State & Local Tax

 

Optimize your state and local tax strategies

At Keiter, we understand that each business faces unique challenges in managing state and local taxes. By partnering with us, you gain access to tailored strategies and specialized guidance designed to optimize your tax position and promote growth. With our experienced team of state and local tax specialists, we provide consulting and advisory services to help you manage your tax functions effectively, minimize liabilities, and uncover opportunities to reduce your tax burden.

Our Services

  • Multistate Tax Compliance Outsourcing
  • Nexus Studies
  • Apportionment Factor Reviews
  • Tax Credits and Incentives
  • Nexus Studies
  • Process or Compliance Reviews
  • Taxability Studies
  • Refund Reviews
  • Liability Reviews
  • Manufacturing and Research and Development Exemption Reviews
  • Local Tax Reviews
  • Voluntary Disclosures
  • Consulting and Research
  • Due Diligence Reviews
  • Abandoned and Unclaimed Property

Value-Added Service Examples

  • Sales/Use Tax Refund

Assisted a client in receiving a refund of $750,000 in overpaid use tax on advertising services following a comprehensive sales/use tax refund review.

  • Business, Professional and Occupational License (BPOL) Review

Helped a provider of IT solutions to businesses obtain a refund of BPOL taxes exceeding $100,000 over a three-year period. This was achieved through a detailed review of its BPOL filings and business operations, also resulting in ongoing tax savings.

  • Penalty Waiver

Successfully advocated to have a penalty of approximately $56,000 waived for a client due to specific circumstances surrounding the late filing of a machinery and tools tax return.

  • Direct Mail Advertising Refund

Secured a refund of $90,000 in sales tax for a client paid to a vendor on direct mail advertising, following a detailed refund review process.

2024-2025 Tax Planning Guide

State & Local Tax Insights

What Changes Are Coming to Virginia’s Qualified Equity and Subordinated Debt Investments Credit?

New Guidance on Virginia Software Sales Tax Exemption

The Richmond Market Just Became More Attractive

View all State & Local Tax Insights

Your Opportunity Advisors

Ryan Beethoven-Wilson

Partner

Gary Wallace

Managing Partner

Kay Gotshall

Tax Senior Manager

Yuting Chen

Tax Manager

Emma Sowers

Tax Manager

Contact Us

Contact Us