The complexity and persistent changes in state and local tax (SALT) laws and regulations can make it difficult for businesses to meet their objectives. At Withum, our consultants are relentless in our efforts to keep you up-to-date on the constant state of change—helping you identify opportunities and managing risks through our state and local tax services.
With decades of experience under our belt, Withum is uniquely positioned to help your business get ahead of the different tax incentives and opportunities that might be available. As your company increases in revenue and volume, we will continue to guide you through the challenges around your expanding SALT needs.
With decades of experience guiding businesses through changes in tax policy, one thing’s for certain; whether it’s taxes or technology, taking a piecemeal approach to anything is never the right tactic.
Our state and local tax services are comprehensive and all-encompassing. Using all the accessible business data at our disposal, we identify immediate opportunities, uncover risks, and provide recommendations for future tax planning. Our SALT services include:
We analyze business operations across multiple states to determine where a company may have filing implications. As even a virtual presence in a state could trigger a filing obligation, we help businesses identify opportunities to “source” less revenue to a state to mitigate state taxes.
Perform comprehensive review of your state tax positions, business operations, and current structure, to help identify potential refunds and prospective filing opportunities.
Provide state and local tax compliance preparation services, which includes group filing returns (i.e. unitary, combined, or consolidated), pass-through entity election filings, partnership withholding/composite filings, and more.
Review of business vs. nonbusiness income, industry apportionment rules, and assist with alternative apportionment requests.
Provide buy-side and sell-side services, including due diligence, offering minimization structuring tax analysis and post-transaction services.
Save time and outsource your multistate ASC 740 provision calculations for financial reporting purposes, which includes computing your state tax accrual and reviewing your Uncertain Tax Position reserves.
Product and service taxability review, including exemption certificate management.
With more employees than ever working remotely, any oversight can have significant effects on both the employer and employee. We assist businesses in implementing payroll tax policies as well as advising companies with establishing procedures and systems to meet payroll tax compliance objectives.
As you invest in your business and grow your workforce, we assess available programs that offer either statutory (i.e. claim of right) or discretionary (i.e. negotiated incentives) that help stimulate your company’s growth.
Unclaimed or abandoned property includes property, such as uncashed checks, unused gift certificates, accounts receivable, deposits, rebates – that a business owes to its employees, customers, vendors, creditors or shareholders. With our extensive experience, we leverage our technology resources to help businesses cut through the complex rules.
Our team is experienced with states and localities very aggressive tactics as they look to generate revenue. After performing an initial risk assessment, we develop an audit plan aligned with risks and objectives and advocate on your behalf through the various stages of the tax examination. As part of these services, we assist with negotiation, settlements, appeals, and dispute resolution.
We can help you identify, quantify, manage, or mitigate exposures and assist with formulating tax positions and/or documenting positions.
Assist with the application for a state ruling to reduce various tax risks by obtaining a written ruling from the tax authority.
By taking a proactive approach, businesses can mitigate some of their noncompliance exposures, abate penalties, limit interest in some cases, reduce the risk of future audit assessments, and curtail financial statement reserves by entering into agreements with states. On an anonymous basis with a state, we guide businesses through state program procedures, negotiate on your behalf, and propose settlement of state taxes arising from past activities.
Our SALT Team delivers just a dash of the most timely updates to your inbox as rules and regulation changes happen by state.
If there was one message that came through loud and clear at the 2026 Southeastern Association of Tax Administrators (SEATA) Annual Meeting, it was this: state tax departments are becoming much more sophisticated in how they identify risk, select audits, and enforce compliance. Throughout the conference, tax commissioners and state revenue agents highlighted how artificial…
Effective July 1, 2026, New York City is enacting a surcharge on high-value, non-primary residences within New York City as part of Governor Kathy Hochul’s budget. The pied-a-terre tax, as it is commonly referred to, affects one, two and three family dwellings exceeding a specified value (see below) and are not used as a primary…
Aircraft Transactions Face a Fragmented State Tax Landscape State sales and use tax treatment of aircraft transactions continues to evolve, creating a complex and increasingly fragmented landscape for taxpayers. An aircraft is uniquely impacted by state tax rules due to its mobility and multi-state use, which can trigger tax obligations across jurisdictions at different points…
For more information or to discuss your business needs, please connect with a member of our team.