State and Local Tax Advisory Services

As states expand economic nexus standards and refine apportionment rules, businesses must keep pace to ensure they’re filing where required. We help you evaluate your exposure across jurisdictions and plan accordingly.

• Nexus Analysis: Assess income and franchise tax filing obligations based on physical presence, economic nexus, and factor presence thresholds. 
  
  
• Apportionment Planning: Review sales sourcing and the composition of property and payroll factors to align with each state's rules and minimize excessive taxation.

Proactive nexus evaluation reduces the risk of penalties, audit exposure, and costly surprises as your footprint grows across state lines.

Sales tax obligations are evolving quickly, especially for remote sellers, SaaS providers, and other technology businesses. We help you determine where you owe tax—and on what.

• Sales Tax Nexus Assessment: Identify where your business has sales tax obligations based on criteria like physical presence, economic nexus thresholds, affiliate nexus, and marketplace facilitator rules.
  
  
• Taxability Review: Evaluate whether your products or services are taxable in each jurisdiction, including changing areas such as digital products and SaaS.

Clarifying your sales tax obligations up front helps you stay compliant, reduce audit risk, and avoid collecting—or paying—more than necessary.

Falling behind on SALT compliance doesn’t have to mean steep penalties. We guide clients through the VDA process to resolve past liabilities and move forward with greater confidence:

• Liability and Eligibility Assessment: Estimate your historical exposure and evaluate eligibility to determine if a VDA is the right move.
  
  
• State Negotiations: Prepare and submit applications, working directly with tax authorities to reduce or eliminate penalties and interest.

Our approach ensures a clean break from the past—protecting your business from future audits and reputational risk.

State residency rules can be complex and costly, especially for mobile individuals. We help you navigate these rules and plan proactively.

• Change in Residency Analysis: Analyze where your tax residency and domicile is—based on time spent, connections, and other key factors.
  
  
• Planning Based on Change in Residency: Advise on implications of a chance in residency and/or domicile such as remote worker issues and changes in withholding and income sourcing, including helping with collecting and documenting support in case of a residency audit.

Clear residency planning helps individuals avoid costly disputes and confidently manage multi-state lives.

Many companies overpay sales on their purchases and use tax without realizing it. We help you uncover and recover those dollars.

• Exemption Reviews: We analyze past purchases to identify opportunities for sales and use tax refunds—focusing on exemptions related to manufacturing, R&D, agriculture, and other qualifying activities.
  
  
• Refund Documentation: Assist with compiling and submitting refund claims.

These audits can lead to meaningful cash recoveries and long-term savings.

Property taxes are often one of the largest recurring costs for asset-heavy businesses. We help you evaluate your assessments and pursue reductions where appropriate.

• Assessment Review: Examine property calculations for potential overstatement.
  
  
• Appeals Support: Navigate the appeals process from start to finish.
  
  
• Filing Compliance: Ensure timely and accurate property tax filings across jurisdictions.

Our process helps minimize long-term property tax obligations and avoid unnecessary expenses.

Excise taxes vary by state and industry, affecting industries such as cannabis and alcohol more than others. We help you untangle the complexity, reduce risk, and find more efficient ways to comply.

• Exposure Identification: Determine whether your business activities are subject to excise tax.
  
  
• Process Improvements: Recommend systems and workflows to reduce compliance burden.
  
  
• Minimization Strategies: Identify exemptions, credits, or restructuring opportunities.

The result: a streamlined approach that simplifies compliance and keeps your business audit-ready.

State and local governments offer a range of incentive programs to attract and retain businesses—but navigating the eligibility rules, documentation requirements, and application timelines takes specialized support. We help clients uncover and secure incentives that align with their operations and growth plans.

• Incentive Identification & Qualification: Evaluate eligibility for credits tied to hiring, capital investment, research & development, and geographic expansion.
  
  
• Application & Compliance Support: Assist with preparing applications, documenting qualifying activity, and maintaining compliance with post-award obligations.
  
  
• Negotiation & Audit Defense: Represent businesses in incentive-related negotiations and defend claims during audits or reviews.

We help you pursue and preserve valuable state-level benefits—turning complex incentive programs into strategic advantages.