Our team focuses on analysing federal/state differences in a number of contexts to identify potential state tax saving opportunities.

We assist clients in complying with amended return filing requirements resulting from IRS examinations, federal amended returns, Competent Authority adjustments and state-only changes, using our proprietary State Tax Amended Return Solutions (STARS) technology.

Law and business changes have increased the risks and opportunities around apportionment. We can assist by analysing complex apportionment issues such as sourcing for diverse types of sales, inclusion or exclusion of gains and applying special industry rules. We have technology tools, such as Apportionment Insight to digest data and perform complex calculations.

Our specialists have extensive experience in a wide array of industries and understand the tax implications of specific sector trends, including the exposure you may face and the opportunities available to reduce your tax burden.

Our team identifies cash tax savings, refund opportunities and areas to reduce your overall state tax rate, while helping to align your business objectives and strategies with a thorough multistate tax posture.

With dedicated State Suite teams for California, New York, and Texas, our professionals offer a variety of reactive and proactive consulting services, including refund reviews, audit defense, ruling requests, alternative apportionment petitions and Voluntary Disclosure Agreements.

Tax Reform and changes in legislation may increase the complexity of the tax provision and tax compliance processes and reporting requirements and may also create potential opportunities for tax planning. Our team can help you understand your starting position, analyse your options, plan and execute your next steps and monitor future state tax law changes.

• Compliance - direct/indirect tax
• Consulting – direct/indirect tax
• Controversy / audit defense
• Credits and incentives
• Cryptocurrency
• ESG
• Excise tax
• Gross receipts tax
• Inbound companies
• Mergers and acquisitions
• Outsourcing / contract personnel
• Property tax
• Refund recovery / reverse audit
• Remote work
• Sales and use tax
• Severance tax
• State tax function automation
• Tax accounting and provision
• Technology modeling
• Unclaimed property / escheat