State and Local Taxes (SALT)

SALT Risk Assessment & Remediation

Understanding where you stand — and resolving what’s behind you.

We help businesses identify, quantify, and resolve state and local tax exposure across all jurisdictions and tax types.

• Nexus & Exposure Analysis — Multi-state reviews across sales and use, income, franchise, gross receipts, and employment tax, with prioritized remediation roadmaps.
• Voluntary Disclosure Agreements (VDAs) — Anonymous negotiations with state authorities to reduce look-back periods, eliminate penalties, and resolve historic exposure on favorable terms.
• State Tax Audit Defense & Controversy — End-to-end audit management, negotiation with auditors and appeals officers, and representation through administrative appeals and settlement conferences.

Multi-State Tax Planning

Compliance and planning to reduce effective tax rates across your footprint.

We help businesses make smarter state tax decisions through apportionment analysis, pass-through planning, and jurisdiction-specific structuring.

• Income & Franchise Tax Compliance — Multi-state income, franchise, and gross receipts tax return preparation, including combined and unitary filings, estimated payment planning, and extension management.
• Apportionment & Sourcing Planning— Review of sourcing methodologies, apportionment factors, combined and unitary filing positions, and entity structure — identifying planning opportunities to reduce state effective tax rates across your footprint.
• Pass-Through Entity Tax (PTET) Advisory — State-by-state PTET evaluation, after-tax modeling, and election execution for partnerships, S corporations, and their owners.
• Gross Receipts Tax — Structuring and apportionment for businesses operating in Ohio, Washington, Oregon, Tennessee, Texas, and other gross receipts jurisdictions.

Sales & Use Tax

Compliance, technology, and execution — from registration through automation.

We help businesses get sales and use tax right at every stage — from understanding obligations to selecting and implementing the right technology to run it.

• Technology Selection — Objective evaluation of third-party compliance platforms — covering functionality, scalability, integrations, and long-term fit — with advocacy through pricing and contract negotiations.
• Technology Implementation — Hands-on implementation support — whether you chose the platform independently or with our guidance — covering stakeholder coordination, accurate tax configuration, system integration, and sustainable compliance workflows.

Property & Payroll Tax

The often-overlooked SALT exposures.

We help businesses manage the SALT obligations that sit outside the income and sales tax spotlight.

• Multi-State Employment & Payroll Tax — Withholding analysis, reciprocity and convenience-of-the-employer rules, remote workforce planning, and remediation of historic noncompliance across state and local jurisdictions.
• Property Tax — Assessment reviews, appeals, and abatement and exemption opportunities for industrial, commercial, and real estate clients.

Transaction Support

SALT diligence and planning for M&A and growth.

• M&A SALT Due Diligence — Buy-side and sell-side diligence, exposure quantification across all state tax types, indemnity and reps & warranties structuring, and post-closing remediation planning that protects deal value.

Industries We Serve

Our SALT advisors bring deep experience across the industries where multi-state complexity matters most:

• Manufacturing & Distribution
• Real Estate & Construction
• Healthcare & Life Sciences
• Professional Services
• Technology & SaaS
• Family Office & Private Wealth
• Private Equity & Portfolio Companies
• Retail & E-Commerce