New offerings deliver upstream advisory across the tax lifecycle—from intercompany transaction structuring to federal incentive capture—with outcome-based pricing and expert-verified results.
TARRYTOWN, N.Y., Jan. 28, 2026 /PRNewswire-PRWeb/ -- Exactera today announced a strategic expansion of its tax services portfolio, broadening its transfer pricing practice to encompass the complete transfer pricing lifecycle while extending its R&D tax credit expertise into comprehensive specialty tax incentives. The dual expansion enables the firm to support multinational enterprises across the full tax lifecycle—from structuring defensible intercompany transactions to capturing overlooked federal incentives—with a proactive advisory model that engages before decisions are finalized rather than documenting them after the fact.
Most tax departments engage advisors after decisions have been made—documenting transactions already executed, or discovering incentives they've failed to claim. Tax authorities now examine whether structures reflect genuine economic substance. Meanwhile, regulatory deadlines create urgency: the §179D Energy Efficient Commercial Buildings Deduction and §45L New Energy Efficient Home Credit both expire June 30, 2026, giving qualifying companies less than six months to act.
"Our clients tell us they're tired of open-ended engagements and unpredictable fees. They want to know what they're paying for, what they'll receive, and that it will stand up to scrutiny. Outcome-based pricing and audit-ready deliverables produced with the efficiency of AI are the new baseline for how advisory should work." - Robert Schulte, CEO, Exactera
The expanding transfer pricing service portfolio reflects a fundamental shift in how sophisticated enterprises approach transfer pricing—moving from reactive compliance to proactive strategy. Historically, transfer pricing has been viewed as an annual documentation exercise: transactions occur throughout the year, and advisors document them retrospectively to satisfy local regulatory requirements. But as tax authorities worldwide intensify scrutiny, deploy advanced analytics, and challenge intercompany
arrangements with increasing frequency, that reactive model exposes companies to significant risk.
Our advisory expansion enables clients to engage at the design stage—before intercompany financing structures are finalized, before cost allocation methodologies are implemented, before operational changes create unintended tax consequences. This upstream engagement allows companies to build defensibility into their transfer pricing architecture from the outset, rather than attempting to justify decisions after the fact when options are limited and exposure is already crystalized. The result is fewer audit adjustments, stronger negotiating positions with tax authorities, and transfer pricing that actively supports business strategy rather than merely documenting it.
There is significant opportunity for Specialty Tax Incentives to help companies capture federal benefits— standalone or bundled with R&D Tax Credits.
- Both practices leverage Exactera's proprietary data platform and AI-assisted workflows to accelerate analysis while maintaining expert oversight at critical decision points. All engagements feature outcome-based pricing aligned to deliverables rather than hours billed, giving clients predictability and accountability that traditional advisory models cannot match. Getting Started: Visit [www.exactera.com/advisory-services] or contact your Exactera relationship manager.
Media Contact
David Jones, Exactera, 1 5183905631, [email protected], Exactera.com
SOURCE Exactera
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