services
Taxes Advisory
Strategic Tax Support That Moves with Your Business
Our tax services are tailored to the unique needs of growing and public companies. Brio integrates tax strategy with your broader financial planning to ensure compliance, optimization, and readiness.
Tax Services Include:
- Tax Strategy & Advisory
- Federal and State Corporate Tax Preparation
- ASC 740 (FAS 109) Tax Provisioning
- Section 382 NOL Analysis
- Transaction-driven Tax Consulting (IPO, SPAC, M&A)
- Interim bookkeeping support for tax compliance
recent transactions
Brio Financial congratulates our client NMP Acquisition Corp. (Nasdaq: hashtag#NMPU) on filing for a $100 million IPO.
Brio Financial congratulates our client NMP Acquisition Corp. (Nasdaq: hashtag#NMPU) on filing for a $100 million IPO. Led by Melanie Figueroa (CEO) and Nadir Ali (CFO) of Next Move Partners, NMP Acquisition brings seasoned SPAC leadership to the Nasdaq with a clear...
UNIQUE Logistics International completed its merger with DP World Logistics US Holdings Inc.
On May 14, 2025, UNIQUE Logistics International completed its merger with DP World Logistics US Holdings Inc. This was more than a deal. It was the result of years of dedication that started in 2019 with a management buyout from a Hong Kong-based conglomerate. I was...
Congratulations to our client, Texas Ventures Acquisition III Corp.
Congratulations to our client, Texas Ventures Acquisition III Corp, on the successful completion of its $225 million initial public offering on Nasdaq under the ticker TVACU. The IPO included 22.5 million units, reflecting strong momentum behind their focus on...
Congratulations to Brio Financial Group client, Pure Lithium Corporation
Congratulations to Brio Financial Group client, Pure Lithium Corporation We are thrilled to congratulate our client, Pure Lithium, on the acquisition of all assets from Dimien Inc., a U.S.-based vanadium cathode materials company. This strategic move brings valuable...