Need Extra Hands Without Adding Headcount?

When state and local tax (SALT) issues pile up, your in-house tax team may not need another full-time hire — just the right outside partner. We offer outsourced SALT manager services that plug directly into your existing tax function, providing the senior-level support and technical expertise your business needs to stay compliant, responsive, and efficient.

Whether you're short on capacity, facing a busy filing season, or tackling a technical SALT issue for the first time, we act as a seamless extension of your team — delivering critical support with minimal ramp-up time.

What We Do

We offer a full suite of SALT services tailored for companies operating in multiple states or navigating expanding tax footprints. Our goal is to simplify complexity and reduce your SALT burden through hands-on support, reliable execution, and strategic insight.

Multistate Income & Franchise Tax Review and Filing
We assist with preparing and reviewing state income and franchise tax returns, including apportionment schedules and workpapers. From complex multistate filers to newly nexus-triggered entities, we ensure your filings are accurate, complete, and audit-ready.

Workpaper Documentation & Standardization
We streamline your internal SALT process by organizing return workpapers, reconciling data, and building templates you can rely on each year. Clean documentation makes filing easier — and audits smoother.

State Notice Response & Issue Resolution
Received a state tax notice? We manage responses, correspondence, and resolution — freeing your internal team to focus on priority initiatives. We translate state notices into actionable steps, whether the issue is missing documentation, estimated payments, or apportionment inquiries.

Audit Support & Defense
We handle the legwork in SALT audits — compiling support files, preparing reconciliations, and acting as your representative when dealing with state auditors. We bring experience to the table to minimize liability and resolve issues efficiently.

Voluntary Disclosure Agreements (VDAs)
We help you resolve past exposures and minimize penalties by managing VDA negotiations in states where you may have had nexus but didn’t file. We handle state communication, documentation, and filings from start to finish.

Nexus Reviews & Studies
In today’s economy, economic nexus and remote workforce policies mean your state tax footprint can change rapidly. We conduct detailed nexus reviews, identifying where you have filing obligations based on revenue thresholds, employee presence, inventory, or affiliate activity. We help you stay compliant while avoiding over-filing.

Sales & Use Tax Analysis
We assist with sales tax registration, collection requirements, sourcing rules, exemption certificates, and audit exposure. Whether you sell physical goods, SaaS, or services, we tailor our support to your industry and product type.

Flexible Support Models
We work the way you need us to. Whether it's a one-time filing season engagement or ongoing monthly SALT support, we offer:

• Traditional workpaper and tax return preparation or review

• Short-term bandwidth coverage

• Special project work

• Technical issue research

• Long-term fractional SALT manager roles

Why Companies Choose Our Outsourced SALT Services

• Senior-level expertise without the full-time cost

• No training needed — we hit the ground running

• Fully remote, secure, and scalable

• We integrate with your team, systems, and workflow

• Clear documentation and deliverables — no ambiguity

• Proactive issue spotting and risk mitigation

Who We Support

• U.S.-based companies expanding into multiple states

• Companies with remote or hybrid workforces

• Startups and middle-market firms without in-house SALT leadership

• In-house tax teams that need surge capacity during filing seasons

• CPA firms seeking white-label or behind-the-scenes SALT expertise