U.S. Tax Services

Clarity, Compliance, and Strategic Advantage, Built for Growth

Tax is no longer just a filing obligation. In the U.S., it directly impacts valuation, cash flow, fundraising readiness, and exit outcomes.

High growth companies face complex tax decisions long before profitability. Factalis provides proactive tax planning and compliance support designed for startups and growing businesses – helping founders minimize risk, preserve cash and stay aligned with investor expectations as they grow.

Why Strategic Tax Advisory Matters

As businesses scale, tax decisions compound quickly:

  • Poor structuring limits funding and exits
  • Missed credits increase effective tax rates
  • Multi-state exposure creates hidden liabilities
  • Founder equity mistakes become expensive later.

We don’t just file returns.
We design tax strategies that support growth, transactions, and long-term value creation.

Tax Planning and Structuring Advisory Services

Specialized & Credit-Based Services

Business’ and Founders’ Tax Filing Services

Our Tax Services

Tax Planning and Structuring Advisory Services

Business Structuring

Designing optimal entity structures aligned with fundraising, geographic expansion, and exit readiness.

International Tax

Advisory on cross-border operations, inbound/outbound structuring, and global tax efficiency.

Multi-State Planning (SALT)

Managing nexus, apportionment, and compliance exposure across U.S. states and jurisdictions.

Transfer Pricing

Defensible pricing policies for intercompany transactions aligned with OECD and IRS standards.

Tax Accounting (ASC 740)

Provision support, ASC 740 alignment, and audit-ready tax accounting.

M&A Taz

Buy-side and sell-side structuring, due diligence, and post-deal integration support.

Private Company Services

Tailored tax support for closely held, founder-led, and growth-stage companies.

Washington National Tax

Advanced technical research and interpretation for complex and high-risk tax positions.

Customes & Trade

Duty optimization, compliance, and supply-chain-driven tax planning.

Transaction-Related Tax Advisory

Tailored tax support for closely held, founder-led, and growth-stage companies.

State & Local Tax (SALT)

Reducing risk and managing sales tax, income tax, and state-specific filing obligations.

Specialized & Credit-Based Services

R&D Tax Credits

Identification, documentation, and optimization of federal and state R&D credits.

Specialized Tax Services

Maximizing industry-specific credits and incentive programs.

Founder Equity Planning

83(b) elections, equity structuring, and tax-efficient founder compensation planning.

Business & Founders Tax Filing Services

R&D Tax Credits

Identification, documentation, and optimization of federal and state R&D credits.

Specialized Tax Services

Maximizing industry-specific credits and incentive programs.

Founder & Equity Compensation

83(b) elections, equity structuring, and tax-efficient founder compensation planning.

R&D Tax Credits

Identification, documentation, and optimization of federal and state R&D credits.

Why Factalis

Strategy-First Approach

We align tax decisions with business goals, not just compliance.

Founder & Investor Aware

Built by professionals who understand fundraising, exits, and investor expectations.

Audit-Ready Execution

Clean documentation, defensible positions, zero guesswork.

Cross-Border Expertise

Strong U.S. focus with international structuring depth.

Cost-Efficient by Design

Senior-led advisory without Big-4 overhead.

Let's Connect

A short conversation can quickly identify gaps, and the right next steps.

Join other growing companies

Let’s Build a Smarter Tax Position

Whether you’re scaling a business, planning a transaction, or managing cross-border obligations, the right tax strategy pays for itself.