Explore Our Traditional State Tax Consulting Services

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What We Offer

We offer a range of services to meet the needs of every client. Have something else in mind? We'd be happy to work with you to create a custom solution..

    • Preparation and representation for Texas franchise tax examinations, including pre-audit planning and document organization.

    • Review and challenge of Texas Comptroller adjustments, calculation errors, and apportionment or nexus determinations.

    • Negotiation of settlements, offers-in-compromise, and installment arrangements when appropriate.

    • Post-audit support for protest filings, hearing preparation, and appeals.

    • Comprehensive support for multi-state income and sales/use tax examinations, coordinating strategy across jurisdictions.

    • Nexus and apportionment analysis to evaluate and defend sourcing and allocation methodologies.

    • Assistance with audit document requests, position papers, computation of proposed liabilities, and negotiation of audit outcomes.

    • Coordination with in-state counsel or local advisors when specific state representation is required.

    • 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.

    • Statute-of-limitations analysis to prioritize recoverable amounts and recommend timing for claims.

    • Contingency and fixed-fee arrangements available depending on complexity and recovery potential.

    • Targeted tax due diligence for mergers, acquisitions, dispositions, and reorganizations involving state and local tax matters.

    • Identification of tax exposures, unfiled returns, audit history, nexus risks, and potential refund opportunities.

    • Quantification of contingent liabilities, recommended indemnity structures, and post-closing tax planning steps.

    • Integration support with transaction teams to ensure tax findings are reflected in purchase agreements and closing deliverables.

    • 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.

    • Compliance reviews, voluntary disclosures, and amnesty program assistance to minimize penalties and interest.

    • Strategic planning to mitigate exposure from local jurisdictions and special tax districts.

    • Tailored projects and advisory engagements to address unique or emerging SALT issues.