M&A Tax Due Diligence Engine
Comprehensive tax analysis for mergers and acquisitions
Accelerate your deal timeline with AI-powered tax due diligence that identifies risks, opportunities, and deal-breakers in days, not weeks. Our multi-agent system analyzes target company tax positions, identifies hidden liabilities, and models post-acquisition tax structures - delivering 4-5x ROI on advisory spend.
Key Capabilities
Enterprise-grade features powered by evidence-gated AI
Rapid Data Room Analysis
AI processes thousands of documents in hours, extracting tax-relevant information and flagging issues.
Hidden Liability Detection
Identify undisclosed tax positions, transfer pricing risks, and potential audit exposures.
Tax Attribute Valuation
Accurate valuation of NOLs, tax credits, and other attributes with Section 382/383 limitation modeling.
Structure Optimization
AI-generated deal structure recommendations to maximize tax efficiency and minimize leakage.
Integration Planning
Post-close integration roadmap with tax-efficient entity rationalization strategies.
Purchase Price Allocation
Automated 338(h)(10) analysis and purchase price allocation modeling.
How It Works
Simple, streamlined process from start to savings
Data Room Access
Secure connection to virtual data room with automated document ingestion and classification.
AI-Powered Analysis
Multi-agent system analyzes tax returns, financials, contracts, and legal documents simultaneously.
Risk Quantification
Each identified risk is quantified with probability-weighted exposure and remediation options.
Opportunity Identification
AI identifies tax planning opportunities and synergies available post-acquisition.
Report Generation
Comprehensive due diligence report with executive summary, detailed findings, and recommendations.
Tax Lens vs. Big Four
See how we deliver superior results at a fraction of the cost
| Aspect | Big Four | Tax Lens |
|---|---|---|
| Due Diligence Timeline | 4-8 weeks | 3-7 days |
| Cost per Deal | $150,000-$500,000 | $30,000-$100,000 |
| Document Processing | Manual review | AI-powered |
| Risk Quantification | Qualitative | Probability-weighted |
| Structure Modeling | Additional fee | Included |
| Post-Close Support | Separate engagement | Included |
Engagement Models
Flexible options designed for your practice size and needs
Standard DD
For deals under $50M enterprise value
- Up to 1,000 documents
- 5-day turnaround
- Standard risk report
- Tax attribute analysis
- Email support