Note 12. Income Taxes

 

Selected Information Related to Income Taxes. Significant components of Income before income taxes are as follows (in thousands):

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

U.S.

 

$

41,234

 

 

$

71,659

 

 

$

20,917

 

Non-U.S.

 

 

(6,928

)

 

 

(9,796

)

 

 

(2,812

)

Income before income taxes

 

$

34,306

 

 

$

61,863

 

 

$

18,105

 

 

Significant components of the income tax provision are as follows (in thousands):

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

Current:

 

 

 

 

 

 

 

 

 

U.S. federal

 

$

139

 

 

$

(609

)

 

$

11,603

 

U.S. state and local

 

 

573

 

 

 

1,198

 

 

 

2,289

 

Non-U.S.

 

 

2,092

 

 

 

1,192

 

 

 

269

 

Total current income tax expense

 

 

2,804

 

 

 

1,781

 

 

 

14,161

 

 

 

 

 

 

 

 

 

 

 

Deferred:

 

 

 

 

 

 

 

 

 

U.S. federal

 

 

8,878

 

 

 

12,210

 

 

 

(95,298

)

U.S. state and local

 

 

3,442

 

 

 

533

 

 

 

(19,034

)

Non-U.S.

 

 

(870

)

 

 

(849

)

 

 

(166

)

Total deferred income tax expense (benefit)

 

 

11,450

 

 

 

11,894

 

 

 

(114,498

)

Income tax expense (benefit)

 

$

14,254

 

 

$

13,675

 

 

$

(100,337

)

 

The income tax provision differed from amounts computed at the U.S. federal statutory tax rate as follows (in thousands, except percentages):

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

 

 

$

 

 

%

 

 

$

 

 

%

 

 

$

 

 

%

 

Income tax provision at statutory rate

 

$

7,204

 

 

 

21.0

%

 

$

12,991

 

 

 

21.0

%

 

$

3,803

 

 

 

21.0

%

State and local income taxes, net of federal income tax effect(1)

 

 

4,557

 

 

 

13.3

 

 

 

2,098

 

 

 

3.4

 

 

 

148

 

 

 

0.8

 

Foreign tax effects

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Canada

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Provincial income taxes

 

 

649

 

 

 

1.9

 

 

 

(156

)

 

 

(0.3

)

 

 

 

 

 

 

Nondeductible transaction expenses

 

 

2,253

 

 

 

6.6

 

 

 

2,287

 

 

 

3.7

 

 

 

627

 

 

 

3.5

 

Other, net

 

 

(236

)

 

 

(0.7

)

 

 

223

 

 

 

0.4

 

 

 

22

 

 

 

0.1

 

Effect of cross-border tax laws

 

 

(46

)

 

 

(0.1

)

 

 

(93

)

 

 

(0.1

)

 

 

 

 

 

 

Tax credits

 

 

(4,278

)

 

 

(12.5

)

 

 

(3,770

)

 

 

(6.1

)

 

 

(3,491

)

 

 

(19.3

)

Changes in valuation allowance

 

 

 

 

 

 

 

 

(2,318

)

 

 

(3.7

)

 

 

(103,149

)

 

 

(569.7

)

Nontaxable or nondeductible items

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

Stock-based compensation

 

 

1,233

 

 

 

3.6

 

 

 

(650

)

 

 

(1.1

)

 

 

(2,859

)

 

 

(15.8

)

Nondeductible executive compensation

 

 

2,423

 

 

 

7.1

 

 

 

1,917

 

 

 

3.1

 

 

 

2,771

 

 

 

15.3

 

Nondeductible transaction expenses

 

 

 

 

 

 

 

 

(201

)

 

 

(0.3

)

 

 

(166

)

 

 

(0.9

)

Changes in unrecognized tax benefits

 

 

283

 

 

 

0.8

 

 

 

1,216

 

 

 

2.0

 

 

 

1,086

 

 

 

6.0

 

Other, net

 

 

212

 

 

 

0.5

 

 

 

131

 

 

 

0.1

 

 

 

871

 

 

 

4.8

 

Income tax expense (benefit)

 

$

14,254

 

 

 

41.5

%

 

$

13,675

 

 

 

22.1

%

 

$

(100,337

)

 

 

(554.2

)%

 

(1)
In 2025, the state taxes in California, Illinois, New Jersey and New York made up the majority (greater than 50%) of the tax effect in this category.

 

Cash Taxes Paid. Significant components of income taxes paid (net of refunds received) are as follows (in thousands):

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

 

2023

 

U.S. federal

 

$

 

 

$

1,709

 

 

$

14,790

 

Alabama

 

 

147

 

 

*

 

 

*

 

Georgia

 

 

250

 

 

*

 

 

*

 

Michigan

 

*

 

 

 

344

 

 

*

 

Pennsylvania

 

 

271

 

 

*

 

 

*

 

Other

 

 

1,039

 

 

 

1,889

 

 

 

2,578

 

U.S. state and local

 

 

1,707

 

 

 

2,233

 

 

 

2,578

 

Canada

 

 

861

 

 

 

2,545

 

 

 

268

 

Total

 

$

2,568

 

 

$

6,487

 

 

$

17,636

 

 

* The amount of income taxes paid (net of refunds received) during the year does not meet the 5% disaggregation threshold and is included in 'Other'.

 

Deferred Tax Assets, Liabilities and Valuation Allowance. The Company has recorded deferred tax assets related to federal and state income tax net operating loss ("NOL") carryforwards of approximately $20.5 million and $2.9 million as of December 31, 2025 and 2024, respectively. These federal NOLs, and certain state NOLs, can be carried forward indefinitely.

