We offer cost effective state tax consulting services provided by experienced professionals. Our focus is helping clients solve state tax issues and identify opportunities for state tax savings and refunds.

Our professionals leverage their deep technical expertise to deliver fast, accurate responses to clients’ state tax questions. We streamline the process by:

  • Assigning experienced tax analysts who specialize in state-by-state rules and recent developments.

  • Using a variety of research tools and databases to gather and verify statutory, regulatory, and administrative guidance quickly.

  • Applying standardized workflows and checklists to ensure consistency, completeness, and auditability of our advice.

  • Using tracking systems to manage inquiries, document exchanges, and turnaround times.

  • Providing clear analyses and citation-backed conclusions, plus practical advice tailored to the client’s facts.

This combination of subject-matter experts and technology-driven processes reduces response times and ensures clients receive practical, defensible state tax guidance much more efficiently than traditional firms can provide.

Two experienced state tax professionals at a beige table, one typing on a laptop and the other writing in a notebook, with minimalist decor including a tall glass vase with calla lilies, glasses of water, and neutral-colored vases and bowls.

Our Services

Subscription-Based State Tax Consulting Services

  • On-call state tax issue resolution through a predictable, monthly subscription without hourly billing surprises..

  • Scalable plans to fit various needs; starting at $650 per month..

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

  • 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.

Our Story