Support you Deserve

We are a leading independent tax and business advisory services firm specializing in international tax consulting, transfer pricing, valuation and tax process innovation.

We operate throughout North America and cover over fifty countries through strategic alliances with firms across the globe.

Accomplished Professionals

Our team of highly-experienced professionals consists of former Big 4 tax specialists, economists, attorneys, CPAs and MBAs, each with decades of experience delivering tax, transfer pricing, valuation and tax innovation services.

Our senior professionals are directly engaged in the work we deliver to our clients - unlike many large firms that employ a “leverage model” relying on less experienced personnel to do most of the work.

Delivering Value to Our Clients

Our clients include private and public companies ranging from emerging businesses to Fortune 50 companies. They include U.S. and non-U.S. based multinationals operating in a wide array of industries, including industrial manufacturing and distribution, aerospace, food processing and distribution, agriculture, medical products manufacturing and distribution and financial services.

Our clients seek responsive, collaborative professionals who deliver services efficiently and cost effectively. We willingly share our knowledge and insights to help our clients understand the technical issues and enhance their ability to make informed, strategic decisions with confidence.

Compliance and Quantitative Analysis

Compliance and Quantitative Analysis

U.S.-based multinational corporations must report foreign activity on an annual basis. WTP Advisors helps ensure accurate and timely reporting that provides valuable information for current and future year tax planning, and that helps tax directors manage their global effective tax rate.

We customize our processes to meet your needs, leveraging our proficiency with leading tax compliance systems while being attentive to your internal deadlines and requirements. Our work is supported by detailed documentation that shields clients from IRS/state audit exposure.


International Tax Compliance

U.S. tax compliance requirements become more complex and burdensome when a company is doing business internationally. Meeting those requirements ensures accurate federal income tax returns and, if one occurs, a successful IRS audit.

WTP Advisors helps clients meet their U.S. international tax compliance requirements with services including:

  • Form 5471 compliance, including Schedule M for intercompany transactions
  • Form 8858 for foreign disregarded entities
  • Form 8865 for foreign partnerships
  • Section 987 branch remittance gain or loss computations
  • Section 367 reporting requirements
  • Form 926
  • Form 1118


Foreign Tax Credit Utilization

The foreign tax credit (FTC) generally eliminates double taxation on foreign earnings that are repatriated to the U.S., and is intended to enhance the global competitiveness of U.S. companies. WTP helps U.S. companies maximize the benefits of FTCs and lower tax expense with strategies and solutions including:

  • Fair market value and alternative tax book value for interest expense apportionment
  • Expense apportionment (Treas. Reg. § 1.861-8)
  • Headquarters expense apportionment
  • Foreign source income maximization
  • Foreign title passage planning
  • OFL and ODL studies
  • Foreign E&P and tax pool studies


Foreign Earnings and Profits

Maintaining accurate foreign earnings and profits (E&P) and related tax pools is essential in determining a foreign subsidiary’s effective tax rate and preparing accurate tax returns and financial statements. With increased attention by the IRS in recent years, a number of foreign tax computations are dependent on E&P including:

  • Foreign tax credit utilization
  • Deemed paid foreign tax credits
  • Subpart F inclusions
  • Pass-thru taxation income inclusions
  • Effective tax rate for financial statement purposes

WTP’s professionals, along with our global network, have the experience to assist clients with:

  • Determining and maintaining accurate E&P and tax pools
  • Working with foreign affiliates to gather information
  • Analyzing E&P accounting methods and related tax elections


Repatriation Planning

U.S. multinationals doing business outside the U.S. often intend to bring home all or part of their foreign earnings. In certain situations companies may instead wish to defer U.S. tax on earnings by keeping those earnings invested abroad—at least temporarily. Our experienced tax professionals work closely with clients to design tax-effective global cash management strategies that complement and integrate with their business strategies.


Expense Apportionment

The allocation and apportionment of expenses impacts the calculation of the foreign tax credit, IC-DISC export tax incentives, and the domestic production activities deduction (DPAD). These tax benefits and others may be limited by the amount of income from U.S. and non-U.S. sources. The firm works closely with its clients to understand the factual relationship between its deductions and the various statutory groupings of income. Working within the IRS rules we help identify those apportionment methods that will produce the most favorable overall results.


Transfer Pricing

Transfer pricing is a term used to describe all aspects of intercompany pricing arrangements between related business entities, including transfers of tangible goods, transfers of intellectual property, providing intercompany services, and financing transactions. Transfer pricing affects a multinational company’s tax planning and financial statements, and has a high profile with both the IRS and increasingly strict foreign tax authorities.

WTP and our global network of transfer pricing partners offers many services including:

  • Identifying comparables to benchmark intercompany pricing and interest rates
  • Preparing functional analyses
  • Preparing Treas. Reg. § 367(d) analyses
  • Developing global transfer pricing policies
  • Planning cost-sharing arrangements for joint U.S. and foreign research and development of intellectual property
  • Preparing Treas. Reg. § 6662(e) transfer pricing documentation 


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What Others Say

"...strong technical expertise, yet they are innovative and always bringing us new insights."

"...great team players, good friends and we trust them...that's big for us."

"...very genuine, very focused and look beyond the politics and conflicts...that's a rare thing these days."

"...good communicators and they built a strong rapport, early on."

"It's rare to find a team that always looks at the bigger picture, what's best for the client and the relationship...and WTP is truly of that mindset."