coordination
- Risk register
Engagement path
Five stages, one accountable thread.
- 01
Define the decision
Clarify the decision, constraints, stakeholders and evidence required.
- 02
Build the fact base
Reconcile the financial, tax, operational and contractual information that drives the issue.
- 03
Develop options
Model viable paths, explicit trade-offs and downside cases.
- 04
Execute the work
Produce the agreed analysis, operating cadence and decision materials with senior ownership.
- 05
Embed and hand over
Document the method, train the responsible team and retain an escalation path where needed.
Typical deliverables
Defined before work begins.
- Tax planning memorandum
- Scenario analysis
- Implementation calendar
- Estimated-payment plan
- Tax-risk register
- Adviser coordination notes
Questions
Common engagement questions.
Does Thyor also prepare returns?
Yes, where agreed. Advisory and compliance can be combined so that the filing position reflects the planning work.
Can Thyor coordinate with an existing CPA or attorney?
Yes. Thyor often supports other professional firms on complex or cross-border matters.
Next step
Discuss tax advisory & planning.
Share the situation, timing and decision. A senior adviser will respond directly and confidentially.