State and Local Tax
State and local taxes are a key consideration in the day-to-day operations of any business and future growth opportunities. Our state and local tax specialists can provide you with a full range of comprehensive state & local tax services and crucial information on an on-going basis to help you minimize these taxes as well as your exposure. Whether the needs are simple or complex, we can help ensure that your state and local tax burden is properly managed and that you do not pay more than is legally required.
Specialized State and Local Tax Services
Our strategic planning services provide an assessment of your company’s current tax position and work, in cooperation with you, to develop strategic tax planning and savings opportunities, including transaction structuring, business reorganization and restructuring and alternative filing methodologies.
Tax Refunds (income taxes and sales taxes)
Our reverse audit services provide a comprehensive review of your company’s income tax filings, asset purchases and sales revenues to recover overpayments of taxes that may result from compliance errors, recent court decisions and changes in tax policy.
Our tax compliance checkups ensure your systems and records are adequate to minimize audit exposure.
Our audit defense and managed audit services are aimed at representing your business’ interest during state & local tax audits to ensure they pay only what’s fair and actually owed to the taxing jurisdiction.
Our multi-state specialists can assist you to determine if you have a tax liability in other states in which you are doing business, outside of your home state.
Real and Personal Property Valuation and Assessment Appeals
Through our strategic alliances, we can provide expert inventory, appraisal and valuation review and assessment appeals services for real property, machinery and equipment, and other business personal property assets located throughout the country. From informal conferences to administrative level appeals, we can provide local and proven relationships with state and local taxing authorities that enable us to resolve tax controversies quickly and professionally.
Voluntary Disclosure and Registration
Our voluntary disclosure and registration services allow us to represent your business’ interests on an anonymous basis before state revenue departments to correct compliance oversights and tax registration issues at the lowest possible cost, including abatement of penalties and, in some instances, interest on unpaid tax obligations.
Credits and Incentives
Our federal, state and local incentive management and administration services allow us to match your business’ site location or expansion needs with the incentives that are most appropriate, including comparative analysis of competing incentive packages.
Our multi-state specialists can assist you with compliance with the Escheat Laws, including review of assessments and audit defense services.
Our specialists have experience with a wide array of tax software designed to automate the processing of various state taxes and are available to assist your company to fully determine and assess the needs and cost-benefit of implementing competing tax technologies. We also offer assistance with new business, product and/or service line set-up and tax determinations.
Research and Training
Our specialists are available to assist you with answers to your state and local income, sales and use and property tax questions and tax research needs. We can also provide you with periodic updates on changing interpretations, new tax laws, and policies. Our specialists are also available for one-on-one training for you and your staff.
For more information about our State and Local Tax Services, contact
Scotty Amos at (318) 221-3615.