State & Local Tax Services

Your Partner to Maximize Revenue through State and Local Tax

Reduce Uncertainty, Liability and Overpayment Wherever You Do Business

The constantly changing state and local tax landscape presents unique challenges to corporate tax departments. Managing this rapidly changing environment is further complicated by the fact that most state and local governments are facing constrained budgets, limited resources and laws that often lag behind advances in technology. Across the board, taxing jurisdictions are finding new and creative ways to maximize revenue. As a result, companies need to diligently review their state and local obligations to be certain they are compliant and paying only the minimal amount of tax legally due. The experienced state and local tax professionals at Clearview assist companies of all sizes by providing a full array of consulting and compliance assistance across multiple tax types. For all of our clients, the goal remains the same: to reduce past and current tax liabilities while sharing our knowledge, so our clients can employ the same techniques to minimize future liabilities.

Real Property Tax Services

  • Opportunity Analysis
  • Assessment Appeals
  • Acquisition Reviews

Personal Property Tax Services

  • Refund Analysis
  • Audit Defense
  • Appeals Assistance
  • Annual Compliance

Sales & Use Tax Services

  • Reverse Audits
  • Audits Defense & Appeals
  • Nexus Survey & Taxibility Matrices
  • Voluntary Disclosures

Unclaimed Property Services

  • Analytic Review
  • Annual Reporting
  • Audit Defense & VDA Assistance
  • Development of Policies & Procedures

Business Licenses & Gross Receipts Tax Services

  • Refunds Analysis
  • Audit Defense
  • Voluntary Disclosures

How We Can Help

At Clearview, we leverage our years of state and local tax experience and relationships that we’ve built with the taxing authorities to ensure our clients only pay the minimal amount of tax due during an audit. Our audit defense services are flexible to meet our client’s needs. We can run the audit from beginning to end, handle only the appeal, or provide assistance with anything in between.

Get Started

State and local taxes account for a significant portion of the overall tax burden of most companies. Compliance with these very specialized taxes can be difficult since tax laws vary greatly state by state. As a result, many companies inadvertently overpay. Clearview’s state and local tax professionals have years of experience helping clients recover overpaid taxes, and develop processes to ensure their future tax burdens are reduced as a result of our work.

Get Started

State and local tax reporting can place a significant burden on organizations’ tax departments that may already be stretched thin. Our state and local tax compliance services help to reduce this burden applying the same attention to detail required for recovery and audit defense services to preparing our clients returns.

Get Started
  • Case Study

    State & Local Tax: Personal Genome Diagnostics (PGDx)

    See how Clearview Group helped PGDx remedy overpayments and take advantage of opportunities for recovery.

    Read More

Get In Touch With Our State & Local Tax Experts

Chris Tracy

Principal, State & Local Tax

Chris is a Principal within the State & Local Tax (SALT) practice at Clearview Group. He is an experienced multistate transaction tax consultant specializing in Sales and Use, Virginia Business Professional Occupational License (BPOL), Business License, Gross Receipts, Personal Property, and Federal Excise.

Contact Chris

Latest State & Local Tax Services Insights

February 18th 2018

Written Policies and Procedures: The Key to Unclaimed Property Compliance

It is no secret that Unclaimed Property is a function within a company that nobody wants to own. First, who should oversee this function? The Tax Department? The Controller? Shared Services?

Read More
Clearview Group Staff
January 16th 2018

The Sales Tax Landscape Could Forever Change – Supreme Court Agrees to Revisit the Quill Decision

In a move that could have significant implications on the way businesses collect and consumers pay sales tax, the US Supreme Court agreed on January 12, 2018 to hear the case of South Dakota v. Wayfair Inc.

Read More
Are you aware of Delaware’s newly updated regulations?
October 12th 2017

Are you aware of Delaware’s newly updated regulations?

In 2017, the State of Delaware approved Senate Bill 13 as well as Senate Substitute 1 for Senate Bill 79 which overhauls their Unclaimed Property Audit Program.

Read More
Clearview Group Staff