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
Founder & Managing Member
Brian Siegel
Chair of Technical Accounting
News & Updates
Brio Financial Group congratulates our client, Quantum Leap Acquisition Corp, on the closing of its $200 Million IPO
Brio Financial Group congratulates our client, Quantum Leap Acquisition Corp, on the closing of its $200,000,000 initial public offering. The SPAC, targeting businesses in artificial intelligence, quantum computing, and blockchain technology, is led by CEO Kervin...
D. Boral Capital 2026 Global Conference at The Plaza Hotel in New York City
Thrilled to be joining an incredible group of SPAC industry leaders this week at the @D. Boral Capital 2026 Global Conference at The Plaza Hotel in New York City! I'll be on the SPAC Panel at 9:00 AM, moderated by @Syed Ahmad of D. Boral Capital, alongside: @Mitchell...
Brio Financial Group congratulates our client, Apogee Acquisition Corp, on the closing of its $172.5 million IPO
Brio Financial Group congratulates our client, Apogee Acquisition Corp, on the closing of its $172.5 million initial public offering. Apogee is led by CEO and Chairman Jeffrey Smith, JD, LLM, CRCP, IACCP, CRM, CFO Ian Rhodes, CPA, a member of the Brio team, and COO...