Now accepting 2026 engagements

Tax strategy
that pays for itself. scales with you. wins the audit. closes the deal.

Impact Tax is the senior-only strategic practice for growth-stage companies, founders, and PE-backed businesses. One principal, every engagement, end-to-end.

Trusted by
SaaS founders PE-backed cos Series A–D
Client impact · live
FY19—NOW
Total client savings identified
$0.0M
↑ +$8.2M this fiscal year
R&D CREDITS
R&D credits
$18.4M
SALT optimization
$14.1M
Transaction tax
$9.7M
NEW · R&D study booked +$340K
DEFENDED SALT audit · CO ✓ Win
PRACTICE COVERAGE ·
SALT — 50 states R&D — §41 federal & state M&A — buy + sell side ASC 740 International — 6 countries Controversy
01 / SERVICES

Six disciplines.
One principal.

Senior-led, end-to-end. No partner introductions followed by junior-staff execution. Spencer leads every engagement personally — that’s the whole product.
01

State &
Local Tax

Nexus studies, apportionment, voluntary disclosure, and audit defense across all 50 states.

SALT · NEXUS · VDA
02

R&D Tax
Credits

Federal and state §41 studies engineered to survive examination, not just to file.

§41 · PAYROLL · STATE
03

Tax
Controversy

Audit representation, appeals, voluntary disclosure, and penalty abatement.

AUDIT · APPEALS
04

Transaction
Tax

Diligence, §338(h)(10), F-reorgs, and post-close integration for PE-backed deals.

M&A · STRUCTURING
05

Income Tax
Provision

ASC 740 provisions, uncertain positions, deferreds, and audit-ready workpapers.

ASC 740 · UTPs
06

International
Tax

Cross-border structures, GILTI & BEAT, transfer pricing, Subpart F planning.

GILTI · BEAT · TP
SPENCER TIMMERMEYER PRINCIPAL · 2026
02 / THE PRINCIPAL

Two decades
inside Big Four.
Now one practice.

I spent twenty years inside Big Four and regional firms watching the same pattern: strategic tax work sold by partners, executed by juniors, defended by nobody.

Impact Tax inverts that. One senior practitioner, end-to-end, every engagement. If we take it on, I’m in your workpapers, on your call, and across the table from the agent.

20+
YEARS EXPERIENCE
CPA
CO · NATIONAL
4.2yr
AVG. RETENTION
Spencer Timmermeyer
MANAGING PRINCIPAL · IMPACT TAX
03 / INDUSTRIES

Verticals we
know cold.

Pattern recognition across seven sectors where the tax code actually moves the needle.
VRT.01

Technology
& SaaS

62ACTIVE
VRT.02

Private
Equity

41ACTIVE
VRT.03

Manufacturing
& Industrials

28ACTIVE
VRT.04

Real Estate
& Construction

24ACTIVE
VRT.05

Healthcare
& Life Sci

19ACTIVE
VRT.06

Financial
Services

15ACTIVE
VRT.07

Energy
& Resources

11ACTIVE
+

Founder-led
businesses

OPEN
04 / METHODOLOGY

How we work,
in four moves.

Every engagement follows the same arc — diagnostic, strategic, executional, defensive. We don’t sell hours; we sell outcomes you can take to the board.
PHASE 01
Diagnose
A deep, no-cost audit of your current tax posture. Returns, provisions, prior advice, and what’s lurking under the hood.
DURATION
14 DAYS
PHASE 02
Strategize
Written, multi-year plan tied to your business model — modeled, quantified, and stress-tested against likely scenarios.
DURATION
4–6 WEEKS
PHASE 03
Execute
Returns, provisions, elections, credit studies — built to top-tier-firm standard with senior judgment in every workpaper.
DURATION
ONGOING
PHASE 04
Defend
We stand behind every position we take. Audited, we represent. Challenged, we appeal. Right, we’ll prove it.
DURATION
AS NEEDED
05 / RESULTS

The work,
in numbers.

Aggregate outcomes across all engagements led by Spencer personally, FY19 through today.
ENGAGEMENTSALL-TIME
200+
Engagements led end-to-end by Spencer personally.
COVERAGEFOOTPRINT
35/6
U.S. states and countries where positions have been defended.
RETENTIONAVERAGE
4.2yr
Average client retention across the practice.
GET IN TOUCH

Let’s talk
about your
next move.

Free 30-minute strategy call. If we’re not the right fit, you’ll leave with a sharper view of your tax posture anyway.
Book a call
OFFICE
385 Inverness Pkwy, Ste 390
Englewood, CO 80112