baker tax law

What baker tax law does

Baker Tax Law is a privately held boutique tax law firm founded in 2023 by Mike Baker, a former Cooley LLP and Wilson Sonsini attorney with over 450 M&A transactions of experience and credentials including a Tax LLM from NYU and a J.D. from Cornell. The firm delivers federal tax, employee benefits, and employment-related legal advisory services to three primary client segments: emerging companies and startup founders navigating equity compensation, entity formation, and exit transactions; venture capital and private equity funds requiring deal structuring, fund formation, and cross-border tax counsel; and highly compensated executives negotiating employment agreements, equity packages, and separations.

The practice is built around specialized technical niches — Qualified Small Business Stock (QSBS) planning, Section 280G parachute payment analysis, S Corp F-reorganization QSub drops, stock option design (ISOs, NSOs, 83(b), 409A), and emerging areas such as token compensation. Practice areas span M&A tax, LLC and partnership taxation, S corp structuring, international tax, and state and local tax. The firm operates on a 100% remote model with a distributed team of approximately 11 attorneys and staff located across at least nine U.S. states, with no central office.

Revenue is generated through professional services fees, billed on an engagement basis with hourly or fixed-fee arrangements typical of boutique tax firms; pricing is not publicly disclosed and the firm offers free initial consultations. Client acquisition is driven primarily by content marketing through a deep technical blog and inbound referrals within the venture/startup ecosystem. There is no disclosed institutional funding, parent company, or external ownership — Baker Tax Law is founder-owned, with Mike Baker as Founding Partner and Jason Sacks as Managing Partner and co-chair of the Tax practice group.

Name

baker tax law

Legal name

Baker Tax Law, LLC

Website

https://mbakertaxlaw.com

Company type

Private

Founded year

2023

Operating status

Operating

Short description

Baker Tax Law is a boutique, fully remote tax law firm founded in 2023 that advises emerging companies, venture capital/private equity funds, and executives on federal tax, M&A structuring, QSBS, equity compensation, and employee benefits matters.

Ownership category

akta.pro rank

Product category

Tax Law Services

NAICS

Offices of Lawyers (541110)

SIC

Services-Legal Services (8111)

akta.pro primary industry

Tax Law (BPAHAAAG)

Keywords

• Tax law advisory
• Mergers and acquisitions tax
• Qualified small business stock
• Employee benefits counsel
• Partnership taxation

Headquarters

HQ city

St. George

HQ country

United States

HQ region

North America

Offices9 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Technology or R&D, Others

Revenue model

1. Legal Advisory Services: Baker Tax Law provides sophisticated tax law and employee benefits & compensation advisory services to emerging companies and executives. Revenue is generated through professional legal service fees, likely billed on hourly rates or fixed-fee arrangements typical of boutique tax law firms.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels2 records

Core offering

Baker Tax Law is a boutique tax law firm providing federal tax, employee benefits and compensation, and employment-related legal advisory services to emerging companies, venture capital and private equity funds, and highly compensated executives. The firm specializes in M&A tax structuring, Qualified Small Business Stock (QSBS) planning, equity compensation (ISOs, NSOs, Section 83(b) and 409A), entity formation and conversions (LLCs, S corps), partnership taxation, international tax, state and local tax, and executive employment/separation negotiation.

Product overview

Baker Tax Law is a boutique tax law firm offering legal advisory services across federal tax law, employee benefits and compensation, and employment matters. The firm does not offer software products or technology platforms; its services are delivered as legal counsel and representation provided directly to clients by its attorneys. Practice areas include M&A tax structuring, QSBS planning, LLC and S Corp taxation, stock options, Section 83(b) and 409A matters, international tax, and state and local tax advisory.

