About us
Services
Business Tax

International Tax

Mergers & Acquisitions

State and Local Tax

Indirect Tax

Private Client Services

Tax Credits & Incentives

Business Tax

We offer proactive tax planning, compliance and strategy development to help your business minimize tax burden and stay compliant.

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International Tax

Navigating the complex web of international tax regulations can be daunting. We ensure your business complies with all relevant tax laws across different jurisdictions.

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Mergers & Acquisitions

Cross-border M&A deals require a nuanced approach. Our specialized knowledge in managing foreign tax credits, transfer pricing, and international tax treaties ensures compliance and global tax efficiency.

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State and Local Tax

We ensure that your business complies with all relevant tax laws, handling all aspects of tax reporting, filing, and documentation to avoid penalties and legal issues.

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Indirect Tax

Indirect taxes, such as sales tax, value-added tax (VAT), excise duties, and customs duties, can be complex and challenging to manage. We provide invaluable assistance in navigating these complexities.

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Private Client Services

We analyze your financial situation, investments, and future goals to create a personalized tax strategy that minimizes liabilities and maximizes savings.

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Tax Credits & Incentives

We identify credits and incentives your business qualifies for, whether it’s research and development (R&D) credits, renewable energy incentives, hiring credits, or other industry-specific benefits.

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industries
Consumer Products & Retail

Investment Management

Family Offices

Healthcare

Manufacturing & Distribution

Real Estate

Technology

Consumer Products & Retail

We offer proactive tax planning and strategy development to help your business minimize tax liabilities and maximize tax savings.

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Capital Markets

Banking

Private Equity

Fund Tax Administration

Investment Management

We manage complex tax compliance, planning and transactional projects to streamline operations, investor relations and K1 reporting process and managing tax aspects of M&A for our private equity clients.

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Family Offices

We provide estate and succession planning services navigating estate tax laws. We ensure that wealth is transferred smoothly and tax-efficiently to heirs.

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Healthcare

We offer industry-specific advisory services, providing insights and solutions tailored to your sector. Our expertise ensures you are well-equipped to handle industry-specific tax issues.

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Manufacturing & Distribution

The manufacturing sector has unique tax challenges, such as those related to raw materials, production processes, and logistics. We identify opportunities for tax savings and ensure your manufacturing activities are tax-efficient.

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Real Estate

Ensuring compliance with tax laws and regulations is essential in real estate. Our team helps structure and execute exchanges, ensuring compliance with IRS regulations and optimizing tax benefits.

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Technology

At SWBA, our Technology practice team comprises experts deeply versed in the tech industry.

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TaxJourney
Careers

Capital Markets

Our advisors offer full-spectrum support throughout capital market transactions, from initial planning and execution to debt issuance, mergers, acquisitions, and IPOs.

Our advisors offer full-spectrum support throughout capital market transactions, from initial planning and execution to debt issuance, mergers, acquisitions, and IPOs. With a wealth of global experience, we help business owners develop and fine-tune their business models for greater operational efficiency and risk mitigation. We also provide thorough regulatory reporting support, ensuring compliance whether you choose to outsource this responsibility or manage it in-house. Trust our expertise to navigate every step of your capital market transactions with confidence and precision.

Capital markets includes

Maximizing Efficiency and Compliance in Global Markets

Strong compliance and control systems are essential for maintaining a competitive edge. Our specialists optimize investment and tax strategies, mitigate risks, and achieve cost efficiencies to leverage global capital market opportunities. We customize solutions to align with each client’s goals, promoting data-driven decision-making. With senior partner participation and an international network, we provide continuous support, helping clients navigate market complexities and achieve success.