We offer cost effective state tax consulting services provided by experienced professionals. Our focus is to help clients solve state tax issues and identify opportunities for state tax savings and refunds.
Our Services
Subscription-Based Services
Subscription-Based State Tax Consulting Services
On-call state tax consulting through a predictable, monthly subscription without hourly billing surprises..
Scalable plans to fit various needs; starting at $650 per month.
Our focus is on responsive client service, not turning a simple question into an expensive project.
Traditional Services (generally fixed fee except for refund reviews)
Texas Franchise Tax Audit Assistance
Preparation and representation for Texas franchise tax examinations, including pre-audit planning and document organization.
Led by an individual with experience as a Texas franchise tax auditor and experience as a state tax partner in a large CPA firm.
Multi-State Income and Sales/Use Tax Audit Assistance
Comprehensive support for multi-state income and sales/use tax examinations, coordinating strategy across jurisdictions.
Nexus and sourcing analysis to evaluate and defend allocation methodologies and taxability positions.
Refund Reviews (contingent fee or fixed fee)
Systematic review of past tax filings to identify missed credits, overpayments, or incorrect calculations across income, sales/use, and other state taxes.
Preparation and filing of refund claims, including supporting documentation and calculation workpapers.
Assistance with State Tax Due Diligence
Targeted tax due diligence for mergers, acquisitions, dispositions, and reorganizations involving state and local tax matters.
We can assist the buyer or the seller.
Other Miscellaneous State & Local Taxes
Expertise on a broad range of state and local taxes including property tax, gross receipts taxes, excise taxes, utility taxes, local business license taxes, and industry-specific levies.
Tailored projects and advisory engagements to address unique or emerging SALT issues.
Why Clients Engage Us
Practical, state-focused expertise combined with experience handling complex, multi-jurisdictional matters.
Clear, documented positions and defensible analysis for audits and negotiations.
Flexible engagement models: subscription services, fixed-fee projects, and contingency arrangements.
Commitment to timely communication and coordinated representation during high-stakes matters.
Contact us to discuss a tailored engagement that matches your risk profile and business objectives.