Tax & Assurance
A tax position you can
defend on sight.
Cross-border structuring, transfer pricing, and statutory assurance built to withstand scrutiny — and documented before any authority thinks to ask. The work that turns a tax bill into a tax strategy.
Eleven jurisdictions · Documentation-first · Partner-led
A tax saving is only real if it survives review. Most do not.
Aggressive structures that look clever on a slide tend to unravel under examination. We build positions that are efficient and defensible — and we write the file before anyone asks for it.
The fragile approach
- ✕ Clever structures with no contemporaneous file
- ✕ Transfer pricing improvised after the fact
- ✕ Compliance scrambled at each deadline
- ✕ Tax advice disconnected from the legal structure
The defensible approach
- ✓ Efficient positions documented as they are taken
- ✓ Transfer-pricing files ready before any query
- ✓ A year-round compliance calendar, owned by us
- ✓ Tax and legal counsel built on the same bench
What we cover
The tax and assurance mandate.
From the structuring memo to the statutory audit sign-off.
Cross-border structuring
Holding and financing structures designed for efficiency and defensibility together.
Transfer pricing
Policies, benchmarking, and contemporaneous documentation built before the query arrives.
Statutory audit & assurance
Independent assurance that satisfies boards, lenders, and acquirers alike.
Year-round compliance
A managed calendar so filings are never a fire drill and never late.
Transaction tax
Deal structuring, step plans, and warranty support integrated with the M&A team.
Authority engagement
Calm, prepared representation in rulings, reviews, and disputes — with the file already written.
The record
Eighteen years of compounding judgment.
A boutique by design. Every engagement is led by a partner who answers your call.
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18 yrs
In continuous practice
Founded 2008; partner-led since day one.
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$2.4B
Transaction value advised
Across M&A, financings, and restructurings.
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240+
Engagements completed
For founders, boards, and family offices.
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11
Jurisdictions
Coordinated cross-border counsel.
In their words
What clients say when the deal is done.
A boutique earns its reputation one engagement at a time. These are fictional, illustrative voices.
"They were the only advisers who told us what not to do. That restraint saved us a fight we would have lost. When we did move, the structure was airtight."
Daniel Reyes
Chief Financial Officer · Meridian Industrial Group
"I have worked with three of the big firms. Apex & Crowne is the first where a partner read my term sheet personally and called me the same day. That is the whole difference."
Sofia Lindqvist
Founder & Chief Executive · Northwind Logistics
"For a family office, trust is the entire product. They have handled four generations of structuring decisions with discretion and a steadiness you cannot fake."
Charles Whitmore
Principal · Whitmore Family Office
Tax consultation
Find out what your structure is really exposed to.
Tell us about your group and where it operates. A tax partner will review and come back with a plain-English read on your position — free and in confidence.
Tax advisory questions
What groups ask before engaging.
Will you tell me if my current structure is fine?
Yes, plainly. If your position is sound we will say so and not invent work. Our value is judgment, and judgment sometimes means leaving things as they are.
Do you handle both the planning and the compliance?
We do. The team that designs the structure owns the documentation and the ongoing filings, so nothing falls between advisory and compliance.
Can you coordinate with our auditors and legal counsel?
Routinely. And because corporate law and tax sit on the same bench here, the coordination is often internal — which is faster and tighter than stitching separate firms together.