For most businesses, managing your multistate and local tax burden takes extreme effort due to the number of taxing jurisdictions, state and local tax audit activity, and the always-changing tax laws, rules, and regulations. Zaino Hall & Farrin LLC assists clients with all aspects of their multistate and local tax matters. Our ZHF professionals, many of whom are former state tax officials, along with ZHF’s membership in ISA®, use their extensive experience to provide the following:
State & Local Tax (SALT)
Tax Controversy
- Audit Defense Assist clients with managing SALT audits from beginning to end
- Managed or Participatory Audits Assist clients with completing all or a portion of this special type of audit
- Tax Appeals Represent clients throughout the legal appeals process
- Settlement Negotiation Assist clients with negotiating and settling audit or assessed liabilities
Tax Compliance
- Refund Checkup Analyze past filings and current tax positions to find overpayments
- CAT Exam Our Exam assists clients by examining their payments and filings to determine if they have potential exposures, identify potential refunds and suggest optimal filing positions to mitigate future exposure or overpayments
- Voluntary Disclosure Assist clients with voluntarily remitting past liabilities under special terms
- Due Diligence Analysis Analyze tax filings and activities to determine any tax exposures for buyer or seller and identify solutions to address those exposures
- SALT Nexus Study (SNS) Review business activities to determine if client is filing properly
- In-House Training Provide training to clients to help increase compliance
- Tax Compliance Matrix Provide taxability decisions to help increase compliance
Tax Planning
- SALT Planning Analyze current tax positions to determine optimal filing positions to reduce taxes, including assisting clients with determining the tax impact of organizational changes
- Residency Planning Analyze impact of changing residency and assist with establishing new domicile
- Effective Rate Agreements Implement compliance that allows client to simplify reporting for use taxes