Services Offered
State and Local Tax Services
Years of experience, a multitude of jurisdictions
M&A tax due diligence
From data room review through reps and warranties negotiation and 100-day integration planning, our team has led SALT due diligence on transactions across income/franchise, sales and use, property, payroll, and unclaimed property exposure.
Sales and use tax controversy and audit defense
Our team has defended audits, negotiated redeterminations, and litigated exemption positions — including successfully removing $1.8 million in assessed tax by defending a client's services under Hegar v. CheckFree Corp., and securing a no-change result on a six-figure aircraft exam assessment on redetermination.
Voluntary disclosure and exposure mitigation
Our team has led multi-state VDA and exposure mitigation engagements spanning 45 states and local jurisdictions for clients with significant unregistered exposure.
Economic nexus
Our team has tracked nexus law and Wayfair-driven state legislative change since the case was decided in 2018, and help companies figure out — plainly — where they need to register and why.
Industry depth in energy
A meaningful share of our team experience has been hard earned in oil and gas upstream, midstream, refining, petrochemical, and biofuel processing, along with manufacturing, commodities trading, and healthcare — industries with SALT rules that don't show up in generic guidance.
Sub-Contracted Professional Services
Your clients, our expertise and agility
General consulting
Available as an extension of your existing team for state and local tax questions that fall outside your firm's core focus — a second set of eyes on a technical position, a sounding board on client strategy, or staff-level execution on a defined project.
Bookkeeping
Ongoing or catch-up bookkeeping support for clients who need clean, current books — useful both as a standalone service and as groundwork for the SALT and due diligence work above. Accurate books are critical to any nexus or exposure analysis.
Data manipulation and reconciliation
Hands-on work with the underlying data — cleaning, reconciling, and structuring transaction detail, general ledger data, or exemption certificate records so it's usable for an audit response, a VDA submission, or a due diligence data room.
Speaking/Industry Presentation
Experience and Leadership Insights
Public speaking opportunities
Available to discuss topics ranging from tax technical expertise to managerial guidance and career mentorship