 

The Company has also recorded deferred tax assets related to federal and state research and development ("R&D") tax credit carryforwards of $4.2 million and $1.9 million as of December 31, 2025 and 2024, respectively. The federal and state R&D tax credits generally may be carried forward 20 years and 5 years, respectively.

 

The Tax Cuts and Jobs Act enacted in December 2017 amended Internal Revenue Code ("IRC") Section 174 to require that specific research and experimental ("R&E") expenditures be capitalized and amortized over five years (15 years for non-U.S. R&E expenditures) beginning in the Company’s 2022 fiscal year.

 

On July 4, 2025, the One Big Beautiful Bill Act ("OBBBA") was enacted. The OBBBA restored immediate expensing for domestic R&E expenditures that required capitalization under IRC Section 174 and reinstated the EBITDA-based limitation for business interest expense under IRC Section 163(j).

 

During 2023, the Company released a significant portion of the valuation allowance that had been previously recorded against its deferred tax assets. In connection with the sale of the Company’s RepairPal equity investment during 2024, the Company released its remaining portion of the valuation allowance. As a result, the Company has no valuation allowance recorded as of December 31, 2024 and 2025. For more information on the sale, see Note 2 (Significant Accounting Policies).

 

Significant components of the deferred tax assets and liabilities are as follows (in thousands):

 

 

 

December 31,

 

 

 

2025

 

 

2024

 

Deferred income tax liabilities:

 

 

 

 

 

 

Indefinite lived intangibles

 

$

(33,949

)

 

$

(24,161

)

Property and equipment

 

 

(5,382

)

 

 

(7,309

)

Right of use assets

 

 

(3,996

)

 

 

(4,227

)

Other

 

 

(2,308

)

 

 

(1,402

)

Total deferred tax liabilities

 

$

(45,635

)

 

$

(37,099

)

 

 

 

 

 

 

 

Deferred income tax assets:

 

 

 

 

 

 

Goodwill

 

$

46,528

 

 

$

55,947

 

NOL and tax credit carryforwards

 

 

24,695

 

 

 

4,813

 

Definite lived intangibles

 

 

21,146

 

 

 

15,204

 

Capitalized research and development costs

 

 

16,273

 

 

 

28,677

 

Accrued compensation

 

 

11,134

 

 

 

11,961

 

Lease obligations

 

 

6,654

 

 

 

7,812

 

Interest expense limitation

 

 

1,558

 

 

 

6,442

 

Total deferred tax assets

 

 

127,988

 

 

 

130,856

 

Net deferred tax asset

 

$

82,353

 

 

$

93,757

 

 

The deferred tax assets and liabilities recognized in the Company’s Consolidated Balance Sheets as of December 31, 2025 and 2024 were as follows (in thousands):

 

 

 

December 31,

 

 

 

2025

 

 

2024

 

Deferred tax assets, net

 

$

88,594

 

 

$

100,530

 

Deferred tax liabilities, net

 

 

(6,241

)

 

 

(6,773

)

Net deferred tax asset

 

$

82,353

 

 

$

93,757

 

 

Uncertain Tax Positions. A summary of the Company’s uncertain tax positions is as follows (in thousands):

 

 

 

Year Ended December 31,

 

 

 

2025

 

 

2024

 

Balance as of January 1

 

$

4,301

 

 

$

3,477

 

Additions based on tax positions related to the current year

 

 

705

 

 

 

680

 

Additions for tax positions of prior years

 

 

79

 

 

 

408

 

Reductions for tax positions of prior years

 

 

(568

)

 

 

(264

)

Balance as of December 31

 

$

4,517

 

 

$

4,301

 

 

As of December 31, 2025 and 2024, the Company had $4.5 million and $4.3 million, respectively, of uncertain tax positions that, if recognized, would affect the annual tax rate.

The Company files a consolidated U.S. federal income tax return, as well as income tax returns in various other jurisdictions, including in Canada. The Company's tax returns are routinely audited by tax authorities, and these tax audits are at various stages of completion at any given time. The Company’s tax returns open to examination by taxing authorities are for years beginning on or after January 1, 2021. The Company believes it has adequate tax reserves to cover potential federal, state or foreign tax exposures.

Historical Timeline

Fiscal YearFiled
2025Feb 26, 2026Showing above
2024Feb 27, 2025
2023Feb 22, 2024
2022Feb 23, 2023
2021Feb 25, 2022
2020Feb 25, 2021
2019Feb 26, 2020
2018Feb 28, 2019
2017Mar 6, 2018

About Income Taxes Disclosures

The income tax disclosure reveals how much a company actually pays in taxes versus what the statutory rate would predict. Analysts focus on the effective tax rate (ETR) reconciliation, which breaks down every item driving the gap between the 21% federal rate and the company's reported ETR — including R&D credits, foreign rate differentials, and state taxes. Deferred tax assets (DTAs) and their valuation allowances signal management's confidence in future profitability: a rising allowance suggests the company doubts it can use accumulated tax benefits. Uncertain tax benefit (UTB) reserves quantify exposure to IRS challenges on aggressive positions.

Key signals to watch: sudden ETR drops without clear operational reasons, large increases in valuation allowances, growing UTB balances, and significant unremitted foreign earnings. Post-TCJA, pay attention to GILTI and BEAT provisions that affect multinational tax structures. Compare the cash taxes paid (from the cash flow statement) against the income tax provision to gauge earnings quality.