services
TAX ADVISORY
TAX ADVISORY
Brio delivers strategic tax advisory services that minimize risk, optimize cash flow, and keep your business compliant. We integrate tax strategy with accounting and financial planning, providing tailored guidance that empowers growing and public companies to navigate complex tax landscapes with confidence.
TAX ADVISORY SERVICES INCLUDE:
- Tax strategy and planning
- Federal, state, and international compliance
- ASC 740 (FAS 109) provisioning
- Section 382 NOL analysis
- IPO, SPAC, and M&A tax consulting
- Tax credits and incentives
- Audit support and risk management
- Interim bookkeeping and process guidance
Why Brio?
Across every service area, Brio delivers technical depth, strategic insight, and execution you can trust. Whether preparing for a transaction or strengthening your financial infrastructure, we help you lead with clarity and confidence.
Meet our experts
These people can help you
David Briones
News & Updates
Congratulations to our client, Rock.ai, on this significant milestone
Congratulations to our client, Rock.ai, on this significant milestone. There is something especially meaningful about helping a company prepare for the public markets and then seeing that work culminate in a listing on a national exchange. IPO readiness is not just a...
Brio Financial Group is proud to sponsor the 9th Annual SPAC Conference 6/9-6/10
Brio Financial Group is proud to sponsor the 9th Annual SPAC Conference, the longest-running event dedicated to the SPAC market, taking place June 9–10, 2026 at Westchester Country Club in Rye, New York. Our Founder & Managing Member, David Briones, will also...
Brio Financial Group congratulates our client, Apogee Acquisition, on filing with the SEC for a $250 million IPO
Brio Financial Group congratulates our client, Apogee Acquisition, on filing with the SEC for a $250 million initial public offering. Apogee Acquisition is led by CEO and Chairman Jeffrey Smith, Managing Member of Apogee Capital Partners, and CFO Ian Rhodes, CPA, our...