Advisory Services

Make Deals & Transactions with confidence

The experts provide a broad range of strategic guidance on the most challenging business junctures: from financial planning to compliance, valuations and beyond.

With the help of experienced professionals, businesses can gain access to critical insights and resources that can help them navigate their way through complex business decisions. It can be complementary skills and insights to help you execute your plans, or a fresh set of eyes to assess the viability of your strategy, or a process- improvement strategy for your company.

By leveraging these services, businesses can make informed decisions that will ensure their long-term success.

Technical Accounting

Complex business transactions require specialized skills beyond basic accounting that any corporate’s full-time employees or bookkeepers may not have. Our experienced professionals can help you navigate the complexity of financial reporting, risk management, and other transaction-related accounting challenges that are necessary to forge the path ahead.

Public and private companies often can benefit from technical accounting services if they’re involved with a transaction or undergoing significant internal transformation. Situations that might present challenges include:

  • When you need us:
  • Recent Mergers & Acquisitions
  • Divestitures
  • Carve-outs
  • New Accounting Standards
  • Restatements
  • Change in Business Operations and its impact on Financial Reporting

Analysis & Implementation

Our team of expert professionals can help with everything from preparing Regulation S-X / S-K compliant financial statements for an IPO to properly recording a business combination resulting from a merger or acquisition.

Following are some areas in which we can help provide support with analysis and implementation as your business grows.

  • Our Services include:
  • Implementation of ASC Topic 606, Revenue from Contracts with Customers
  • Implementation of ASC Topic 842, Leases
  • Implementation of ASC Topic 326, Financial Instrument – Credit Losses
  • Accounting and reporting implications of Business Transactions
  • Review of 10K from SEC disclosure standpoint
  • Support while managing auditors and valuation specialists
  • Financial Statement Disclosure preparation
  • Audit preparation with continued support through the external audit process
  • IFRS / US GAAP Convergence
  • Review of SEC Rules for significant Acquisitions
  • Evaluation Equity & Liability Instrument
    • Convertible and redeemable preferred stock
    • Warrants, call and put options and other complex instruments
    • Embedded derivatives and Hedge accounting
  • Disclosure for stock-based compensation arrangements
  • Consolidation Accounting including Variable interest entity analysis
  • Accounting for Financial Instruments

International Tax Planning & Compliances

In order to stay competitive, organizations that operate internationally require distinctive tax strategies from an international tax expert firm like SourceIN. We have special insight on how the tax laws can affect your bottom line and can assist you with tax compliance issues related to both U.S. and non-U.S. tax regulations

Our international tax planning services ensure that your business selects the correct tax structure so you can realize the greatest tax savings now and in the future. We can help your business optimize your global tax rate, maximize opportunities for tax savings, and give you the confidence to make smart business decisions. We work with businesses around the world.

  • Inbound & Outbound Businesses Services:
  • Global tax minimization strategies
  • Entity selection and tax classification
  • U.S. international tax compliance for foreign persons and businesses
  • Transfer pricing consulting
  • Foreign tax credit planning
  • Foreign national and expatriate individual tax returns
  • Repatriation planning
  • Business acquisitions and divestiture
  • Representation with tax authorities
  • Cross border real estate investments
  • Preparation of US tax forms such as 5471, 8865, 8621, 3520 and 3520A
  • Tax treaty issues and claiming the treaty benefits including Permanent Establishment and optimizing withholding tax implications
  • Foreign Bank Account Reports (FBAR)
  • Reporting foreign financial assets and comply with foreign mutual funds reporting requirements
  • Transfer Pricing guidance and analysis and structuring of related party transactions for multinational businesses
  • US - Canada cross border tax issues
  • US- India cross border tax issues and general assistance