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Public & Pre-IPO Companies
SEC reporting compresses tax and treasury work into fixed deadlines, with auditors and audit committees reviewing the result. We build and run those functions for that review.
Focus areas
What we work on
Provision under audit timelines
Quarterly and annual ASC 740 provisions delivered on the close calendar, with documentation auditors can test.
Expanded tax disclosures
Rate reconciliation and income taxes paid disclosures under ASU 2023-09.
Ownership changes
Section 382 studies ahead of offerings, conversions, and large issuances that could limit net operating losses.
Corporate AMT
Monitoring the $1 billion AFSI threshold and evaluating available elections, including the fair value election for digital assets.
Digital asset treasuries
Custody, banking, and tax policy for public companies that hold digital assets as a treasury reserve.
Audit committee reporting
Tax and treasury reporting built for audit committee review. Our Managing Partner chairs a public company audit committee and prepares work to that standard.
How we help
Our practices, applied to Public & Pre-IPO Companies
Fractional Finance Leadership
An interim or fractional Head of Tax and treasury lead through the reporting calendar.
ExploreTax Advisory
Provision preparation or review, uncertain tax positions, and disclosure support.
ExploreTransactions & Restructuring
Tax work on offerings, acquisitions, and restructurings.
Explore
Bring us the hard question.
Tell us what you're working on. We'll tell you whether we can help, who would do the work, and what it would take.