Profile
James M Kelleher
ListedPrivate Equity-Focused Tax Advisory in Fort Worth
About
About
Insight Tax Advisors LLC is a Fort Worth, TX tax advisory firm focused on private equity transactions and portfolio company support.
The firm’s public service areas include M&A tax advisory, sales and use tax compliance, sales and use tax consulting, and state income tax services.
Insight Tax Advisors LLC is a Fort Worth, TX tax advisory firm focused on private equity transactions and portfolio company support. James M Kelleher is listed by the firm as a Managing Director & Founder, and the firm describes its work as senior-led, practical tax guidance for private equity firms, family offices, independent sponsors, venture capital firms, and their portfolio companies.
The firm’s public service areas include M&A tax advisory, sales and use tax compliance, sales and use tax consulting, and state income tax services. Its transaction-related work includes tax diligence and structuring, while portfolio company support includes income and indirect tax compliance and audit support.
Client focus includes investment lifecycle needs such as evaluating transactions, post-close integration, multi-state tax issues, and ongoing portfolio company operations.
Credentials
Credentials
Services
Services
| Service | Format | Fee | Contact |
|---|---|---|---|
| Sales tax | Standard | ||
| Tax planning | Standard | ||
| Tax services | Standard | ||
Client types
Client types
Tax focus
Tax focus
Service areas
Service areas
Fort Worth, TX
Active taxpros in Fort Worth, TX
This profile is unclaimed. Here is a nearby active taxpro.