State and Local Tax Services

This is the first step to understanding your state tax compliance requirements.  Our nexus and taxability studies identify current and prior state tax nexus, research taxability for sales tax purposes, and determine where state income and sales tax returns should be filed. We also estimate potential exposure for prior periods and recommend mitigation options.

Do you have state tax exposure for prior periods?  A Voluntary Disclosure Agreement (VDA) is a method for resolving that exposure and may provide valuable benefits including a limited look-back period (i.e., all tax exposure prior to that period is forgiven) and penalty waivers.  Aprio’s SALT team can guide your business through every step of the VDA process to help resolve liabilities and aid in maintaining future compliance.

Aprio’s team of SALT specialists will give you confidence that your multi-state income taxes are reported accurately and properly while also identifying opportunities to reduce those liabilities. We can assist in addressing complex state income tax issues such as apportionment, combined/unitary return requirements, and reporting non-routine transactions such as the disposition of a portion or all of a business.

Aprio provides a one-stop shop for all of your sales tax needs. In addition to assessing and mitigating sales tax exposure for prior periods, our sales tax specialists provide a combination of consulting and compliance solutions to help your business grow and stay compliant with its sales tax obligations. We will implement the right technology solutions, prepare and file your sales tax returns, and provide ongoing nexus monitoring. In addition, our team can address your sales tax questions related to taxability, exemptions, and sourcing.

Your Aprio tax advisors will work with you to identify, qualify for, and file the required documentation to claim all of the state and local tax credits and incentives that apply to your business. We specialize in tax credits related to employment, investment, historic rehabilitation, film and gaming production, and more. In addition, our specialists will help you understand your business’ ability to utilize or monetize these credits to maximize your benefits.

Ensure return on your investment by discovering any surprises before you consummate a deal. Aprio’s SALT team performs buy- and sell-side SALT due diligence for transactions, identifying potential areas of exposure, suggesting and implementing remediation strategies, and providing structuring advice and state tax reduction recommendations.

Aprio will provide administrative representation to deal directly with state taxing authorities on your behalf. We will walk you through state or local audits to make sure the jurisdiction doesn’t overreach, as well as help you identify potential refund opportunities, file VDAs, and more.

Businesses can wind up paying sales/use taxes on purchases that should have been exempt for a variety of reasons, such as misapplying the law, overlooked exemptions, and software errors. Let Aprio’s team of SALT specialists recover those dollars! We can identify, document, and pursue refund claims, and we will work with your team on process improvements and training to prevent future overpayments.

Our SALT team provides comprehensive multistate property tax services tailored to businesses with diverse real estate and personal property holdings. We manage the full compliance process, including return preparation, assessment review, and appeal support while also meeting deadlines across multiple jurisdictions. Our team also delivers strategic consulting to identify tax-saving opportunities, reduce risk, and improve property tax outcomes.

Inquiries and audits* from both federal and state jurisdictions are on the rise, and the disruptions they cause are impacting businesses and individuals of all sizes. If you’re facing a tax controversy, Aprio can do the heavy lifting to prove compliance, reduce assessments, and abate penalties so you can get back to work.