Differentiator

Problem solved

Functional benefit

Products and services

• M&A Tax Structuring Tax counsel on mergers, acquisitions, reorganizations, earnouts, double mergers, asset sales, S Corp F reorg QSub drops, liquidations after asset sales, rolling equity, and exercise timing near closing. Serves emerging companies, VC/PE funds, and selling shareholders.
• QSBS Planning Qualified Small Business Stock (QSBS) advisory including qualification analysis, trust stacking, 10x basis, rollover planning, attestation letters, and limits on assets held. Aims to help clients achieve 0% federal tax on up to $10M-$15M of qualifying gain.
• Equity Compensation Advisory Advisory on stock options (ISOs vs NSOs), option grants, repricings, extensions, warrant design, early-exercise strategy, Section 83(b) elections, Section 409A deferred compensation, and discount stock option issues for executives and companies.
• Employment and Executive Compensation Advisory Drafting and negotiation of employment agreements, offer letters, separation agreements, equity plans, award agreements, deferred compensation arrangements, and 280G parachute payment mitigation for executives and companies.
• Partnership and LLC Tax Advisory Tax advice on LLC formation, conversions (LLC to C corp, LLC to S corp), partnership equity structuring, SAFEs in LLCs, sale of LLCs taxed as partnerships, and partnership tax planning for private investment funds and portfolio companies.
• Secondaries and Midstream Liquidity Advisory Tax structuring for secondary purchases plus exchanges and midstream liquidity events, serving VC/PE funds and emerging companies.
• International Tax Advisory Cross-border tax structuring for M&A, joint ventures, partnerships, and financing transactions across software, e-commerce, biotech, pharma, manufacturing, and VC/PE sectors, led by Mark Hrenya and Ayelet Bielitsky-Katzir.
• State and Local Tax Advisory State and local tax planning, compliance, nexus determinations, and audit defense for companies and individuals, provided through Seth Rabe's affiliated practice Rabe State & Local Tax Consulting PLLC.

Quantifiable outcome

• 0% federal tax on up to $10M-$15M in QSBS gain
• +2 more outcomes

Named customers3 records

Segments3 records

Ideal customer profiles3 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

One partnership is on record.

• Leo BerwickcoreStrategic or Co-development PartnerBaker Tax Law announced a strategic partnership with Leo Berwick. The firm stated 'Baker Tax Law is excited to announce its strategic partnership with Leo Berwick.' This partnership was announced on the firm's homepage and appears to be a formal collaborative relationship aimed at expanded client services. Details of the partnership scope were not fully disclosed in the source material.

Scale indicators2 records

Expansion highlights6 records

Direct peers

• Caplin & Drysdale: Long-standing boutique tax law firm in Washington, DC advising high-net-worth individuals, businesses, and exempt organizations on federal and international tax matters. Highly comparable as a tax-specialist boutique with a similar premium client base.
• Miller & Chevalier Chartered: Washington, DC-based boutique tax controversy and planning firm serving corporations, partnerships, and high-net-worth individuals. Comparable as a focused tax boutique with similar practice areas and clientele.
• Kostelanetz & Fink: New York boutique with a renowned tax controversy and white-collar practice. Comparable size and structure to Baker Tax Law, with a similar narrow specialist focus and high-end clientele.
• Chamberlain Hrdlicka White Williams & Aughtry: Atlanta-based tax-focused law firm with private client, estate planning, and tax controversy practices. Comparable as a tax-specialist firm serving sophisticated individuals and closely held businesses.
• Roberts & Holland LLP: Boutique tax law firm in New York advising closely held businesses, family offices, and high-net-worth individuals on federal, state, and international tax. Closely comparable boutique model serving high-end tax clients.

Broad incumbents

• Sutherland Asbill & Brennan: Larger full-service firm with a well-regarded tax practice covering federal, international, state, and transfer pricing matters. Comparable tax capabilities but operating at broader scope and larger scale than Baker Tax Law.
• Cooley LLP: Major AmLaw firm with deep emerging companies and tax practices. Several Baker Tax Law team members (Mike Baker, Mark Hrenya) previously worked at Cooley; it is a primary competitive reference point for Big Law tax and equity compensation work.
• Wilson Sonsini Goodrich & Rosati: Premier Silicon Valley law firm serving technology, life sciences, and growth companies with strong tax capabilities. Founding Partner Mike Baker and Managing Partner Jason Sacks both came from WSGR; represents the Big Law benchmark Baker Tax Law positions against.
• Andersen (formerly Andersen Tax): Global tax and advisory firm providing tax planning, consulting, and legal counsel to corporations, individuals, and funds. Broader than Baker Tax Law but comparable in tax-services focus and founder/PE clientele.

Others

• Gunderson Dettmer Stough Villeneuve Franklin & Hachigian: Silicon Valley law firm focused on emerging companies, venture capital, and M&A. Not a tax boutique, but directly comparable target market (founders, VCs, emerging companies) where tax counsel is often needed.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Key risks5 records

Key highlights7 records

Customer concentration

• LinkedInlinkedin.com/company/baker-tax-law

Revenue estimate

Valuation estimate

Number of profiles

Profiles9 records

Funding overview

Funding rounds

Investors

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about baker tax law