State and Local Tax Services
If your business sells into states where it is not registered, has crossed sales or transaction thresholds, or has received a state notice, you may have sales, income, or franchise tax exposure. A licensed CPA reviews where you have obligations and helps you resolve them.
Common State-Tax Problems
Multistate sales-tax exposure builds quietly. These are the situations that most often bring a business to us.
Selling into states where you never registered
Sales into a state can create a filing duty even without an office or employees there.
Thresholds may have been exceeded
Revenue or transaction counts in a state may have passed its economic-nexus threshold.
You collected tax but did not remit it
Tax collected and not filed is a liability that grows until it is resolved.
You did not collect where it may have been required
Uncollected tax can become the seller’s responsibility for prior periods.
People or property created exposure
Employees, contractors, inventory, or physical presence can establish nexus.
A state has already made contact
A nexus questionnaire, notice, or audit request usually means it is time to act.
Core State and Local Tax Services
From a first look at your exposure through registration, remediation, and ongoing filing.
Sales-tax nexus screening
A focused threshold screening to identify states that need a closer look. See nexus options.
Nexus and exposure studies
A comprehensive review of physical and economic nexus, exposure periods, and registration.
Sales and use tax voluntary disclosure
Coming forward to resolve unregistered or unfiled sales-tax obligations. See VDA services.
Income and franchise tax disclosures
Voluntary disclosures for state income and franchise tax exposure.
Multistate VDA coordination
Coordinating disclosures across several states, including through the Multistate Tax Commission where applicable.
Registration and prior-period returns
State registration and preparation of prior-period sales-tax returns.
State income and franchise returns
Current and prior-year state income and franchise tax returns.
Audit and notice representation
Responding to state notices, information requests, and sales-tax audits within our professional scope.
Product and service taxability studies
Determining whether specific products, services, or bundles are taxable in a given state.
How Exposure Is Evaluated
We start with the facts, then match them to each state’s rules before recommending a path.
Understand your footprint
We review where you sell, how you sell, and where people, inventory, or property may create presence.
Screen against state thresholds
We compare your activity to each state’s physical and economic nexus rules to identify where obligations may exist.
Recommend a path
We explain the options, including voluntary disclosure, registration, and ongoing filing, and confirm scope and price before any work begins.
Voluntary Disclosure and Remediation
When exposure exists, coming forward through a voluntary disclosure agreement can be a way to resolve prior periods on defined terms. Eligibility, lookback periods, and penalty relief vary by state, and prior contact from a state may affect the options available. Tax and interest generally remain payable. We review the facts before confirming the appropriate procedure.
Ongoing Sales-Tax Filing and Compliance
Once you are registered, we can manage recurring filings so deadlines do not slip.
Filing management
Registration coordination, monthly and quarterly filings, and zero returns where required.
Calendar and payments
Filing-calendar management, payment coordination, and account maintenance. You approve and fund the payments.
Monitoring and review
Notice monitoring, marketplace and direct-sales reconciliation where included, and an annual nexus review.
Audits, Notices, and Taxability
Sales-Tax Audit and Notice Representation
We help with audit notices, information-document requests, sampling questions, proposed assessments, and exemption-certificate issues, and coordinate protests or appeals when they are within our professional scope. This is representation and support, not a promise of any particular audit result.
Product and Service Taxability Studies
Nexus addresses where filing duties may exist. Taxability addresses which transactions are taxable. A taxability study determines whether particular products, services, fees, or bundled offerings are taxable in specific states.
Pricing Overview
Common SALT engagements have published starting prices; broader or multistate work is a custom fixed fee confirmed in writing.
Nexus Screening
A focused single-tax, single-business threshold screening, credited toward a related engagement begun within 60 days.
Nexus and Exposure Study
A comprehensive study; broader scope is custom priced.
Voluntary Disclosure
Per state and tax type; complex or combined disclosures start at $3,500. Details.
State and Local Tax Questions, Answered
What is the difference between nexus and taxability?
Does a voluntary disclosure eliminate all tax owed?
We already received a notice from a state. Can we still use a VDA?
Is preparing the back returns included?
How does multistate pricing work?
What do you need for a nexus review?
Pass-Through Entity Tax (PTET) Elections
A pass-through entity tax election lets a business pay state income tax at the entity level, which can restore part of a federal deduction the owners would otherwise lose to the SALT cap. Availability and benefit vary by state and owner mix. We review whether an election fits your situation and coordinate the filing.
Related Services
Sales Tax Nexus
Screening and comprehensive exposure studies.
Voluntary Disclosure
Resolve unregistered or unfiled state obligations.
Multi-State Returns
Individual multistate income-tax filing.
Small Business CPA
Business returns and ongoing compliance.
Bookkeeping
Clean records that support accurate filings.
Discuss Your State Tax Exposure
Tell us where you sell and what you have received from any state. We will confirm whether it fits our services and the appropriate next step.