We perform a thorough review of your current and past tax posture to identify situations causing several types of tax refunds or credits including, but not limited to; sales & use tax, payroll tax, unemployment tax, state and/or federal income tax, and property tax.

State Tax Solutions will identify these favorable situations, review them with you, and upon your approval proceed with obtaining the maximum refunds allowed by the laws of the jurisdiction(s) you do business in. Unlike many other service providers, we diligently work alongside your staff to correct the situation(s) that may result in refunds, in turn saving your company future tax dollars.

Mergers and acquisitions, expansion, and divestitures may offer significant tax saving opportunities. State Tax Solutions’ staff works diligently to stay aware of our clients’ current operations as well as future transactions to ensure that no significant opportunity goes unnoticed. We work to help your company not only be aware of planning opportunities to enhance your bottom line from a multitax perspective, but help avoid the numerous pitfalls and ambiguities associated with doing business in multiple states.  

Our consulting practice offers several different types of services to our clients. We provide our state and local tax expertise to companies that need advice on the multiple tax ramifications of mergers & acquisitions, expansion, divestitures, or downsizing. Additionally, State Tax Solutions provides assistance in solving disputes with taxing authorities, determining past and/or current tax exposure, and often implementing procedures to ensure compliance with the current tax statutes and regulations.

When an organization is considering a merger or acquisition, there are often many state and local tax issues that may provide significant tax planning opportunities. We often assist the buyer or controlling party to assess the state and local tax exposure of the targeted entity and assist in the resolution of any issues discovered, typically saving the buyer time and money before the transaction is consummated. Organizations that have already been involved in mergers and/or acquisitions may be entitled to refunds, credits, or other preferential tax treatment as a result of the transaction. Click here for more information on our Merger & Acquistion services.

State Tax Solutions works with our clients that are expanding into new markets, and consequently, experiencing new state and local tax jurisdictions We ensure that our clients are not only compliant with the myriad of seemingly inconsistent laws and rules, but are taking advantage of any opportunities to reduce state and local tax burdens. Many jurisdictions offer tax incentives to new or expanding businesses as a way of rewarding a business for capital expenditures and hiring new employees, and we ensure that our clients receive the maximum incentives they are entitled to.

State and Local Tax jurisdictions are increasing their audit activity in order to meet tax revenue shortfalls. We advise and strategically prepare a client for an audit to minimize the potential of an assessment. We will negotiate on behalf of our client to challenge any unreasonable assessment including protesting the way the assessment was calculated, assumptions made, and interpretation of the applicable statutes and regulations, if necessary. 

Many companies choose to outsource part or all of their tax function for many reasons including downsizing, financial difficulties, inability to retain staff, or simply to save money on tax functions that are not practical to perform internally. State Tax Solutions offers an all inclusive outsourcing of tax compliance and planning of the entire tax department including federal and state income tax, payroll and unemployment tax, sales & use tax, real and personal property tax, annual reports, and any other project currently being performed by the in-house tax department. 

We also offer a “cafeteria” style service which allows our clients to outsource certain parts of their in-house tax department that are not cost effective to perform internally (e.g., tangible personal property tax processing, sales & use tax compliance, etc.). 

The advantages of using State Tax Solutions instead of an in-house tax department for any or all functions include cost effectiveness achieved by utilizing our resources and expertise without the employee benefits, payroll tax costs, turnover, and other nuisances of using internal employees. Most importantly, using State Tax Solutions as part or your entire tax department allows us to focus on your tax function as a profit center for planning opportunities and refunds, not just a cost center for compliance.