Services Provided

Sales and Use Tax

We partner with clients to proactively manage their multistate compliance process to reduce or eliminate tax overpayment and/or underpayments. We assist with reconciling and conducting self-audits of the sales and use tax payable accounts to identify tax risks and/or opportunities. By partnering with the client, we focus on enhancing procedures; thereby building credibility with states agencies. This self-evaluation minimizes the state audit burden by ensuring compliance records are complete.

  • Nexus Studies, Voluntary Compliance and Registration. We analyze current in-state activities to determine if sufficient presence exist to create a filing requirement in a taxing jurisdiction. If nexus is established, we help our clients resolve any past tax exposure by representing their interests before appropriate taxing authorities to correct compliance oversights, to minimize any prospective tax liabilities, and to complete registration at the lowest possible cost. We also partner with clients to create nexus procedures to ensure future compliance.
  • Data Extraction and Account Reconciliation. We partner with our clients to collect, validate, and analyze their electronic sales and procurement data. This process helps with accurate compliance and may shorten their audit cycle time.
  • Return Preparation and Administration
  • Evaluate, Develop, Negotiate, and Implement Alternative Compliance Procedures for:
    • Managed Audits
    • Managed Compliance
    • Other Alternative Reporting Procedures
  • Tax Technology and Automation. We support clients by assessing their current compliance processes and documenting business and functional requirements tailored to their needs when implementing tax compliance software. We work together to plan, select, and implement a comprehensive automation solution that will address our clients most complex challenges.

We help our clients reduce their tax burden by representing their interests and ensuring they pay only their fair share of taxes. We work collaboratively to perform comprehensive transaction audits to identify tax overpayments and underpayments due to court decisions, policy changes, and compliance errors. As needed, we meet with auditors, dispute resolution officers, administrative hearing attorneys, and other agents to clearly identify all positions that impact our client’s ability to achieve a favorable outcome.

We work with policy makers to help them fully understand the interrelationships between our client’s ability to conduct business efficiently and the public tax policy of the jurisdictions in which they operate.

We defend our client’s interest by resolving tax controversies and disputes. We work with auditor and supervisory staff to resolve audit issues at the lowest possible level of administration. In cases where the audit issues are escalated to the appeals level, we will meet with dispute resolution officers to resolve or settle tax positions that may impact our client’s ability to achieve a favorable outcome.

We perform research services to determine taxability of issues and transactions. We advise our clients of planning opportunities based on research results.

We provide utility usage studies to support exemptions from sales tax for purchases of utilities, such as electricity and natural gas. These studies establish the predominate use of electricity or natural gas through a single meter for processing, manufacturing, fabricating, or other noncommercial use.

If your company is entering new markets, acquiring or merging with another company, consolidating, divesting, or relocating facilities and operations, or simply growing, we partner with our clients to identify opportunities to secure state and local incentives and tax credits. We provide thorough consulting services beginning with an opportunity assessment and timing of the announcement through to the backend compliance process to avoid potential clawbacks.

We assist companies with completing a robust pre-deal evaluation and due diligence process to confirm state and local tax compliance of the target company is complete, accurate, and not misleading. We also search for post-acquisition opportunities and credits that will benefit the investor. We are engaged from the early stages to post closing integration. We partner with our client to develop an integration roadmap that will merge tax department efficiencies and synergies to create a dynamic state and local tax operation. Our goals are to eliminate any potential risk that may impact profitability and other performance metrics, identify any unrealized savings to the investor, and execute a successful tax department integration.

We provide multi-state sales and use tax training.

We provide technical expertise, where needed, for optimal use of resources.

Property Tax

Commercial real estate, leased property, and business personal property

We assist our clients with multistate property tax reporting to ensure they are in full compliance with the law.

  • Nexus Studies, Voluntary Compliance and Registration. We analyze current in-state activities to determine if sufficient presence exist to create a filing requirement in a taxing jurisdiction. If nexus is established, we help our clients resolve any past tax exposure by representing their interests before appropriate taxing authorities to correct compliance oversights, to minimize any prospective tax liabilities, and to complete registration at the lowest possible cost. We also partner with clients to create nexus procedures to ensure future compliance.
  • Data Extraction and Account Reconciliation. We partner with our clients to collect, validate, and analyze their electronic fixed asset data. This process helps with accurate compliance and may shorten their audit cycle time.
  • Preparing and Filing Renditions. We partner with our clients to ensure they are taking advantage of the maximum depreciation available on assets and renditions are filed timely.
  • Tracking and Maintaining Assessment Notices. We inspect the property and review the notices to ensure accuracy. In cases where there are errors or negotiation is needed, we will contact the counties for corrections.
  • Property Tax Budget and Accruals. We assemble the tax accruals for our clients once final property values are published by the counties.
  • Tracking and Processing Tax Bills. We examine all tax bills for accuracy and will process them to the client for timely payment. The tax bill due dates will vary by state.
  • Tax Technology and Automation. We assist clients in assessing their current processes and documenting business and functional requirements tailored to their needs when implementing transaction tax compliance software. We work together to plan, select, and implement a comprehensive automation solution that will address our clients most complex challenges.

