State & Local Tax Services for Companies of Every Size
We don't replace your CPA — we extend them. Our team focuses exclusively on state and local tax: multi-state nexus, sales & use tax, franchise tax, business property tax and local gross receipts tax filings that general accounting practices often don't specialize in. You keep the CPA relationship you trust; we cover the SALT complexity they often don't have time for.
Comprehensive SALT Services
Sales & Use Tax Compliance
Multi-state sales & use tax return preparation and filing
Sales & use tax registrations
Nexus monitoring to identify current and emerging filing obligations
Exemption and resale certificate management
Tax notice response support
Voluntary disclosure agreement (VDA) support for prior-period exposure
Sales & Use Tax Consulting
Local business tax filings such as San Francisco, Los Angeles, and New York City
BPP tax compliance (i.e., Form 571-L)
Annual gross receipts tax and franchise tax filings such as Washington B&O and Delaware
Gross Receipts, Franchise & BPP Tax
Assistance implementing and configuring your chosen sales tax automation solution
Ongoing support and troubleshooting for automated sales tax systems, including taxability mapping and rate updates
Sales and use tax taxability determinations based on contract language
Review of current sales tax invoicing methodology
Sales and use tax refund review for overpaid tax on prior purchases
Reserve a time to chat!
A free introductory phone call to discuss any potential SALT issues or compliance concerns your business may be facing