Insights

Boutique M&A Tax Target ongoing private equity and portfolio company transactions seeking specialized mid-market tax advisory with flexible, competitive pricing distinct from traditional CPA firms.

Top-Tier Expertise Leverage Big Four transactional tax experience offered by a lean firm to support complex M&A tax structuring, due diligence, and post-transaction integration for growth-focused clients.

Diverse Client Base Engage private equity funds, portfolio companies, family offices, lenders, and intermediaries that require nimble tax advisory across deal lifecycle and financing structures.

Tech-Enabled Utilize a modern tech stack (Snowplow, Google Analytics, Microsoft 365, Web presence) to demonstrate data-driven insights, scalable service delivery, and measurable ROI for clients.

Revenue Growth Potential With revenue in the mid six-figures to low seven-figures and a scalable services model, pursue cross-sell opportunities for ongoing tax advisory, compliance, and deal-related tax optimization.

Similar companies to M&A Tax Solutions, LLC

M&A Tax Solutions, LLC Tech Stack

M&A Tax Solutions, LLC uses 8 technology products and services including Snowplow, Weebly, Babel, and more. Explore M&A Tax Solutions, LLC's tech stack below.

  • Analytics
  • Content Management System
  • Babel
    Development
  • Mustache
    Javascript Frameworks
  • jQuery
    Javascript Libraries
  • Google Analytics
    Web Analytics
  • Apache
    Web Servers

M&A Tax Solutions, LLC's Email Address Formats

M&A Tax Solutions, LLC uses at least 2 email formats:
M&A Tax Solutions, LLC Email FormatsExamplePercentage
FLast@mnataxsolutions.comJDoe@mnataxsolutions.com
89%
Last@mnataxsolutions.comDoe@mnataxsolutions.com
11%

Frequently Asked Questions

What is M&A Tax Solutions, LLC's official website and social media links?

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M&A Tax Solutions, LLC's official website is mnataxsolutions.com and has social profiles on LinkedIn.

How much revenue does M&A Tax Solutions, LLC generate?

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As of September 2026, M&A Tax Solutions, LLC's annual revenue is estimated to be $1M - $10M.

What is M&A Tax Solutions, LLC's SIC code and NAICS code?

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M&A Tax Solutions, LLC's SIC code is 8721 - Accounting, Auditing, and Bookkeeping Services and NAICS code is 5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services.

How many employees does M&A Tax Solutions, LLC have currently?

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As of September 2026, M&A Tax Solutions, LLC has approximately 8 employees across 1 continents, including North America. Key team members include Founder & Managing Partner: J. R. S., Partner: C. O. and Partner: F. R. Explore M&A Tax Solutions, LLC's employee directory with LeadIQ.

What industry does M&A Tax Solutions, LLC belong to?

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M&A Tax Solutions, LLC operates in the Accounting industry.

What technology does M&A Tax Solutions, LLC use?

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M&A Tax Solutions, LLC's tech stack includes Snowplow, Weebly, Babel, Microsoft 365, Mustache, jQuery, Google Analytics and Apache.

What is M&A Tax Solutions, LLC's email format?

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M&A Tax Solutions, LLC's email format typically follows the pattern of FLast@mnataxsolutions.com. Find more M&A Tax Solutions, LLC email formats with LeadIQ.

When was M&A Tax Solutions, LLC founded?

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M&A Tax Solutions, LLC was founded in 2014.
M&A Tax Solutions, LLC logo

M&A Tax Solutions, LLC

AccountingFlorida, United States2-10 Employees

M&A Tax Solutions, LLC is a boutique accounting firm based in Sarasota, Florida, offering advisory services with a focus on transactional tax. The firm leverages experience from Big Four practice to provide specialized tax guidance aimed at complex transactions, while maintaining a flexible, responsive approach and competitive pricing distinct from traditional CPA firms. Its client base includes private equity funds and portfolio companies, as well as public and private businesses, family offices, lenders, transactional intermediaries, and other professional services firms. Positioned within the accounting industry, the firm concentrates on tax advisory work connected to mergers, acquisitions, and related transactions. The company operates from a Sarasota location and presents itself as a small firm delivering high-level tax expertise through a client-centered service model.

Section iconCompany Overview

SIC Code
8721 - Accounting, Auditing, and Bookkeeping Services
NAICS Code
5412 - Accounting, Tax Preparation, Bookkeeping, and Payroll Services
Founded
2014
Employees
2-10

Section iconFunding & Financials

  • $1M - $10M

    M&A Tax Solutions, LLC's revenue is estimated to be in the range of $1M - $10M

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