Our State & Local Advisory Services (“SAAS”)

What SAAS Provides

Proactive Multistate Planning

We anticipate issues before they disrupt growth. From market expansion and hiring remote employees to adding distribution channels or restructuring entities, we help you scale confidently and strategically.

Nexus & Apportionment Strategy

Modern nexus rules touch payroll, property, economic presence, digital operations, advertising, and remote workforces. We analyze where obligations truly arise and tailor apportionment strategies to minimize exposure and maintain defensibility.

State Audit Defense & Controversy Handling

If a state challenges your filings, we take point. We manage communications, support documentation, negotiate outcomes, and drive appeals when necessary, so you can stay focused on running your business.

Voluntary Disclosure & Exposure Cleanup

For companies with historic exposure, we secure limited look-back periods, penalty relief, and efficient paths to compliance, discreetly and strategically, protecting your reputation and investor credibility.

Sales & Use Tax Structuring

Sales tax enforcement has evolved dramatically, particularly in e-commerce, Software as a Service, logistics, and service industries. We address sourcing rules, exemptions, marketplace facilitator laws, and tech-specific tax treatment to ensure clarity and compliance.

Credits, Incentives & Refund Programs

We help clients identify and secure business credits, growth incentives, and refunds, turning state tax frameworks into competitive advantages and reinvestment tools.

Administrative Appeals & Litigation Support

When a state’s position is incorrect, we challenge it. We prepare protests, build administrative records, structure legal arguments, and support litigation strategy to pursue favorable resolution.

Why SAAS Works

SAAS replaces one-off state tax advice with an integrated advisory relationship, offering:

  • Ongoing access to counsel who understands your structure and goals;

  • Continuous monitoring of jurisdictional exposure;

  • Confidence when hiring across states or entering new markets;

  • Fast, strategic response to state notices and audits; and,

  • Compliance engineered to support long-term growth.

It’s not reactive tax support, it’s structured state tax management.

Built for Modern Business

SAAS is designed for companies that:

  • Operate or sell across state lines;

  • Hire distributed or remote workforces;

  • Expand through new locations, franchise models, or logistics networks;

  • Grow digital platforms, SaaS products, or e-commerce channels; and,

  • Prepare for capital events, acquisitions, or investor diligence.

As your footprint evolves, our SAAS program evolves with you.

Operate With Certainty

State tax complexity shouldn’t block growth. With SAAS, you gain clarity, control, and a proactive partner in expansion.

Plan strategically. Execute confidently. Scale without hesitation.

Schedule a consultation to discuss SAAS support for your business.