We partner with our client with verifying property values are fair and tax assessments are correctly levied. We assist with informal negotiations with local assessors to resolve assessment disagreements before having to engage in the formal appeals process.

We help our clients to reduce their property tax burden by representing their interests to ensure they pay only their fair share of taxes.

When an agreement is not realized in the informal negotiation period, we will work with clients to challenge any excessive or unfair property tax valuations. We perform a comprehensive valuation analysis to determine if the proposed value of taxable property is fair and equitable. At the same time, we carefully examine the methodology used by the assessor to ensure compliance with acceptable appraisal practices and standards.

We work with our clients to analyze and quantify all available incentive, abatement and exemption opportunities. Our goal is to obtain the proper documentation to support and secure available benefits and ensure taxable property values reflect all appropriate adjustments. Based on state-specific statutes and rules, we will help our client secure an array of opportunities, such as pollution control equipment exemption, solar and wind-powered energy devices exemption, exemptions for mixed-use properties, offshore drilling equipment not in use, freeport exemption (goods exported from Texas), exemption for tangible personal property in transit, incentives for locating in an enterprise zone, and much more.

We partner with our clients to conduct physical asset inventory, asset tagging, cost segregation, and purchase price allocation studies. A thorough review of fixed assets may result in the identification and elimination of phantom assets, which will allow for corrections with any erroneous and excessive property tax assessments.

We help our clients verify accurate property tax payments by updating asset listings to remove disposed assets or assets no longer in service. We also work with our clients to identify and quantify all components of industrial or commercial property functional and economic obsolescence.

We work with policy makers to help them fully understand the interrelationships between our client’s ability to conduct business efficiently and the public tax policy of the jurisdictions in which they operate.

We defend our client’s interest by resolving tax controversies and disputes. We work with local assessors and supervisory staff to resolve audit issues at the lowest possible level of administration. In cases where the audit issues are escalated to the appeals level, we will meet with dispute resolution officers to resolve or settle tax positions that may impact our client’s ability to achieve a favorable outcome.

We assist companies with completing a robust pre-deal evaluation and due diligence process to confirm state and local tax compliance of the target company is complete, accurate, and not misleading. We also search for post-acquisition opportunities and credits that will benefit the investor. We are engaged from the early stages to post closing integration. We partner with our client to develop an integration roadmap that will merge tax department efficiencies and synergies to create a dynamic state and local tax operation. Our goals are to eliminate any potential risk that may impact profitability and other performance metrics, identify any unrealized savings to the investor, and execute a successful tax department integration.

We provide multi-state property tax training.

We provide technical expertise, where needed, for optimal use of resources.

Income and Franchise Tax

We assist our clients with multistate income and franchise tax reporting to ensure they are in full compliance with the law.

  • Nexus Studies, Voluntary Compliance and Registration. We analyze current in-state activities to determine if sufficient presence exist to create a filing requirement in a taxing jurisdiction. If nexus is established, we help our clients resolve any past tax exposure by representing their interests before appropriate taxing authorities to correct compliance oversights, to minimize any prospective tax liabilities, and to complete registration at the lowest possible cost. We also partner with clients to create nexus procedures to ensure future compliance.
  • Apportionment Reviews. We will assist with the determination of an appropriate methodology of apportionment and allocation of revenue to ensure the company is accurately complying with state apportionment rules.
  • Tax Return Preparation and Administration
  • Amended Returns related to Revenue Agent Report (RAR). We assist by preparing, reviewing, and filing amended state income tax returns due to Federal tax audit changes. During this process, we conduct a thorough analysis of RAR and other issues to identify potential tax savings opportunities.

We assist our clients by analyzing previously filed returns, filing positions and business activities to identify potential overpayments of state income and franchise tax and under-utilization of state tax credits and net operating losses.

We work with policy makers to help them fully understand the interrelationships between our client’s ability to conduct business efficiently and the public tax policy of the jurisdictions in which they operate.

We defend our client’s interest by resolving tax controversies and disputes. We work with auditor and supervisory staff to resolve audit issues at the lowest possible level of administration. In cases where the audit issues are escalated to the appeals level, we will meet with dispute resolution officers to resolve or settle tax positions that may impact our client’s ability to achieve a favorable outcome.

We perform research services to determine taxability of issues and transactions. We advise our clients of planning opportunities based on research results.

