State & Local Tax

Your Guide Through State & Local Tax Complexities

Business Nexus:

We assess our clients' operations to identify tax filing obligations across various tax types, ensuring compliance and accuracy.

Income & Franchise Tax: 

Our team supports clients in managing state and local income and franchise tax responsibilities by developing practical strategies. These strategies may include apportionment and sourcing reviews, leveraging preferential tax rates, and analyzing differences between federal and state/local tax laws to minimize complexity and generate savings.

Sales and Use Tax:

We assist businesses in mitigating noncompliance risks, enhancing operational efficiency, and uncovering tax planning opportunities. Through exemption analyses and sourcing methodologies, we help identify significant savings opportunities. Our detailed taxability reports clarify the taxation status of products across different states.

Tax Planning: 

We evaluate, propose, and implement tailored tax planning strategies to ensure clients pay the minimum legally required state taxes while aligning with their business goals.

Credits and Incentive Review:  

We help clients identify, secure, and maximize the value of state and local tax credits and incentives, including those for job creation, investment, and real estate projects. Additionally, we provide guidance on compliance requirements to maintain ongoing eligibility for these benefits.

Compliance Review:  

Our experts conduct thorough reviews of state and local tax return processes, offering recommendations to streamline filing, reduce compliance costs, and identify opportunities to minimize overall tax liabilities.