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.

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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.

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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.

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  • Case Study

    State & Local Tax: Personal Genome Diagnostics (PGDx)

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

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  • Case Study

    State & Local Tax: KeyW

    See how Clearview Group helped KeyW take advantage of opportunities for Personal Property Tax recoveries.

    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

August 9th 2018

The Importance of Maintaining Unclaimed Property Compliance

For years, companies could plead ignorance when it came to reporting unclaimed property. Not anymore. As states desperately attempt to meet their annual budgets, they are stepping up unclaimed property audits. Your company needs to be prepared.

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By: Eric Mauldin, Senior Manager, State & Local Tax: Unclaimed Property

June 22nd 2018

The U.S. Supreme Court Overturns Quill, Rules States Can Impose Sales Tax Collection Responsibilities on Remote Sellers

In a decision that will drastically change the sales tax compliance landscape for remote sellers, the U.S. Supreme Court (the “Court”) overturned its 1992 decision and ruled states can impose sales tax collection responsibilities on remote sellers. Here’s what to expect.

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June 21st 2018

States Offer Tax Amnesty as a Fresh Start for Delinquent Taxpayers

From time-to-time, certain states will offer delinquent taxpayers the opportunity to settle past due liabilities through formal Amnesty Programs. So what exactly are Tax Amnesty Programs and who can participate? Why should you care about them?

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