If your company is entering new markets, acquiring or merging with another company, consolidating, divesting, or relocating facilities and operations, or simply growing, we partner with our clients to identify opportunities to secure state and local incentives and tax credits. We provide thorough consulting services beginning with an opportunity assessment through to the backend compliance process to avoid potential clawbacks.

We assist companies with completing a robust pre-deal evaluation and due diligence process to confirm state and local tax compliance of the target company is complete, accurate, and not misleading. We also search for post-acquisition opportunities and credits that will benefit the investor. We are engaged from the early stages to post closing integration. We partner with our client to develop an integration roadmap that will merge tax department efficiencies and synergies to create a dynamic state and local tax operation. Our goals are to eliminate any potential risk that may impact profitability and other performance metrics, identify any unrealized savings to the investor, and execute a successful tax department integration.

We provide multi-state income and franchise tax training.

We provide technical expertise, where needed, for optimal use of resources.

Gross Receipts Tax

We partner with clients to proactively manage their compliance process to reduce or eliminate tax overpayment and/or underpayments. We assist with conducting self-audits to identify tax risks and/or opportunities. By partnering with the client, we focus on enhancing procedures; thereby building credibility with states agencies. This self-evaluation minimizes the state audit burden by ensuring compliance records are complete.

  • Nexus Studies, Voluntary Compliance and Registration. We analyze current in-state activities to determine if sufficient presence exist to create a filing requirement in a taxing jurisdiction. If nexus is established, we help our clients resolve any past tax exposure by representing their interests before appropriate taxing authorities to correct compliance oversights, to minimize any prospective tax liabilities, and to complete registration at the lowest possible cost. We also partner with our clients to create nexus procedures to ensure future compliance.
  • Data Extraction and Account Reconciliation. We partner with clients to collect, validate, and analyze their electronic sales data. This process helps with accurate compliance and may shorten their audit cycle time.
  • Returns Preparation and Administration

We help our clients reduce their tax burden by representing their interests and ensuring they pay only their fair share of taxes. We work collaboratively to perform comprehensive transaction audits to identify tax overpayments and underpayments due to court decisions, policy changes, and compliance errors. As needed, we meet with auditors, dispute resolution officers, administrative hearing attorneys, and other agents to clearly identify all positions that impact our client’s ability to achieve a favorable outcome.

We work with policy makers to help them fully understand the interrelationships between our client’s ability to conduct business efficiently and the public tax policy of the jurisdictions in which they operate.

We defend our client’s interest by resolving tax controversies and disputes. We work with auditor and supervisory staff to resolve audit issues at the lowest possible level of administration. In cases where the audit issues are escalated to the appeals level, we will meet with dispute resolution officers to resolve or settle tax positions that may impact our client’s ability to achieve a favorable outcome.

We perform research services to determine taxability of transactions. We advise our clients of planning opportunities based on research results.

If your company is entering new markets, acquiring or merging with another company, consolidating, divesting, or relocating facilities and operations, or simply growing, we partner with our clients to identify opportunities to secure state and local incentives and tax credits. We provide thorough consulting services beginning with an opportunity assessment and timing of the announcement through to the backend compliance process to avoid potential clawbacks.

We assist companies with completing a robust pre-deal evaluation and due diligence process to confirm state and local tax compliance of the target company is complete, accurate, and not misleading. We also search for post-acquisition opportunities and credits that will benefit the investor. We are engaged from the early stages to post closing integration. We partner with our client to develop an integration roadmap that will merge tax department efficiencies and synergies to create a dynamic state and local tax operation. Our goals are to eliminate any potential risk that may impact profitability and other performance metrics, identify any unrealized savings to the investor, and execute a successful tax department integration.

We provide multi-state gross receipts tax training.

We provide technical expertise, where needed, for optimal use of resources.

Fuels and Excise Tax

We partner with our clients to manage their fuel and excise tax reporting and compliance needs. Our team conducts a review of fuel spend by equipment type to ensure our clients are taking advantage of potential state, local, and federal tax exemptions and credits and we quantify any potential audit risk

We perform research services to determine taxability of our client’s fuel consumption. Not all motor fuels are subject to taxation; therefore, it is important for our clients to understand when fuel usage is for an exempt purpose or when fuel usage qualifies for a credit or refund.  We will identify and substantiate all available state, local, and federal exemptions and credits.

We assist companies with completing a robust pre-deal evaluation and due diligence process to confirm state and local tax compliance of the target company is complete, accurate, and not misleading. We also search for post-acquisition opportunities and credits that will benefit the investor. We are engaged from the early stages to post closing integration. Our goal is to eliminate any potential risk that may impact profitability and other performance metrics and identify any unrealized savings to the investor.

Severance Tax

We assist clients by helping to educate state agencies on the complexity of oil and gas production operations. Since severance tax is levied when natural resources are extracted from the earth within a taxing jurisdiction, it is extremely important to have a thorough understanding of field operations. Our focus is to minimize tax risk and identify incentive opportunities.

