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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 through credits and incentives.

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
  • Tax Registrations
  • 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
  • Sales Tax Exemption Certificate Management and Maintenance
  • Tax Return Amendments
  • Tax Notice Consulting
  • Assistance with Indirect Tax Budgeting
  • Local and Gross Receipts Taxes (i.e., Chicago PPLT, Los Angeles LABT, OH CAT, WA B&O)

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 in all states while minimizing compliance time and costs.

  • 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
  • Economic Nexus Compliance
Audit Defense

A good audit defense strategy can give you peace of mind in knowing you’re prepared for an audit. With former state tax auditors on our team, our advisors can assist in navigating an audit and minimizing the cost. We help businesses with income tax, sales and use tax and property tax compliance and respond to inquiries such as:

  • Are audit questionnaires required to be completed?
  • Should a waiver be signed, and if so, are edits allowed?
  • What records are required to be provided, and must we provide all records on the request list?
  •  What if I have overpayments during the audit periods?
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. Some projects can be done on a contingent fee basis.

  • Reverse Audits to Identify Income Tax Opportunities
  • Reverse Audits to Obtain Sales/Use Tax Refunds
  • Property Tax Reviews
Credits and Incentives

State and local tax credits and incentives can provide valuable funding opportunities for businesses. Your business may be eligible range of incentives, such as R&D tax credits, job creation incentives, and renewable energy credits, tailored to specific activities and industries. We understand the nuances and requirements of state and local tax incentives and help businesses across the country leverage credits to stimulate innovation, job growth, and investment in areas like historic preservation, film production, and environmental sustainability.

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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

Why Work with Anders

Unparalleled Expertise

Our State and Local Tax advisors understand the challenges faced by companies of all sizes because we have hands-on tax and legal counsel experience at Big 4 firms, Fortune 500 and Global 200 companies. We also have former state tax auditors on the team and offer the type of consulting services companies need to navigate the state and local tax compliance landscape.

Time-Saving Efficiencies

We can work directly with your IT department to leverage existing data so you can get back to business. By collaborating alongside our federal and state income tax teams, we can streamline processes and eliminate redundant requests with minimal back and forth.

True Partnership

When you work with Anders, you partner with an experienced team that has your best interests in mind. We take the time to understand your business and offer solutions, whether it’s collaborating with your tax software vendors for the appropriate set up, defending you on tax audits, or analyzing tax payments to uncover refunds.

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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