State & Local Tax

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Our team of dedicated professionals understands in-depth, the ever-changing state and local tax arena. With specialization in each of the major state and local tax types, our team helps companies of all sizes develop solutions addressing their needs in state income/franchise tax, sales & use tax, employment tax, personal property tax, and state credit and incentive consulting.

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Income and Franchise Tax Consulting

Delivering strategic solutions for minimizing state income and franchise taxes.

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Sales & Use Tax Compliance

Creating efficiencies and economies of scale with our trained sales tax professionals.

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Sales & Use Tax Consulting

Providing taxability reviews, sales tax system and process consulting, nexus and exposure analyses, and technical guidance to complex sales and use tax scenarios.

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State Tax Credits and Incentives Consulting

Pinpointing potential tax-saving opportunities for companies of all sizes.

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Employment Tax Consulting

Helping your business navigate the complexities of payroll, compensation, and benefits taxation.

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Personal Property Tax Consulting

Offering a combination of strategic property tax consulting and compliance services.

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“We consistently take proactive approaches to solving the most complex state tax matters for our customers. Our impactful solutions are unique to each customer.”

Will Clarke

Principal

more insights

How changes to the SALT deduction could affect your tax planningHow changes to the SALT deduction could affect your tax planning

How changes to the SALT deduction could affect your tax planning

Discover how the One Big Beautiful Bill Act (OBBBA) temporarily raises the SALT deduction cap to $40,000, its phaseout for high-income earners, and strategies to optimize tax planning before the cap reverts in 2030.

Article
November 21, 2025
Top 5 overlooked tax-saving opportunities when operating multiple businessesTop 5 overlooked tax-saving opportunities when operating multiple businesses

Top 5 overlooked tax-saving opportunities when operating multiple businesses

Discover tax-saving opportunities for business owners managing multiple entities. Learn how entity structure, strategic elections, advanced planning tools, and knowledgeable advisors can help you reduce tax liability and maximize after-tax income.

Article
November 17, 2025
Running a family-owned business? 7 essential tax strategies to consider before year-endRunning a family-owned business? 7 essential tax strategies to consider before year-end

Running a family-owned business? 7 essential tax strategies to consider before year-end

Discover 7 essential year-end tax strategies for family-owned businesses. Learn how to reduce tax liability, optimize cash flow, and preserve generational wealth through income timing, deductions, charitable giving, and more.

Article
November 14, 2025
2026 Tax Alert: The impact of California’s sourcing rules on asset managers2026 Tax Alert: The impact of California’s sourcing rules on asset managers

2026 Tax Alert: The impact of California’s sourcing rules on asset managers

Discover how California’s finalized market-based sourcing rules will reshape asset management taxation in 2026. Learn what CFOs and fund managers must do now to prepare for investor-based fee sourcing and expanded compliance obligations.

October 27, 2025
How a tech company recovered $1.2 million in state tax refundsHow a tech company recovered $1.2 million in state tax refunds

How a tech company recovered $1.2 million in state tax refunds

Discover how a California-based tech company recovered $1.2 million in state refunds by correcting income apportionment errors. Learn how expert SALT guidance uncovered overlooked savings and helped the business understand their state tax position.

Case Study
October 15, 2025
The top 5 state and local tax issues that could shake your construction businessThe top 5 state and local tax issues that could shake your construction business

The top 5 state and local tax issues that could shake your construction business

Discover how construction firms manage state and local tax issues, the risks involved, and proactive measures to maintain compliance. This article outlines key impacts of SALT challenges on the construction industry.

October 7, 2025

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