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.

solution overviews

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

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Compare real estate funds vs. syndications, explore tax-efficient investment vehicles, and learn how to structure single-member LLCs, REITs, and 1031 exchanges to align with investor goals.

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May 29, 2025
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How tariffs impact sales and use tax across states

Understand the difference between tariffs and tariff-related fees, how they impact sales prices and gross proceeds, and what manufacturers and contractors should consider when managing costs and compliance.

April 17, 2025
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Don’t be fooled by sales tax assumptions in manufacturing

A common misconception in the manufacturing industry is that most transactions are exempt from sales tax. While sales to distributors or wholesalers are typically tax-exempt, failing to comply with proper documentation requirements can lead to significant financial risks.

March 26, 2025
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Solving sales tax complexities for a growing real estate company

Real estate companies are particularly exposed to financial fraud due to their complex financial structures and decentralized banking operations. Implementing a financial automation platform to automate your accounts payable process helps safeguard financial transactions.

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