SW LLC Service 2

State and Local Tax Services

The evolving nature of state and local tax regulations presents unique challenges to many organizations. With jurisdictions becoming much more aggressive due to revenue shortfalls and tax laws becoming increasingly complex, it is important to carefully weigh potential risks and examine compliance processes.

Stone Wallace LLC brings a State and Local Tax (SALT) network to support your organization. Our professionals focus on the tax implications of organization structure, business transactions, mergers and acquisitions. We also assist with management of the state tax function, efficient tax compliance, and tax controversy resolution. Our proven methodologies/processes and state-of-the-art technology can help you manage your transaction tax burden and improve the efficiency of your transaction tax function.

SALT services include:

State and Local tax compliance

Advising on state income and franchise taxes, including refund analysis and planning for business operations and expansions

Assisting with sales and use and transaction taxes, including reverse audits, accounts payable reviews, taxability studies, and process review

Consulting on state and local tax ramifications of reorganizations, mergers and acquisitions, including due diligence

Management and defense of examinations by state and local government authorities

Assisting with state and local tax credits and incentives

Providing solutions for efficient tax compliance

Performance improvement evaluations of people, operations, systems and administrative support