Research
Complex Tax Research & Second Opinions
When the issue is not routine, we isolate the question, review the facts and authorities, and deliver focused analysis or an independent second opinion.
Good fits
When another generic answer is not enough.
- Conflicting professional advice
- Unusual transaction facts
- Texas sales-tax classification questions
- Real-estate characterization or basis questions
- Entity and transaction tax issues
- Pre-transaction research
Defined research question
Research is scoped—not open ended.
We define the question, facts, jurisdiction, time period, deliverable, and exclusions before the engagement begins. Conclusions identify assumptions and unresolved facts rather than hiding them.
Possible deliverables
Choose the level of documentation the decision requires.
ConsultationFocused discussion of the issue and next steps.
Research memorandumWritten analysis of facts, authorities, assumptions, and conclusion.
Second-opinion reviewIndependent analysis of a position, proposal, or prior recommendation.
Start with the facts
Have a question worth analyzing before you act?
Tell us what happened, what decision is coming, and what is at stake. We review new matters for fit, urgency, and scope before accepting an engagement.