Does a firm’s life cycle explain its propensity to engage in corporate tax avoidance?

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2016

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Hasan, M.
Al-Hadi, A.
Taylor, G.
Richardson, G.

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European Accounting Review, 2016; 26(3):1-33

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Mostafa Monzur Hasan, Ahmed Al-Hadi, Grantley Taylor and Grant Richardson

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This study examines the association between firm life cycle stages and corporate tax avoidance employing the Dickinson (2011) model of firms’ life cycle stages. Based on a large dataset of U.S. publicly listed firms over the 1987–2013 period, we find that compared to the shake-out stage of a firm’s life cycle, tax avoidance is significantly negatively associated with the growth and maturity stages, and significantly positively associated with the introduction and decline stages of a firm’s life cycle. In fact, we observe a U-shaped pattern in tax avoidance outcomes across the life cycle, consistent with the predictions of both dynamic resource-based dependence and agency theory. Finally, our results are robust to alternative measures of firm life cycle stages.

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© 2016 European Accounting Association

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