State and Local Tax

Keep your state, local and federal taxes in check so you don't overpay.

Pay Only What You Owe and Uncover Opportunities for Refunds

Our State and Local Tax (SALT) advisors help businesses navigate changes and understand applicable state and local laws. Anders helps companies stay ahead of tax compliance, tax planning adjustments and specific state and local tax requirements. We track tax trends, policies and regulations across the U.S. and offer ways to minimize your tax burden.

Payroll Remediation

Remote work and work-from-home policies are a great way to attract and retain top talent, but it makes filing out-of-state payroll taxes even more complicated. We help employers navigate these complex filings to ensure they aren’t subjected to steep penalties by performing the following services:

  • Review and Remedy Incorrectly Filed State Payroll Tax Withholding
  • Negotiate with State Governments to Reduce or Waive Penalties
  • Ensure Ongoing Compliance through Process Improvement
Audit Defense

A good audit defense strategy can give you peace of mind in knowing you’re prepared for an IRS audit. We help businesses navigate income tax, sales and use tax and property tax compliance and respond to inquiries so you don’t have to navigate it on your own.

  • Income Tax Audit Representation
  • Sales/Use Tax Audit Representation
  • Property Tax Audit Representation

Complying with complicated state and local tax requirements can take a lot of time and effort. Our advisors can ensure you and your business are taking the proper measures for income, sales and use and personal property tax compliance.

  • Income Tax Compliance
  • Sales/Use Tax Return Preparation Outsourcing
  • Real Estate and Personal Property Tax Compliance
  • Compliance Process Review to Identify Areas of Exposure and Streamline Process
Reverse Audits

No one wants to overpay taxes. Our state and local tax advisors stay on top of evolving regulations and can perform reverse audits to ensure that you’re paying the amount you need to be, and receive refunds on any unnecessary payments.

  • Reverse Audits to Identify Income Tax Opportunities
  • Reverse Audits to Obtain Sales/Use Tax Refunds
State and Local Tax Consulting

Navigating the complex state and local tax laws to help you stay compliant while avoiding over-payment is one of the things we do best. We work with businesses on personalized tax assessments, reviews and strategies to fit their needs, including:

  • Training on Sales/Use Accounting and Procedures
  • Specific Industry Sales/Use Tax Manuals
  • Nexus Studies and Evaluations
  • Anonymous Voluntary Disclosures Services
  • Letter Ruling Requests
  • Specific Issue Research & Analysis
  • Construction Contract Reviews to Identify Project Flow-Through Exemptions
  • Development and Implementation of Internal Controls, Policies and Procedures
  • Real Estate and Personal Property Tax Assessment Reviews
  • State Income Tax Credit/Incentive Reviews
  • Taxability Matrix Preparation
  • FAS 5/ASC 450 Risk Analysis
  • Mergers & Acquisitions Due Diligence and Consulting
  • Tax Exemption Acquiring Projects
  • Tax Return Amendments
  • Tax Notice Consulting

Industries We Work With

No matter the size of your business or your unique state and local tax needs, our specialists focus on the following industries and serve others as well:

Success Stories

Performed Economic Nexus Study to Determine State Liabilities

Following the South Dakota v. Wayfair decision, our client needed to evaluate which states they owed sales and use tax. Our State and Local Tax Services Group performed a nexus review to look into sales in each state against state thresholds and determine liabilities in each of the states. Our team identified that the company needed to register in 30 states to avoid a large tax liability for non-compliance.

Cut Sales/Use Tax Liability in Half Through Exempt Certificate Analysis

A manufacturing client discovered that they had economic nexus in multiple states following the South Dakota v. Wayfair decision. Our State and Local Tax Services Group came in and performed an exempt certificate analysis, looking at sales in each state to determine which customers were exempt and then asking for exemption certificates. After obtaining and applying the exemption certificates to customer accounts, we were able to help cut their multi-million sales and use tax liability in half.

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