Multistate Tax Services

Understanding where your business has filing obligations is a critical first step in maintaining compliance. Our Nexus Study Report provides a thorough analysis of your multistate footprint by evaluating physical operations, remote seller and affiliate relationships, economic activity, and marketplace transactions. This review helps quantify potential areas of exposure and clarifies where registrations or filings may be required.

In addition to nexus evaluation, we offer industry-specific consulting to address the unique tax challenges faced by different sectors.

• Manufacturers and distributors: Inventory and property apportionment strategies and incentive and credit optimization.
• Construction and real estate: Contractor nexus analysis, guidance on local tax compliance, and tax considerations for materials and labor.
• Professional service firms: Income sourcing rules, market-based sourcing analysis, and remote workforce apportionment planning.
• Retailers and SaaS providers: Economic nexus compliance for digital goods/services and sourcing and taxability studies for software and cloud services.

Our risk assessment services provide a comprehensive review of your current compliance posture. We identify exposure areas, evaluate potential liabilities, and highlight compliance gaps that may leave your organization vulnerable. From historical exposure remediation and penalty abatement to supporting Voluntary Disclosure Agreements and state tax amnesty programs, we help clients proactively resolve issues before they escalate.

Whether you are expanding into new markets, restructuring your organization, or evaluating state tax efficiency, our planning services provide strategic insight. We analyze the tax impact of business relocations, assist with entity structuring to improve state tax outcomes, and identify opportunities to reduce liabilities through favorable sourcing methodologies. Our goal is to help you create a sustainable, efficient multistate tax strategy.

Before a state agency initiates an audit, it can be invaluable to understand how your current processes and data would hold up under scrutiny. Our mock audits replicate the audit experience by identifying exposure areas, reviewing documentation, and providing guidance on sampling methodologies. We conclude with a Health Check Report that summarizes your risk profile and offers practical recommendations.

Before a state agency initiates an audit, it can be invaluable to understand how your current processes and data would hold up under scrutiny. Our mock audits replicate the audit experience by identifying exposure areas, reviewing documentation, and providing guidance on sampling methodologies. We conclude with a Health Check Report that summarizes your risk profile and offers practical recommendations.

During a merger, acquisition, or business restructuring, state tax issues can significantly affect deal value and future risk. We provide multistate due diligence support by assessing reporting weaknesses, quantifying historical exposure, and identifying material risks. Our recommendations help both buyers and sellers make informed decisions throughout the transaction process.

Many states offer valuable credits and incentives to support business growth, innovation, and job creation. We help clients identify and secure opportunities such as research and development credits, manufacturing and energy incentives, and programs designed to encourage capital investment and workforce expansion. Our team evaluates eligibility requirements and guides you through the application and documentation process.

State tax laws evolve rapidly, and staying informed can create opportunities and prevent costly missteps. Our policy monitoring services help you understand emerging trends and legislative changes that may impact your business.

We also provide specialized support in several growing areas, including:

• Pass-Through Entity (PTE) Tax Elections, where we evaluate benefits and model federal SALT deduction impacts.
• State residency planning, offering guidance on domicile considerations, residency audits, and exit planning.
• Multistate withholding and composite filings, ensuring proper treatment for owners working or earning income across multiple jurisdictions.

When a state agency initiates an audit, having experienced representation can make a meaningful difference in both outcome and efficiency. We assist with document management, respond to audit requests, and conduct pre-audit reviews to identify issues before the state does. Throughout the audit and appeals process, we analyze findings, prepare summaries and responses, and provide strategic recommendations for resolution. If a protest or appeal is warranted, we guide clients through that process with clarity and confidence.

Our comprehensive compliance services help ensure that your multistate obligations are addressed accurately and on time. We prepare and file state income and franchise tax returns for corporations, partnerships, and individuals, along with detailed apportionment and allocation analyses. For businesses with employees in multiple states, we provide payroll withholding reviews, remote worker exposure assessments, and unemployment registration assistance.

We also support property and excise tax compliance by preparing tangible personal property returns and managing excise filings for regulated industries. The result is a streamlined, reliable compliance process designed to reduce risk and administrative burden.