Whether your team is navigating shifting regulations, planning for an IPO, or scaling internationally, CFGI’s Tax practice helps you simplify complexity and accelerate decision-making. Our service offerings span corporate tax, VAT, Employment taxes amongst others, R&D credits, transactions tax, tax technology, and ongoing tax accounting support, delivered with a “sat in the seat” mindset that bridges the gap between tax strategy and execution.
Tax is no longer a back-office filing function. CFOs, tax directors, and audit committees are being asked harder questions, on tighter timelines, with smaller teams. These four trends keep coming up in every conversation we have with the office of the CFO.
Generative AI is moving tax work from manual to model-driven: data aggregation, compliance monitoring, scenario modeling, and audit readiness. Tax departments that wait are getting outpaced by the ones already deploying it.
Today’s political and business climate places heavier regulatory pressure on tax consulting, direct and indirect tax filings, reporting, and disclosures. Material weaknesses and restatements tied to tax are landing in the headlines.
The UK’s R&D tax relief regime was reformed from 1 April 2024, with the SME and RDEC schemes merged into a single, enhanced RDEC-style credit system that provides a taxable above-the-line credit of 20% for most qualifying R&D expenditure, while retaining a separate Enhanced R&D Intensive Support (ERIS) regime for R&D-intensive loss-making SMEs.
Corporate tax, indirect tax, and international transfer pricing now matter for almost every growth-stage company. Where you sell, where you hire, where you ship: each opens a tax footprint that has to be modelled.
CFGI’s Tax practice works directly with your internal tax department or operates as a fully outsourced provider. The service offerings can be tailored to the needs of any client, from a private start-up running its first provision to a listed company managing global compliance.
Provision analysis and preparation of solus and consolidated tax disclosures, audit readiness, IPO registration support, purchase price accounting, deferred tax asset recognition and supporting analysis.
Direct and indirect tax return preparation, R&D tax credit claims, UK and international tax advisory, M&A and employment taxes, and transfer pricing.
Temporary Heads of Tax, Tax Directors, Tax Managers, corporate and indirect tax technical specialists. Staff augmentation and loan staffing for project work.
Tax due diligence, tax purchase accounting, and post-deal integration support.
Tax provision software, indirect tax systems such as OTP and Avalara, ERP set up for tax, and data quality remediation across the tax function.
A free 30-minute call with a CFGI tax SME on whatever is on your team’s mind: provision questions, R&D credit opportunity, indirect tax issues, or cross border transactions.
Best for: leaders who want a sounding board before scoping a project.
A structured review across four domains: Corporate Tax, Tax Technology, Indirect Tax, and R&D Credit. CFGI surfaces exposures, missed credits, and process gaps that drive material weakness risk.
Output: a written readout with prioritised opportunities and remediation paths.
Start with one capability (tax provisioning, R&D, indirect tax), then expand. Limited-scope through fully outsourced managed services, sized to the team and the moment.
Output: a defined deliverable on the first phase plus a roadmap for the next.
The CFGI Tax practice was established by leaders with decades of Big 4 and in-house tax experience, then built around a boutique delivery model where senior partners stay on the engagement.
If the firm running your audit is also preparing your tax provisions, you have independence risk. The closer you get to listing or meeting the PIE requirements, the harder that conversation becomes. The fix usually has to happen before the IPO clock starts.
If you have R&D spend, the credits can create cash opportunities either by repayable credits or reducing tax liabilities.
If the tax team spends more than 30 percent of cycle time preparing data, the issue is upstream. Spreadsheets as the primary system of record, ERP gaps, and missing tax data requirements in past implementations all show up as material weakness risk.
Buy-side, sell-side, carve-out, reverse merger, IPO: each has tax implications that move the deal economics. Tax purchase accounting, structural diligence, and post-close integration all benefit from being in the conversation before the LOI.
CFGI’s Kevin Murawinski walks through the practical applications of AI inside the tax function: data aggregation across siloed systems, intelligent compliance monitoring, scenario modeling and what-if analysis, audit readiness, and natural-language interfaces that surface answers without writing a SQL query.
Tax departments that wait are getting outpaced. AI is closing the gap between strategic intent and execution, and the talent equation is shifting in favor of teams that adopt it early. The piece ends with concrete starting points for tax leaders who want to move from pilot to production.
Start with the free 30-minute Expert Access call, a Tax Health Check across the four domains, or a phased engagement on the capability that needs help first. Same team, sized to fit.