DMA CAN HELP
Contact us to schedule a free consultation and discover how DMA can help you optimize your merger and acquisition needs.
Property Tax
DMA’s property tax expertise ensures efficient asset integration, tax savings, and liability reduction during mergers or acquisitions. Our team of experts provides strategic guidance for optimal financial outcomes throughout the M&A process, including:
- Due diligence, advisory, and portfolio discovery
- Valuation analysis and forecasting
- Accrual and compliance outsourcing
- Integration and tax impact assessment on transfer
- Transfer tax guidance and asset disposal planning
- Fixed asset system analysis, integration support, and payment process analysis
- Audit reporting, appeal status inventory, and asset verification audit
- Incentive and exemption analysis
Transaction Tax
By leveraging our Transaction Tax services, you’ll ensure compliance and mitigate risk throughout the merger and acquisition process. Our team uncovers hidden tax liabilities and opportunities, streamlines tax management, and enhances overall efficiency—allowing you to focus on maximizing the value of your deal.
Our Transaction Tax services include:
- Audit pipeline analysis
- Evaluation of tax management processes and resources
- Data management and data warehousing
- Use tax accrual analysis
- Nexus studies
- Voluntary Disclosure Agreements (VDA)
- Pre- and post-merger Input Tax Credits (VAT/Canadian) discovery
- Tax policy creation
- Compliance outsourcing
- Name and address changes
- Tax registrations and de-registrations
State Income & Franchise Tax
When going through a merger or acquisition, complex state income and franchise tax issues can affect your company’s bottom line. Our experts can help model the tax impact of your merger or acquisition, identify potential risks and opportunities, and implement strategies to reduce tax liability and increase cash flow with services including:
- Tax determination
- Reporting
- Reconciliation
- Nexus studies and voluntary disclosure
- Tax advisory
- Current year compliance
- RAR and amended federal return state compliance
- Audit management and defense
Tax Technology
DMA’s Tax Technology solutions streamline the integration of tax systems to minimize complexity and ensure operational consistency. Our services deliver real-time data accuracy, enhance compliance, and optimize tax processes, allowing you to reallocate resources to strategic initiatives and drive business growth during the crucial stages of a merger or acquisition.
Our Tax Technology services and solutions include:
- Tax system integration and harmonization
- Current- and future-state tax process flows
- Tax process and system optimization
- Tax engine configuration changes
- ERP native tax functionality setup
- Month-end data reconciliation and reporting
Unclaimed Property
When you merge with or acquire another entity, you may inherit unclaimed property liabilities that expose your company to significant risk and compliance challenges. DMA’s Unclaimed Property services help you identify, manage, and minimize your unclaimed property obligations and ensure compliance with state laws and regulations:
- Unclaimed property compliance
- VDA program management and support
- Audit support and defense
- Asset recovery
In addition, DMA’s proprietary software, Abandoned and Unclaimed Property Total Compliance (AUPTC), may provide value to you during the process.
Post-Merger Property Tax Compliance Consolidation
A leading US financial institution faced challenges with property tax compliance after a merger. DMA’s team of experts provided a solution, consolidating the company’s compliance functions and implementing a customized, comprehensive process. By streamlining tax bill administration and centralizing communication, our team significantly reduced penalties and interest, enabling the client’s in-house team to focus on other corporate strategic initiatives.
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