Explore Our Services
What We Offer
Services for Growing Companies
Your embedded State & Local Tax partner, inside your team, on a loaned-staff basis.
State and local tax notices
State tax audits & controversy
Compliance & provider management
Nexus reviews
System & technology implementation
Staff training & knowledge transfer
Special projects
Ongoing support
Growing Companies
If notices are piling up faster than answers, or your provider’s turnaround has you filing at the deadline instead of ahead of it, you’re not alone. Growth outpaces most companies’ tax infrastructure long before anyone notices, until an audit or a missed deadline forces the issue.
Many growing companies have questions about where and how to file to ensure proper compliance. We can map where your business already has, or is approaching, sales tax, income tax, franchise tax, or payroll tax nexus across the states you operate in, sell into, or hire from.
Nexus & Exposure Assessment
Not every exposure carries the same urgency. We weigh risk tolerance against actual exposure before recommending next steps, resolving outstanding notices first and challenging any filing demand the law doesn't actually support.
Risk Prioritization
Provider Coordination & Compliance Setup
We work with your current tax provider to fold additional compliance into their scope, or help you set up with a new provider if that's a better fit. Either way, we assist with contract negotiation and take on calendar responsibility and deadline tracking, so nothing slips through the cracks.
Ongoing Advisory & Knowledge Transfer
As you grow, thresholds and rules shift. We stay on as a retained resource so your business stays ahead of expansion instead of catching up to it, and we make a point of transferring what we know along the way, whether that's training your internal finance team or documenting our approach so it's easy to pick up down the road.
State and local tax notice response
Audit defense & controversy support
Compliance overflow & filing support
Nexus & exposure reviews
Tax technology & process improvement
Staff training & technical mentoring
Special projects & technical research
Surge support during busy period
Internal Tax Departments
Your State & Local tax specialist, embedded in your department, on an as-needed basis.
Internal Tax Departments
If your team knows exactly what needs to be done but doesn't have the hours to do it, or SALT audits and notice responses keep getting deprioritized behind federal and provision work, you're not alone. Most internal tax departments are staffed for the work they can predict, not the audit, the acquisition, or the new project that shows up mid-year.
We start with a conversation about where the pressure actually is, whether that's a specific tax type, notices and controversy, a new project, or a stretch of the calendar where the work outpaces the team. The goal is a defined scope, not an open-ended engagement.
Scoping the Gap
On the technical side, we document positions taken, the reasoning behind them, and the supporting authority, so when a state comes back in three years your team has the file and doesn't have to rebuild the analysis from memory. On the operational side, we build SOPs, workflows, and filing calendars your team can actually run. And we walk your team through the analysis as we go, so the capability stays in your department.
Embedded Project Support
Technical Mentoring & Knowledge Transfer
We plug into your team for the defined scope and work alongside your existing personnel, not around them. You keep ownership of the function while we absorb the work that doesn't fit in your team's hours, collaborating openly with your internal stakeholders and any outside advisors already in the mix.
Engagements run month to month, so you're never locked into a commitment that outlasts the need. Scale our involvement up during audits, acquisitions, or busy season, and down when things level out. Our rates come in well under national firm pricing, billed only for the hours you actually need. Wherever it makes sense, we transfer the work back to your team rather than hold onto it.
Flexible, Ongoing Capacity
CPA Firms
Your State & Local Tax specialist, behind your firm’s name, on a subcontracted basis.
State and local tax notice response
Audit defense & controversy support
Technical research & written positions
Nexus & exposure reviews
Voluntary disclosure agreements
Multi-state compliance review
Staff training & technical mentoring
Overflow capacity during busy season
CPA Firms
If a client gets a notice or an audit letter and you want a second set of eyes before you respond, you're not alone. Most firms are built for federal and state compliance in a few states, not for controversy work or for a client whose multi-state footprint expanded faster than anyone expected.
You bring us the question, whether that's a notice that needs a response, a nexus and exposure review, or a state position you want a second opinion on. We work through it with you first, and nothing reaches your client until you're comfortable with the answer.
Direct Technical Consultation
Research, Remediation, and Defense
From technical research and written positions to voluntary disclosure agreements, multi-state compliance reviews, and audit defense, we handle the work that requires depth in a specific state rather than breadth across a return.
Work Product Built to Your Standards
Memos, exposure analyses, and filings are prepared in your firm's format and quality standards, ready to go out under your name or co-branded if you'd rather identify the specialist. When you want us on the client call as the named expert, we're happy to be there, and when you'd rather we stay in the background, that works too.
A Standing Resource, Not a Competitor
We don't prepare tax returns, financial statements, or audits, and we don't market to your clients. Your client stays yours. Bring us in for overflow capacity during busy season, or a few times a year when a notice or nexus question lands outside the firm's comfort zone.
