Specialty Tax Expertise for Manufacturing & Distribution Companies

When your operations span multiple states, so do your tax obligations. We help you stay ahead of compliance challenges and reduce audit risk.

• Income & Franchise Tax Nexus & Apportionment Analysis: Evaluate where you're required to file based on sales, payroll, and property, while also reviewing apportionment and group reporting considerations.
  
  
• Sales & Use Tax Nexus & Taxability Reviews: Determine where you have sales tax obligations and clarify the taxability of your products or services across jurisdictions, including digital goods and bundled offerings.
  
  
• Sales Tax System Setup & Support: Establish processes to handle tax collection, remittance, and exemption management across platforms.
  
  
• Sales & Use Tax Exemptions for Manufacturing Purchases: Identify and recover overpaid sales tax on qualifying purchases while ensuring future compliance with available exemptions.
  
  
• Voluntary Disclosure Agreement (VDA) Support: Proactively resolve historical issues and reduce penalties.

Our proactive approach reduces surprises and frees you to grow confidently, wherever your business takes you.

For manufacturers and resellers, inventory tax accounting isn’t just a compliance exercise; it’s a key driver of taxable income. Section 263A (UNICAP) requires businesses to capitalize certain indirect costs into inventory, which can significantly affect cost of goods sold, taxable income, and financial reporting.

• 263A Applicability & Analysis: Determine whether your operations fall under Section 263A and identify the direct and indirect costs that must be capitalized.
  
  
• Inventory Costing Methodologies: Review and refine cost allocation methods to ensure compliance while optimizing tax outcomes.
  
  
• Cross-Border Considerations: Address 263A implications relating to cross-border reporting for foreign-owned U.S. entities and U.S. subsidiaries reporting on Form 5471 and other international tax filings.
  

Whether you’re scaling production, expanding cross-border, or preparing for an audit, our detailed approach ensures you stay compliant and take full advantage of available opportunities.

We help you identify and secure credits tied to investment, R&D, and job creation, lowering your effective tax rate and supporting growth.

• State & Local Incentives: Secure credits tied to expansion, hiring, and capital investment.
  
  
• Federal R&D Credit Support: Maximize benefit from qualified research activities.
  
  
• Audit-Ready Documentation: Maintain proper substantiation to withstand federal or state scrutiny.

The result: tax savings that free up capital for reinvestment.

Cross-border activity adds another layer of tax complexity. We help you structure your operations to reduce tax exposure and support long-term supply chain goals.

• Tariff Planning: Analyze short-, mid- and long-term opportunities for valuation, classification, sourcing optimization, and restructuring.
  
  
• Cross-Border Structuring: Design tax-efficient structures for procurement, manufacturing, and distribution entities, including alignment of R&D functions and intellectual property ownership to optimize deductions, credits, and long-term value creation.
  
  
• Global Tax Minimization Strategies: Structure operations and repatriation strategies to reduce the global effective tax rate, leveraging treaty benefits, foreign tax credits, and local tax jurisdiction considerations.

We help you stay ahead of international tax risks—improving efficiency, preserving optionality, and avoiding costly surprises.

We bring seasoned judgment to tax disputes and audits—helping protect your position with precision.

• Audit & Appeals Representation: Manage federal, state, and local audits and appeals with clear communication and a strong technical position.
  
  
• Penalty Abatements & Other Waiver Requests:  Identify opportunities to reduce or eliminate tax penalties.

Whether you're dealing with federal, state, or local authorities, we help you move through tax disputes with clarity and control.