CITDirect Tax
Corporate Income Tax Planning
Optimize effective rate, R&D credits, and entity structure across federal and state jurisdictions.
Avg. 4.2pp ETR reductionDiscuss →
Est. 2009 · New York · London · SingaporeCorporate tax counsel
Corporate tax counsel
that earns its seat at the table.
Meridian advises CFOs and general counsel of mid-cap and enterprise groups on the tax positions that move the income statement — provisions, transactions, audits, and the cross-border architecture that holds them together.
$1.7BTax exposure managed in 2025
34Industries advised
12Countries covered
4.2ppAvg. ETR reduction
Practice areas
Six disciplines, one bench.
Every engagement is staffed end-to-end by partners who have lived the issue — not staffed across silos that need translating.
IXTCross-border
International & Transfer Pricing
Defend intercompany pricing, design IP holding structures, and resolve BEPS Pillar Two exposure.
12+ jurisdictions coveredDiscuss →
M&AAdvisory
M&A & Transaction Tax
Diligence, structuring, 338(h)(10) modeling, and post-close integration for buy-side and sell-side.
$3.4B deal volume in 2025Discuss →
SLTMulti-jurisdiction
State & Local Tax (SALT)
Nexus studies, apportionment redesign, sales/use audit defense, and voluntary disclosures.
Audit reduction in 80% of casesDiscuss →
CTRLitigation
Tax Controversy & Dispute
IRS examination, appeals, and Tax Court representation by former Big 4 controversy partners.
93% resolved without trialDiscuss →
PRVReporting
Provision & ASC 740
Quarterly provisions, FIN 48 reserves, and audit-ready workpapers for public and private filers.
PCAOB-grade documentationDiscuss →
Our approach
Three commitments we hold to every file.
Tax is a long-cycle discipline. The work we do this quarter is examined three years from now, by people we will never meet. We build for that reader.
- 01
Position before posture.
We model the defensible position first, then build documentation that survives audit cycles five years out.
- 02
Senior on every file.
A partner reviews every memorandum. No engagement is delegated to a stack of associates and a deadline.
- 03
Quiet execution.
We measure success in penalty-free notices, clean opinions, and CFOs who sleep through quarter-end.
The bench
Senior advisors. No back-office handoffs.
Eleanor Marsh, JD, LLM
Managing PartnerM&A and Transaction Structuring
- Credentials
- Former IRS Office of Chief Counsel
- Based in
- New York
Rohan Kapoor, CPA
Partner — International TaxTransfer Pricing & Pillar Two
- Credentials
- 17 years cross-border practice
- Based in
- London
Sofia Ortega, EA
Director — ControversyIRS Appeals & Tax Court
- Credentials
- Argued 41 reported cases
- Based in
- Washington, DC
Recent thinking
Briefings from the bench.
GloBE safe harbor expirations: what mid-cap groups must lock in by Q3.
Read briefing →Section 174 capitalization: refining the cost study after the third filing season.
Read briefing →Earn-outs and the tax basis stepladder: structures that survived 2025 review.
Read briefing →
Engagement intake
Request a consultation.
A partner reviews every intake within one business day. We will respond with a recommended scope, the team we'd staff, and a fee structure for your approval — before anyone bills an hour.
- Privileged review by a tax partner — not a sales associate.
- Conflict and independence check completed before scope.
- Fixed-fee or capped-hours options on most engagements.