State and Local Tax Compliance Services

State and local taxes (SALT) compliance and planning is an essential piece of the puzzle for most business owners. Our tax professionals can provide strategic management of state and local taxes to achieve financial objectives. In addition, if not compliant, businesses can become subject to state and local tax examinations which can result in considerable disruption and penalty exposure. Our SALT team can assist you in analyzing this complex area of taxation for permanent and recurring savings, while effectively managing your audit and penalty risk exposure.

Our Tax Compliance tax professionals can provide you and your business with guidance and reporting services in all areas of state and local taxation including:

• Individual taxes such as residency issues and tax controversy representation
• State/local tax aspects of transactions (e.g., acquisitions/dispositions, restructurings) while considering matters such as potential tax exposure, risk-mitigation strategies and the tax treatment of large purchases or sales
• Internal tax accounting processes as related to state/local taxes such as accounting for income taxes, uncertain tax positions and disclosures in financial statements
• Development and implementation of prospective tax planning strategies, including structural (form-of-entity) and non-structural alternatives
• Identification and pursuit of refund opportunities for income, franchise and indirect taxes (e.g., sales and use tax, value-added tax, excise tax)
• Credit/incentive services including identification, negotiation and development of compliance processes to maximize credits, grants and other incentives
• State/local tax controversies, frequently involving nexus studies, tax rulings, voluntary disclosure or amnesty programs
• Compliance services, including income/franchise, sales/use and miscellaneous filings (e.g., unclaimed property, annual reports, registrations)
• Review of state/local tax processes and automation facilities to streamline internal compliance processes
• Evaluating whether to file composite returns for business rather than have individual owners file in multiple jurisdictions
• Representation and support in state and county tax audits
• Multistate individual taxation including residency issues, income-sourcing, and minimization of state and local taxes
• Property tax consulting