We assist oil and gas production companies with identifying applicable tax credits and incentives.

We assist companies with completing a robust pre-deal evaluation and due diligence process to confirm state and local tax compliance of the target company is complete, accurate, and not misleading. We also search for post-acquisition opportunities and credits that will benefit the investor. We are engaged from the early stages to post closing integration. We partner with our client to develop an integration roadmap that will merge tax department efficiencies and synergies to create a dynamic state and local tax operation. Our goals are to eliminate any potential risk that may impact profitability and other performance metrics, identify any unrealized savings to the investor, and execute a successful tax department integration.

Business License Tax

We assist our clients with business license tax and occupational license tax reporting to ensure they are in full compliance with the law.

  • Registration when entering or expanding into a new taxing jurisdiction.
  • Nexus Studies, Voluntary Compliance and Registration. We analyze current in-state activities to determine if sufficient presence exist to create a filing requirement in a taxing jurisdiction. If nexus is established, we help clients resolve any past tax exposure by representing their interests before appropriate taxing authorities to correct compliance oversights, to minimize any prospective tax liabilities, and to complete registration at the lowest possible cost. We also partner with our clients to create nexus procedures to ensure future compliance.
  • Returns Preparation and Administration

We help our clients reduce their tax burden by representing their interests to ensure they pay only their fair share of taxes. We work collaboratively with the tax team to perform an in-depth analysis of all the operational facts and develop a plan to effectively manage the audit process. As needed, we meet with auditors, dispute resolution officers, administrative hearing attorneys, and other agents to clearly identify all positions that impact our client’s ability to achieve a favorable outcome.

We work with policy makers to help them fully understand the interrelationships between our client’s ability to conduct business efficiently and the public tax policy of the jurisdictions in which they operate.

We defend our client’s interest by resolving tax controversies and disputes. We work with auditor and supervisory staff to resolve audit issues at the lowest possible level of administration. In cases where the audit issues are escalated to the appeals level, we will meet with dispute resolution officers to resolve or settle tax positions that may impact our client’s ability to achieve a favorable outcome.

We perform research services to determine new business registration requirements when first locating or expanding into a local jurisdiction. We advise our clients of planning opportunities to effectively manage their tax liability.

We assist companies with completing a robust pre-deal evaluation and due diligence process to confirm state and local tax compliance of the target company is complete, accurate, and not misleading. We also search for post-acquisition opportunities and credits that will benefit the investor. We are engaged from the early stages to post closing integration. We partner with our client to develop an integration roadmap that will merge tax department efficiencies and synergies to create a dynamic state and local tax operation. Our goals are to eliminate any potential risk that may impact profitability and other performance metrics, identify any unrealized savings to the investor, and execute a successful tax department integration.

Employment Tax

  • We assist our clients with employment tax reporting to minimize compliance risk and ensure full compliance with the law.
    • State and Local Employment Tax Reporting and Administration
    • Federal and State Information Reporting and Administration
    • Multistate Tax Withholding and Reporting and Administration
  • Nexus Studies, Voluntary Compliance and Registration. We analyze current in-state activities to determine if sufficient presence exist to create a filing requirement in a taxing jurisdiction. If nexus is established, we help our clients resolve any past tax exposure by representing their interests before appropriate taxing authorities to correct compliance oversights, to minimize any prospective tax liabilities, and to complete registration at the lowest possible cost. We also partner with clients to create nexus procedures to ensure future compliance.

We assist our clients with managing their employment tax liabilities by conducting tax and rate reviews to identify opportunities to secure refunds due to overpaid taxes, credits due to increased or retained headcount, and/or rate reductions. We also evaluate employee versus independent contractor status and provide recommendations to enhance their policies related to worker classification. Our goal is to successfully resolve and prevent post-filing federal or state employment problems and related penalties.

We defend our client’s interest by resolving employment tax controversies and disputes. The current economic situation has placed new pressure on employers and how they manage their employment taxes. We work with auditor and supervisory staff to resolve employment tax issues at the lowest possible level of administration. In cases where the tax issues are escalated to the appeals level, we will meet with dispute resolution officers to resolve or settle tax positions that may impact our client’s ability to achieve a favorable outcome.

We assist companies with completing a robust pre-deal evaluation and due diligence process to confirm state and local tax compliance of the target company is complete, accurate, and not misleading. We also search for post-acquisition opportunities and credits that will benefit the investor. We are engaged from the early stages to post closing integration. We partner with our client to develop an integration roadmap that will merge tax department efficiencies and synergies to create a dynamic state and local tax operation. Our goals are to eliminate any potential risk that may impact profitability and other performance metrics, identify any unrealized savings to the investor, and execute a successful tax department integration.

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