The first, most basic and fundamental role is one of full-service and comprehensive tax advocacy. It positions your organization as a resource for tax writers. We only handle tax issues, but we have specialties in several areas of tax–from international taxation, to issues on tax-exempt entities and charitable organizations, and especially an in-depth knowledge on business credits, including all energy and R and D credits.

We can keep you informed and protected in an effort to best ensure that your effective tax rate is as low as possible and incentivize keeping your Intellectual Property in the US.

The key concept is to take a strong, proactive approach on your behalf sooner, rather than later, and get the strategy and advocacy campaign(s) started immediately to maximize your reach and your capacity to be heard by the policymakers. Usually before hundreds of screaming voices are fighting for time and attention of key members and staff.

Small changes to the tax code can be extremely helpful or harmful to a business. We can help prevent those changes or help affect those changes. D Squared Tax Strategies can be a tool to you in getting the most out of changes to the US Tax Code and the resulting regulations.

This process is challenging, and could take many months/years. The earlier you engage our services, the better your chances will be to have a meaningful impact on the legislative process and achieve your goals.

Tax law implementation efforts are “officially’ underway at the IRS and Treasury and in the House and Senate. Hearings, meetings between members, staff and industry interests are taking place. Conversations are ongoing, key decisions are being made and deals are being struck on complying with and the expiration of the TCJA. Plus, regulations on the IRA-which included several energy tax provisions.

Essentially, retaining our services can give you everything from vital intelligence to money-saving advocacy.

“Just the Tax Ma’am.”

Our D Squared Tax Policy Analysis service is offered as a monthly subscription, which gives you the ability to call D Squared with any questions or to clarify information or to ask questions about how the IRS/Treasury and the Hill is expecting the tax law to be implemented.

It is designed for investors—businesses or individuals—who would like to ask specific questions about provisions being considered and discussed on the Hill and about new bills that are introduced.

It’s for companies or individuals who want more information about what the tax committees are doing and a little informed discussion for either themselves or their clients with members of our team who spend their days (and sometime nights) working on tax policy in DC.

It is also designed to fill a niche for DC consulting firms and law firms which have clients who may want to know these things, but the firm is without an in-house tax lobbyist.

It’s like having a Tax Elf on Your Shelf.

We can bring you raw data and both refine and explain it. Especially in light of The Tax Cuts and Jobs Act expirations in 2025 and Inflation Reduction Act and its MANY regulations, there is a lot of confusion for everyone on how to move forward and comply with almost every aspect of the new law.

What were the intentions of the tax writers? How will regulations be written and what new fresh changes will go into the next bill. The passage of the IRA is only the beginning in and we can help provide answers and clarity.

We can give you the ability to be in the know, without having to be on the Hill talking to the right staff or members AND have it all explained to you.

You can choose areas of tax to be monitored closely, without the cost of advocacy. Advocacy can be added at any time, or not at all. The choice is yours.

We will help you understand important news and information and continuously monitor the tax political and policy environment to anticipate, identify and assess opportunities and threats to you or your clients at the earliest stage possible. Every relationship with D Squared Tax Strategies can be customized for every client.

There is no doubt that we are fighting an uphill battle with any tax issue, as cost and offsets can eclipse other factors in play. There are political movements underway to let tax benefits expire, rework them to be more efficient or get rid of them altogether, as part of regulatory reform. With that in mind, tax work is different than other policy initiatives and must be approached as such.

D Squared, is in an exceptional position to be able to gather the necessary information- not always readily available to others- and outstanding intelligence and report back to you in an effort to help you navigate this tax process and identify the key moment to act. Possession of this kind of information will make both your company feel informed and in the loop on Federal tax activity.

Make D.C. and Congress accessible and understandable in concise, yet comprehensive conversations.

In-depth analysis to help you understand how the information and insight impacts you and your priorities.

Make clear how an industry or company will be harmed, both directly and indirectly, if they ignore D.C. and Congress.

Help identify opportunities that could be favorable to you, your bottom line and goals.

Identify threats in a timely manner, so you can react, before they become a problem.

Gauge when the needle is moving on issues of importance – helping you make better decisions.