Senior advice and hands-on execution for CFOs, controllers, and tax teams navigating complex structures, transactions, and public-company reporting.
Clear technical conclusions.
Practical plans your finance team can execute.
Focused support for a critical project, a reporting cycle, or the tax function’s next stage.
Prepare the tax function for public-company reporting, from historical financials to the first public-company close.
Bring clarity and capacity to annual and quarterly income tax reporting, with documented technical conclusions.
Senior oversight and hands-on execution when a role is open or your team needs experienced support.
Navigate the tax accounting implications of transactions and multi-tiered partnership and corporate arrangements.
Help your team put AI to practical use across tax and finance, with the controls and documentation your auditors expect.
Engagements do not include audit, review, or other attest services.
Altessa scopes each engagement around your business issue, reporting deadline, and team capacity—not a standard package.
Review the milestone, reporting process, available resources, and decisions that need attention.
Agree on scope, timing, and ownership. For readiness work, prioritize gaps and remediation.
Complete the technical analysis and reporting work, coordinate with advisers, and track open items.
Document conclusions and transfer knowledge so your team can carry the work forward.
Altessa Advisory is led by a tax accounting professional with over 17 years of experience across Big 4 advisory and in-house tax at an investment bank.
Experience spans pre-IPO companies and established public companies in pharmaceuticals, technology, media, energy, oil and gas, and financial services.
The work centers on complex structures, including multi-tiered partnership and corporate arrangements such as Up-C, and on public-company readiness: provisions, disclosures, and the processes behind them.
Altessa’s principal has led multi-tier engagement teams across concurrent engagements and served as the escalation point for technical positions. That background informs the analysis, documentation, and communication a CFO, controller, or audit committee needs to make informed decisions.
Altessa also helps finance teams build AI into their own processes, with clear controls and documentation.
Every engagement is led and delivered by the practice’s principal.
A defined review of tax accounting, disclosures, processes, and capacity, with prioritized findings and a remediation roadmap.
Senior ownership during a vacancy or transition, or ongoing part-time leadership tailored to your team’s needs.
A clearly scoped provision, transaction, carve-out, technical accounting, or disclosure workstream.
Continuity on technical decisions and reporting priorities across quarterly closes and business changes.
A few practical details about working with Altessa.
No. Altessa also supports private companies and established public companies with tax accounting, provisions, transactions, controls, and interim leadership. IPO readiness is one part of the practice.
Yes. An engagement can complement your internal team, external tax advisers, and auditors. Responsibilities and deliverables are agreed at the outset so the work is coordinated.
Interim support fills a temporary leadership need, such as a vacancy or transition. Fractional support provides ongoing senior involvement on a part-time basis. The cadence and scope depend on your company’s reporting needs.
The first conversation covers your priorities, deadlines, available information, and required deliverables. The proposal then sets out the scope, responsibilities, timing, and fee arrangement before work begins.
A brief description of the issue, your next reporting or transaction milestone, and where the team needs support. Confidential documents can be shared later through an agreed secure channel.
Start with a brief overview of the support you need and your next reporting or transaction deadline.