Tax Specialty

State & Local Tax

FORVIS provides state and local tax compliance and consulting services across multiple tax types. FORVIS SALT professionals assist clients with the administrative burden of state and local taxes, as well as help minimize risks and identify opportunities for tax savings.

FORVIS team members can help navigate the challenging tax world with comprehensive state and local tax services.

State and local taxes have become a significant cost of doing business due to a variety of factors—state conformity to federal tax reform, increased pressure for revenue at both the state and local levels, and expansion of nexus provisions for various taxes. Compliance with constantly changing regulations has become a burden for businesses, so companies need customized SALT solutions tailored to their unique business needs—whether they are a Fortune 500 company or just getting started.

At FORVIS, our team of state and local tax professionals can help ease the administrative burden of state and local taxes as well as minimize risks and identify opportunities for tax savings. Whether you do business in one state or several, you know how difficult state taxes can be. While you focus on your business, we focus on the tax implications of your business by helping you achieve the most advantageous states tax position while remaining in compliance.

Comprehensive SALT Services

With our comprehensive set of SALT services, clients can expect to successfully manage their unexpected state and local tax challenges while reaching their goals in a tax-efficient manner.

  • Apportionment Planning
  • Entity Restructuring
  • Income & Franchise Tax Compliance
  • Negotiated Incentives
  • Nexus Studies
  • Sales Tax Compliance
  • Tax Systems Automation
  • Real & Tangible Personal Property Tax Consulting & Compliance
  • Reverse Tax Audits & Recovery
  • Audit Defense, Voluntary Disclosures, & Tax Amnesty Registration
  • Unclaimed Property

Credits & Incentives

Many state and local governments offer credits and incentives to help businesses start up, expand, or even remain within their borders. FORVIS can help identify the credits and incentives available for your business.

Work Opportunity Tax Credits

The expansion of the Work Opportunity Tax Credit (WOTC) program means these hiring credits now apply to more new hires. The WOTC is a credit earned for hiring persons in certain categories. Many businesses are eligible for WOTC but do not pursue them. FORVIS can help you evaluate your eligibility and take advantage of these credits, as applicable.

Income & Franchise Taxes

Income and franchise taxes have become more dynamic than ever before. Each state has its own unique set of rules regarding state income taxes. While this creates an administrative compliance challenge and the potential for a significant income tax burden, this also creates the opportunity for income tax planning.

Income and franchise taxes can be cumbersome and time-consuming for your internal tax team. FORVIS SALT team members can relieve this burden and work with you to develop a strategic plan for your business as it continues to grow.

Sales & Use Tax

Sales and use (S&U) taxes are a significant cost of doing business as states create additional revenue streams. Each state, as well as multiple jurisdictions in some states, have diverse, complex rules regarding the taxation of goods and services. Companies need customized services tailored to their individual business needs, whether they are a Fortune 500 company or in the initial stages of start-up.

FORVIS has a group of highly trained professionals who dedicate their time to the S&U tax arena. We are equipped to assist you with providing customized services by working with your company and understanding the nuances of your business. We blend your unique situation with our tax and systems knowledge to address your company’s specific S&U tax issues. By remaining focused solely on the complexities of the S&U tax laws throughout the nation, our Sales and Use Tax Group stays on top of current trends and emerging issues. Regardless of the size or scope of the company, our knowledge and experience can help you navigate the complex and potentially costly S&U environment.

Sales and use tax services can include outsourced compliance, or assisting your organization with implementing the systems and tools necessary to insure accurate internal compliance.

Further, FORVIS can help you turn state and local taxes into an opportunity for real savings. FORVIS’ sales and use tax professionals conduct a tour of your facility and operations and perform a “reverse audit” to detect if you have overpaid your sales, use, and other miscellaneous taxes. If we discover a tax overpayment or error, we can complete and submit the necessary documentation to help secure your refund.

Nexus

As states continue to face budget challenges, nexus is a bigger issue now than in the past. States are becoming more aggressive in seeking revenue, and a popular source of this revenue are out-of-state companies. Certain activities, as insignificant as they may seem, may establish nexus (a connection with a state that subjects you to its tax laws). Recent trends in state tax make nexus possible even without a physical presence. You unknowingly may have had nexus with a state for many years. You might even be responsible for sales taxes, franchise taxes, and income taxes, penalties, and interest for past years.

FORVIS SALT team members can analyze the filing positions taken by your business, assist with planning to reduce your nexus footprint, as well as advise on and assist with remediation of exposures related to nexus.

Property Taxes

FORVIS’ property tax consultants can help you with property tax compliance. As part of the compliance process, FORVIC conducts an in-depth review of your tax return to look for changes that can help reduce your tax liability. We also look to see that your adjustments, deductions, and exemptions comply with the regulatory requirements of each jurisdiction.

FORVIS can also assist with appealing real property tax assessments helping to further reduce your business's property tax burden.

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