Our goal is to serve as trusted advocates for our clients when dealing with state and local tax matters. We understand the burden these types of taxes place on businesses, and we will go beyond providing immediate relief by working with you to implement long-range solutions.

• We serve:

  • Local CPA firms to provide the services that your clients need

  • Industries to be your “0.2 FTE state and local tax department”

• Our Advocacy is built upon:

  • Relationships that we have developed over many years

  • Integrity in our dealings

  • Experience in handling a wide variety of issues

• Together, we will:

  • Help establish procedures which will simplify your burdens

  • Save cash for your company

  • Reduce your exposure prospectively
    

We partner with:

• •  VirtualTaxOffice,® the Tax ERP® for management of audits, notices, tax registrations, exemption certificates, and more. 
  •  Avalara – tax calculation, tax filing, and tax document management products work together seamlessly for integrated, automated compliance done right.
  • Cost Management Services, helping businesses save money by taking advantage of the Work Opportunity Tax Credit for almost 20 years!