Overview
We work with businesses directly or alongside their CPA firms. Our team focuses exclusively on state and local tax, including sales & use tax, franchise tax, business property tax, local gross receipts tax, and the many other filings most practices don't specialize in. Whether you have an in-house accounting team or an outside CPA, we handle the SALT complexity so nothing falls through the cracks.
Questions about your state and local taxes?
Email or call us anytime. We’re happy to answer questions and keep you posted on SALT changes that affect your business.
Email us
(925) 518-9061
Why Clients Choose Us
Multi-state complexity, single clear path.
Local gross receipts tax mastery
City-by-city rules decoded, from San Francisco's tiered rates to every jurisdiction's unique filing quirks.
Sales and use tax precision
Taxability determinations and multi-state filings handled correctly the first time, not corrected after an audit.
Credits you're entitled to, claimed
Tax credit opportunities uncovered and documented so you capture savings most practices miss.
Business property tax under control
Assessments reviewed, appealed when overstated, and filings kept current across every location.
Recover overpaid sales tax
A dedicated review of historical purchases uncovers refund opportunities other firms overlook.
VP Finance, SF-Based VC Management Company
Controller, Technology Company
Services
What do you need help with?
Selling to multi-state customers?
Get help with sales & use tax registrations, returns, and nexus monitoring across every state you operate in.
Rolling out or troubleshooting sales tax automation?
Support implementing, configuring, or maintaining your automated sales tax system, including taxability mapping.
Operating in a city with local business tax rules?
Local filings handled for cities like San Francisco, Los Angeles, and New York, plus gross receipts and franchise tax.
Do you own business personal property?
Manage your 571-L filing obligations and stay current on BPP tax compliance.
Have prior-period tax exposure or received a notice?
Get support responding to notices and, where needed, a voluntary disclosure agreement to resolve past exposure.
Want to review past purchases for sales tax refunds?
A dedicated review of your purchase history to identify and recover overpaid sales tax.
Our Focus
State and local tax gets our full attention.
Most CPA firms split their attention across federal and state income tax returns, audits, and everything else on the calendar — SALT obligations get handled when there's time. We don't carry that workload. State and local tax is the only thing we do, which means faster responses, fewer missed deadlines, and lower overhead than a full-service firm — savings that show up in what you pay.
About
Brian brings a practical, detail-led approach to state and local tax work, and his practice has served clients nationwide for over ten years. He has deep experience with the San Francisco business tax landscape, helping companies in industries such as venture capital and SaaS reduce their SF Gross Receipts Tax burden and manage their annual local tax compliance.
Brian also specializes in the sales and use tax issues companies commonly face, from determining where they have nexus and a collection requirement, to automating the compliance process, to providing opinions on taxability questions. He also works with companies and their CPA firms to handle business property tax and other SALT filings that fall outside the CPA firm's scope.
FAQ
Questions, answered.
What kind of tax issues do you help with?
Do you work with businesses and individuals?
Can you help if I’ve already received a notice?
When should we start planning?
What should I bring to a first conversation?
How do I get started?