Multi-State Tax Compliance &
Voluntary Disclosures
Our firm neutralizes multi-state tax risk by making compliance simple and cost-effective. Plus, we generally save you money through smart multi-state planning.
RESIDENCY STATUS ISSUES
We help people and businesses who are concerned about their residency status resolve their issues.
MULTI-STATE BUSINESS ASSISTANCE
We help you get into compliance without paying more taxes than needed.
YOU ARE BEING AUDITED, OWE MONEY, OR A TAX RETURN IS BEING DEMANDED
We represent clients in all states against all state tax issues.
Overview
Any business that touches another state, outside of their home state, in a variety of different ways, including: storing inventory, utilizing employees, independent contractors or vendors in that state, engaging in different sales and marketing activities, and transacting a certain amount of business or engaging in a certain amount of transactions in that state may put you at risk.
In a post-COVID world, California is facing astronomical budget deficits. In order to resolve this, the government must broaden the tax base to include more and more out-of-state taxpayers who have connection with California and increase enforcement through tough action against taxpayers.
Do I Owe Multi-State Taxes?
What Else Should I Know?
Potential Threats and Planning Opportunities
In 2018, in a case called Wayfair vs. South Dakota, the Supreme Court held that state laws permitting taxes against businesses without a physical presence in that state are constitutional.
Wayfair was a sea change in the area of multi-state taxation (the last major decision on the issue from the Supreme Court had been in the early 1990s), but this area of law has not been dormant before that.
The proliferation of technology, advances in supply chain, and the explosion of the internet has made it easier than ever before to transact business in multiple states.
All of these developments have caused the state governments, especially in California, to rethink the concept of doing business here.
Unfortunately, many state ideas surrounding doing business here in California were for the benefit of the state collecting revenue (both from companies in and outside of California) rather than for the business community.
Translation
Your business could have exposure for activities performed in a state several years in the past and you have now exposed yourself to sometimes 5-6 years of past due tax liability for all your sales or income earned in a particular state. For many of our clients, up to 9.25% of all of their sales volume in California and in other states where they have not been collecting tax is not exactly small potatoes.
Residency Audits
Many individuals that live in California or do business here are shocked to learn about the tax consequences of major life transition events (moving to a different state but maintaining some connection with CA, sales of companies or other exits, certain investments in companies within state lines, etc.).
A California residency audit is a frightening thing. The Franchise Tax Board takes an aggressive and sometimes arguably unconstitutional position toward residency in favor of collecting taxes for the state of California.
We understand not only the mechanics of a residency audit, but how the state will respond in certain situations given the presence or absence of certain factors. It is less about the individual parts and more about the story that they tell as a whole.
Exit Planning
As far as planning goes, we get creative and goal-oriented when it comes to business owners selling their businesses. No matter how big your parachute is or which one of the many strategies we employ, we work to develop strategies minimize the tax impact and allow you to keep as much of your hard-earned wealth as possible.
WE SPEAK TO THE STATES ON YOUR BEHALF
We will handle everything for you from start to finish.
WE'LL ADVISE & REPRESENT YOU
Our Firm serves as your chief tax and legal strategist and works with your team.
WE'LL HELP YOU SOLVE COMPLEX ISSUES
Taxation across different states is frustrating and challenging. Let us do the work for you.
Our Clients Will Tell You: We Get Results.
Tax Strategies, Case Studies, and Thought Leadership
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Doing Business in a State I Have Not Filed Returns and I Am Contacted for Audit
The scope of information how we're going to minute minimize any risk or as much risk as possible and how we're going to reduce.
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Hundreds of $1,000,000s
Saved in Tax Penalties
100+
Appeal Victories
$1B+
Saved in Taxes
150+
Multimillion and billion-dollar corporate transactions
11+
Tax Services
400+
Clients represented in an audit
$160M+
in ERC Tax Credits
Our Thought Leadership Has Appeared In
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Book a Free 15-Minute Assessment Call
Set up a quick call with our firm’s concierge to see if we’ll be able to help you. The whole process will take 15 minutes or less.
STILL HAVE QUESTIONS?
The first step in the process is a simple discovery call with our firm concierge. They will walk you through our intake process and provide you with a secure folder for you to upload any documents.
Our flat-fee model is easy, transparent, and creates a system where we are equally aligned to win. Rather than being bound by billable hours, you pay the same monthly rate, every month, regardless of how many hours need to be invested in your case. You get the full braintrust of our law firm without having to worry what it costs and we focus on providing as much as we can for our clients.
We serve clients nationally and internationally. Whether you prefer an in-person meeting, a Zoom call, or a phone conference, we are happy to accommodate.
Schedule a consultation today. Our tax action planning sessions go beyond the traditional legal advice in that we provide people with a plan for resolving their matters, whether or not it requires further representation.